56
Banking & FinancialHold
Kotak BankIng & FInancial Services
Kotak · Direct–Growth · rank #11 of 30 by Smart Score
Trailing returns
1 Year
8.2%
+4.7% vs index
3 Years
14.7%
+5.3% vs index
5 Years
—
Since launch
18.0%
Year-by-year performance
2024
+14.1%+8.1% vs index
2025
+15.9%-1.9% vs index
2026
+3.9%+5.4% vs index
Why this score
Kotak BankIng & FInancial Services scores 56/100 — #11 of 30 Banking & Financial fund (Hold). It stands out for expense ratio and fund size — beating 92% of peers on expense ratio. The main drag is its alpha (better than only 35% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Expense ratio0.81% · 92nd percentile in category
Fund size1486.94 Cr · 65th percentile in category
3Y return14.66% · 56th percentile in category
Alpha2.44 · 35th percentile in category
1Y return8.21% · 67th percentile in category
Sharpe ratio0.52 · 44th percentile in category