Kotak - Fintech Fund

EQUITY

A portfolio focused on identifying mispriced opportunities in the BFSI and IT space.

3Y annualised returns

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

29 Mar '18

Total AUM

₹23.44Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.5%

Cash1.5%

Equity market cap split

Large Cap74.7%

Small Cap12.2%

Mid Cap11.6%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

PMS house

Kotak Mahindra Asset Management company Ltd

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