Kotak BSE PSU Index Fund Direct Growth
3Y Annualised
N/A
1.78% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.66%
1.78% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 8 months
6 years 3 months
9 years 7 months
Fund info
Fund size
₹80.41 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
Groww Nifty Capital Markets ETF
2nd
Motilal Oswal Nifty Capital Market Index Fund Direct Growth
3rd
Tata Nifty Capital Markets Index Fund Direct Growth
4th
Tata Nifty Capital Markets Index Fund Direct Payout Inc Dist cum Cap Wdrl
5th
Tata Nifty Capital Markets Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
1093rd
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 ₹80.41 Cr worth of assets under management (AUM) as of Fri Apr 17 2026. The latest Net Asset Value (NAV) of Kotak BSE PSU Index Fund Direct Growth as of Thu Apr 16 2026 is ₹9.884. 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 21.01%. Since launch, it has delivered -1.02% 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: 19.98%
- NTPC Ltd: 8.65%
- Bharat Electronics Ltd: 7.04%
- Power Grid Corp Of India Ltd: 6.63%
- Oil & Natural Gas Corp Ltd: 5.45%
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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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
