Kotak Nifty Bank Index Fund Regular-Growth

Fund Card

Value Research Rating

Unrated

Riskometer

Very High

Value Research Opinion

New Fund

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Returns

Calculate SIP Returns of Kotak Nifty Bank Index Fund Regular-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

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Portfolio of Kotak Nifty Bank Index Fund Regular-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Other details of Kotak Nifty Bank Index Fund Regular-Growth

Assets

₹-- Cr

Exit Load (Days)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

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About Kotak Nifty Bank Index Fund Regular-Growth

Kotak Nifty Bank Index Fund Regular-Growth is a equity mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on August 21, 2026, it is currently managed by Abhishek Bisen, Satish Dondapati and Jeetu Valechha Sonar. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

Kotak Nifty Bank Index Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in the shares of banks and financial services companies. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.

Suitability

Banking funds are suitable for investors:

Wanting a small, supporting exposure to the financial services sector
Aiming for long term wealth creation
With a 7+ year investment horizon, who can withstand the sharper swings of a concentrated portfolio

Note:

Most investors can skip these funds and stick to diversified equity funds instead
If you choose to invest, do so only through SIP
Being passively managed, the fund replicates the portfolio of its chosen benchmark index

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FAQ for Kotak Nifty Bank Index Fund Regular-Growth

How to Invest in Kotak Nifty Bank Index Fund Regular-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak Nifty Bank Index Fund Regular-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak Nifty Bank Index Fund Regular-Growth can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the return of Kotak Nifty Bank Index Fund Regular-Growth in the last 5 years?

Over the past five years, Kotak Nifty Bank Index Fund Regular-Growth has delivered an annualised return of % as of 01-Aug-2026.

What is the minimum investment required in Kotak Nifty Bank Index Fund Regular-Growth?

The minimum investment required to start investing in Kotak Nifty Bank Index Fund Regular-Growth is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.