Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - DirectPlan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is AXIS BANK LTD with a portfolio weight of 13.64% .
The fund currently owns more than 17 stocks.
The top 10 holdings account for 88.44% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.87% | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.10% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
13.64%
|
|
| 2 | Finance - Banks - Public Sector |
11.95%
|
|
| 3 |
8.72%
|
||
| 4 |
8.72%
|
||
| 5 | Finance - Term Lending Institutions |
8.71%
|
|
| 6 |
8.69%
|
||
| 7 | Finance - Banks - Public Sector |
8.53%
|
|
| 8 | Finance - Banks - Public Sector |
8.51%
|
|
| 9 | Finance - Banks - Private Sector |
6.81%
|
|
| 10 | Finance - Banks - Public Sector |
4.16%
|
|
| 11 |
2.37%
|
||
| 12 |
1.93%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - DirectPlan is managed by KOTAKMAHINDRAMF .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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