Kotak BSE Housing Index Fund

Equity Small CapVery High RiskGrowthInception 28-Aug-2023

Overview

Current NAV
13.0960
As on 30-Dec-2025
Fund Size
17.503 Cr
Managed by Devender Singhal
Expense Ratio
0.22%
Latest reported
Exit Load Rules
1
Conditions apply

Scheme Snapshot

This growth scheme operates in the equity small cap category with a risk profile of Very High Risk. Inception date 28-Aug-2023. Use the navigation above to explore performance, risk, portfolio holdings, analysis & exit load structure.

Data shown is for informational purposes only and may be delayed.

Returns

Green = Positive, Red = Negative
PeriodAbsolute %CAGR %Category %Index %
1D-0.45
1W-0.38
1M-2.00
3M-2.582.57
6M-5.34-1.89
1Y-7.021.68
3Y16.01
5Y17.87
10Y

Top Holdings

Portfolio Allocation (Top 8+)

Asian Paints Ltd.
EQ
Chemicals
5.83
Polycab India Ltd.
EQ
Capital Goods
5.34
Grasim Industries Ltd.
EQ
Construction
5.07
The Phoenix Mills Ltd.
EQ
Construction
5.03
Ambuja Cements Ltd.
EQ
Construction
5.00
Lodha Developers Ltd.
EQ
Construction
5.00
Godrej Properties Ltd.
EQ
Construction
4.96
DLF Ltd.
EQ
Construction
4.95
Voltas Ltd.
EQ
Consumer Discretionary
4.90
Ultratech Cement Ltd.
EQ
Construction
4.79
Havells India Ltd.
EQ
Capital Goods
4.72
Shree Cement Ltd.
EQ
Construction
4.56

Analysis Highlights

PROS
Exit load is zero
PROS
Lower expense ratio: 0.22%
CONS
1Y annualised returns lower than category average by 8.7%

Exit Load

  • No description2023-08-07
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