Kotak BSE PSU Index Fund Regular Growth
3Y Annualised
N/A
-0.36% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.34%
-0.36% 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 4 months
9 years 7 months
Fund info
Fund size
₹69.83 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
IDBI Nifty 50 Index Fund Direct Growth
3rd
IDBI Nifty 50 Index Fund Direct Payout of Income Distribution cum Cap Wdrl
4th
IDBI Nifty 50 Index Fund Direct Reinvestment of Income Distribution cum Cap Wdrl
5th
IDBI Nifty 50 Index Growth
54th
Kotak BSE PSU Index Fund Regular Growth
Fund Managers
About Kotak BSE PSU Index Fund Regular Growth
Kotak BSE PSU Index Fund Regular 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 Regular Growth has ₹69.83 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Kotak BSE PSU Index Fund Regular Growth as of Thu Mar 13 2025 is ₹7.443. The fund has an expense ratio of 1.02%, which is medium comparable to most other Equity funds.
Kotak BSE PSU Index Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered -25.64% average annual returns.
The Kotak BSE PSU Index Fund Regular Growth has the majority of its money invested in Financial Services, Utilities, Industrials, Energy sectors.
Top 5 Holdings of Kotak BSE PSU Index Fund Regular 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 Regular 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
14.17%
expense ratio
1.49%
fund size
₹45433.37 Cr
EquityEquity - Infrastructure
3Y CAGR
22.80%
expense ratio
0.70%
fund size
₹1891.24 Cr
EquitySector - Financial Services
3Y CAGR
30.30%
expense ratio
0.49%
fund size
₹1246.88 Cr
EquityELSS (Tax Savings)
3Y CAGR
15.33%
expense ratio
0.71%
fund size
₹5411.91 Cr
Fixed IncomeMedium Duration
3Y CAGR
7.40%
expense ratio
0.67%
fund size
₹1879.61 Cr
FAQs
What is the current NAV of Kotak BSE PSU Index Fund Regular Growth?
What are the average returns of Kotak BSE PSU Index Fund Regular Growth?
How do I invest in Kotak BSE PSU Index Fund Regular Growth?
What is the expense ratio of Kotak BSE PSU Index Fund Regular Growth?
What are net assets under management (AUM) of Kotak BSE PSU Index Fund Regular Growth?
What is the PE and PB ratio of Kotak BSE PSU Index Fund Regular Growth?
What are the top 5 holdings of Kotak BSE PSU Index Fund Regular Growth?
What are the top 3 sectors that Kotak BSE PSU Index Fund Regular Growth has invested in?
Who is the manager of Kotak BSE PSU Index Fund Regular Growth?
What is the exit load of Kotak BSE PSU Index Fund Regular Growth?
How to Redeem Kotak BSE PSU Index Fund Regular Growth?
Can I invest in SIP and a Lump Sum of Kotak BSE PSU Index Fund Regular Growth?
