Index Fundregulargrowth
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-4.05%
1 Month-13.91%
3 Months-15.08%
6 Months-8.59%
1 Year+1.58%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Aug 2023)+13.30%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-13.24%
3 Year SIP—
5 Year SIP—
Since Inception (Aug 2023)+4.03%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹97.0 Cr
Expense Ratio0.73%
Min SIP₹100
Min Lumpsum₹100
Launch Date21 Aug 2023
AMFI Code151909
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹97.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.73%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations