Kotak BSE PSU Index Fund Direct Growth
3Y Annualised
N/A
-0.25% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.39%
-0.25% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-5 years -5 months
5 years 7 months
9 years 7 months
Fund info
Fund size
₹76.48 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹100
Exit load
0%
Exit Load: NIL No exit load will be chargeable in case of switches made between different plans/options of the scheme.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Edelweiss Nifty Smallcap 250 Index Fund Regular Payout Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Nifty Auto Index Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
ICICI Prudential Nifty Auto Index Fund Direct Growth
4th
ICICI Prudential Nifty Auto Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
Tata Nifty Auto Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
898th
Kotak BSE PSU Index Fund Direct Growth
Fund Managers
About Kotak BSE PSU Index Fund Direct Growth
Kotak BSE PSU Index Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 1 years, having been launched on 2024-07-31. Kotak BSE PSU Index Fund Direct Growth has ₹76.48 Cr worth of assets under management (AUM) as of Sun Aug 31 2025. The latest Net Asset Value (NAV) of Kotak BSE PSU Index Fund Direct Growth as of Fri Aug 29 2025 is ₹8.237. The fund has an expense ratio of 0.39%, which is medium comparable to most other Equity funds.
Kotak BSE PSU Index Fund Direct Growth returns for the last 1 year are -14.43%. Since launch, it has delivered -16.46% average annual returns.
The Kotak BSE PSU Index Fund Direct Growth has the majority of its money invested in Financial Services, Utilities, Industrials, Energy sectors.
Top 5 Holdings of Kotak BSE PSU Index Fund Direct Growth.
- State Bank of India: 15.69%
- NTPC Ltd: 8.15%
- Bharat Electronics Ltd: 7.04%
- Power Grid Corp Of India Ltd: 6.81%
- Oil & Natural Gas Corp Ltd: 4.82%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2024-07-31 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak BSE PSU Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
EquityFlexi Cap
3Y CAGR
16.19%
expense ratio
1.44%
fund size
₹53293.04 Cr
EquityEquity - Infrastructure
3Y CAGR
22.69%
expense ratio
0.66%
fund size
₹2387.70 Cr
EquitySector - Financial Services
3Y CAGR
32.38%
expense ratio
0.49%
fund size
₹1595.62 Cr
EquityELSS (Tax Savings)
3Y CAGR
17.13%
expense ratio
0.62%
fund size
₹6354.72 Cr
Fixed IncomeMedium Duration
3Y CAGR
8.43%
expense ratio
0.67%
fund size
₹1816.89 Cr
FAQs
What is the current NAV of Kotak BSE PSU Index Fund Direct Growth?
What are the average returns of Kotak BSE PSU Index Fund Direct Growth?
How do I invest in Kotak BSE PSU Index Fund Direct Growth?
What is the expense ratio of Kotak BSE PSU Index Fund Direct Growth?
What are net assets under management (AUM) of Kotak BSE PSU Index Fund Direct Growth?
What is the PE and PB ratio of Kotak BSE PSU Index Fund Direct Growth?
What are the top 5 holdings of Kotak BSE PSU Index Fund Direct Growth?
What are the top 3 sectors that Kotak BSE PSU Index Fund Direct Growth has invested in?
Who is the manager of Kotak BSE PSU Index Fund Direct Growth?
What is the exit load of Kotak BSE PSU Index Fund Direct Growth?
How to Redeem Kotak BSE PSU Index Fund Direct Growth?
Can I invest in SIP and a Lump Sum of Kotak BSE PSU Index Fund Direct Growth?
