Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth is a mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. The fund was launched on 14 August 2023 and is managed by Abhishek Bisen, Satish Dondapati, and Jeetu Valechha Sonar. As of 15 October 2026, the fund has an AUM of ₹91.11 Cr and its latest NAV is ₹15.33. The fund has a Very High Risk risk rating.
The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹100.
The fund primarily invests in Financial Services and Technology and its top holdings include Bajaj Finance Ltd, Shriram Finance Ltd, BSE Ltd, Bajaj Finserv Ltd, and Multi Commodity Exchange of India Ltd. The fund has delivered -3.2% returns over the last 1 year, 11.9% annualised returns over 3 years, and 14.2% annualised returns since inception.
Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth may be suitable for investors looking for long-term wealth creation and who are comfortable with Very High Risk risk.






