Kotak Banking & Financial Services Fund

Review Date: 17-01-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
   1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
   2. Above Average Below the Top 25%: One return parameter of the Kotak Banking & Financial Services Fund is above average but below the top 25% in the category, as listed below:
      
      • 1Y Return %
   3. Below Average: Three return parameters of the fund are below average in the category, which are listed below:
      
      • 3M Return %
      • 6M Return %
      • 1M Return %
2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Kotak Banking & Financial Services Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: Kotak Banking & Financial Services Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Kotak Banking & Financial Services Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Kotak Banking & Financial Services Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Kotak Banking & Financial Services Fund, we have evaluated zero risk-adjusted performance parameters.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

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Date	Kotak Banking & Financial Services Fund NAV Regular Growth	Kotak Banking & Financial Services Fund NAV Direct Growth
17-01-2025	13.491	13.91
16-01-2025	13.658	14.081
15-01-2025	13.511	13.929
14-01-2025	13.489	13.906
13-01-2025	13.242	13.651
10-01-2025	13.541	13.957
09-01-2025	13.762	14.185
08-01-2025	13.913	14.339
07-01-2025	14.056	14.486
06-01-2025	13.988	14.416
03-01-2025	14.279	14.713
02-01-2025	14.404	14.841
01-01-2025	14.204	14.636
31-12-2024	14.148	14.577
30-12-2024	14.16	14.589
27-12-2024	14.29	14.72
26-12-2024	14.181	14.607
24-12-2024	14.169	14.594
23-12-2024	14.18	14.605
20-12-2024	14.121	14.542
19-12-2024	14.332	14.759
18-12-2024	14.477	14.908
17-12-2024	14.672	15.108