Kotak BSE PSU Index Fund Direct Growth
3Y Annualised
N/A
1.98% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.98%
1.98% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
6 years 10 months
9 years 7 months
Fund info
Fund size
₹64.03 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
Motilal Oswal Nifty India Defence Index Fund Direct Growth
2nd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Growth
4th
Motilal Oswal Nifty India Defence Index Fund Regular Growth
5th
Aditya Birla Sun Life Nifty India Defence Index Fund Regular Growth
16th
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 0 years, having been launched on 2024-07-31. Kotak BSE PSU Index Fund Direct Growth has ₹64.03 Cr worth of assets under management (AUM) as of Wed Mar 19 2025. The latest Net Asset Value (NAV) of Kotak BSE PSU Index Fund Direct Growth as of Tue Mar 18 2025 is ₹7.634. The fund has an expense ratio of 0.38%, which is medium comparable to most other Equity funds.
Kotak BSE PSU Index Fund Direct Growth returns for the last 1 year are NA%. Since launch, it has delivered -23.66% 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: 16.32%
- NTPC Ltd: 9.13%
- Power Grid Corp Of India Ltd: 7.06%
- Bharat Electronics Ltd: 5.45%
- Oil & Natural Gas Corp Ltd: 5.43%
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 |
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FAQs
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