- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak BSE PSU Index Fund (G)
Kotak BSE PSU Index Fund (G)
₹ 9.142
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 9.142
NAV (Oct 15)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -8.7% |
6 Month CAGR | NA |
Scheme Information
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Expense Ratio | 1.05 |
Launched (0y ago) | 1.05 |
AUM in Crores | 74.4 |
ISIN | INF174KA1SI7 |
Lock-in | - |
Benchmark | BSE PSU Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak BSE PSU Index Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
99.1%State Bank of India
14.7%NTPC Ltd.
8.7%Power Grid Corporation Of India Ltd.
7%Oil And Natural Gas Corporation Ltd.
5.7%Allocation by Sector
Energy
37.5%Financial
32.6%Capital Goods
12.6%Materials
5.6%Metals & Mining
3.7%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak BSE PSU Index Fund (G) Review
Kotak BSE PSU Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of -8.74% over a period of 0 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Devender Singhal, Satish Dondapati.
Nav of Kotak BSE PSU Index Fund (G) as of 10/15/2024 is ₹9.14 with the total AUM as of 10/16/2024 is ₹74.3607. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak BSE PSU Index Fund (G) was launched on 2024-07-31. The category risk of the fund is null.
The minimum SIP amount for Kotak BSE PSU Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak BSE PSU Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE PSU Total Return Index.
It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak BSE PSU Index Fund (G).
Frequently Asked Questions
What is Kotak BSE PSU Index Fund (G)?
How to invest in Kotak BSE PSU Index Fund (G)?
You can invest in Kotak BSE PSU Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak BSE PSU Index Fund (G)?
The minimum sip amount for Kotak BSE PSU Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak BSE PSU Index Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak BSE PSU Index Fund (G)?
The expense ratio of the Kotak BSE PSU Index Fund (G) is 1.05% for regular plan.
What is the NAV of Kotak BSE PSU Index Fund (G)?
Today's Kotak BSE PSU Index Fund (G) NAV is ₹9.14.