Kotak BSE PSU Index Fund Direct growth

Equity • Index • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
31 Jul 2024
0.4 years ago
Lock-in Period
No lock-in
NAV
as of 16 Dec 2024
₹8.97
-0.0111% (0.00)
AUM
₹71 Cr
Expense ratio
0.38%
Benchmark
BSE PSU
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

Distribution

Asset split
Market capital
Equity99.92%
Cash0.08%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

36.69%
Energy

Energy

18.76%
Industrials

Industrials

18.67%
Basic Materials

Basic Materials

4.21%
Technology

Technology

0.14%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,13,760 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Devender Singhal

Experience: 5.60 yrs • Total AUM: 2,63,235 Cr

Satish Dondapati

Experience: 5.60 yrs • Total AUM: 21,913 Cr

Abhishek Bisen

Experience: 16.71 yrs • Total AUM: 9,69,979 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

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