Kotak BSE Sensex Index Fund

Equity Small CapVery High RiskGrowthInception 17-Feb-2025

Overview

Current NAV
11.2480
As on 30-Dec-2025
Fund Size
15.518 Cr
Managed by Abhishek Bisen
Expense Ratio
0.14%
Latest reported
Exit Load Rules
0
Conditions apply

Scheme Snapshot

This growth scheme operates in the equity small cap category with a risk profile of Very High Risk. Inception date 17-Feb-2025. 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-0.41
1W-1.03
1M-1.19
3M5.504.30
6M1.111.33
1Y7.15
3Y15.07
5Y14.96
10Y

Top Holdings

Portfolio Allocation (Top 8+)

HDFC Bank Ltd.
EQ
Financial
15.13
Reliance Industries Ltd.
EQ
Energy
10.50
ICICI Bank Ltd.
EQ
Financial
9.82
Bharti Airtel Ltd.
EQ
Communication
5.70
Infosys Ltd.
EQ
Technology
5.52
Larsen & Toubro Ltd.
EQ
Construction
4.71
State Bank of India
EQ
Financial
4.03
ITC Ltd.
EQ
Consumer Staples
3.86
Axis Bank Ltd.
EQ
Financial
3.62
Mahindra & Mahindra Ltd.
EQ
Automobile
3.29
Tata Consultancy Services Ltd.
EQ
Technology
3.15
Kotak Mahindra Bank Ltd.
EQ
Financial
3.10

Analysis Highlights

PROS
Exit load is zero
PROS
Lower expense ratio: 0.14%

Exit Load

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