Mutual Funds

Kotak BSE Housing Index Fund - Regular Plan - Growth Option

Kotak Mahindra Mutual FundIndexVery High Risk
₹13.25-0.03 (-0.20%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹13 Cr

1Y Return

-5.8%

3Y CAGR

-

5Y CAGR

-

Expense

0.72%

Risk

Very High

Kotak BSE Housing Index Fund
₹13.25-0.20%

1Y Return

-5.8%

3Y CAGR

-

5Y CAGR

-

Since Inception

+9.1%

AI Fund Analysis

Get AI-powered verdict, strengths, risks, and SIP recommendations for this fund.

NAV History

Drag or scroll the chart to pan through history

52-Week NAV Range

₹10.95
₹14.12

72% from 52W low

Fund Information

IndexEquitySince 04-09-2023

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity100.4%

Market Cap Split

Large Cap29.1%
Mid Cap67.3%

Top Holdings

27 stocks
Weight1M Change
1

Phoenix Mills Ltd

Real Estate

5.32%-13.4%
2

DLF Ltd

Real Estate

5.29%-1.8%
3

Shree Cement Ltd

Basic Materials

5.10%-3.4%
4

KEI Industries Ltd

Industrials

5.06%-10.0%
5

Polycab India Ltd

Industrials

5.04%-24.4%
6

Dixon Technologies (India) Ltd

Technology

5.00%-10.4%
7

UltraTech Cement Ltd

Basic Materials

4.99%+2.1%
8

Grasim Industries Ltd

Basic Materials

4.86%-13.6%
9

Havells India Ltd

Industrials

4.73%+12.3%
10

Voltas Ltd

Consumer Cyclical

4.68%+8.4%

Sector Allocation

Weight1M Change
Basic Materials
33.3%-55%
Real Estate
26.4%-41%
Industrials
24.2%-34%
Technology
7.6%-10%
Consumer Cyclical
4.7%+8%
Financial Services
4.3%-8%

Fundamentals

P/E Ratio

34.52

Cat avg: 24.50

P/B Ratio

3.91

Cat avg: 3.98

Dividend Yield

0.57%

Cat avg: 1.53%

Price/Sale

3.49

Price/Cash Flow

29.36

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak BSE Housing Index Reg Gr130.72-5.8%--
Groww Nifty SmCp 250MomtQul100IdxRgGr-----
UTI Nifty 50 Index Fund Reg Gr28,6850.38-2.3%+8.2%+9.8%
HDFC Nifty 50 Index23,7030.46-2.4%+8.1%+9.7%
ICICI Pru Nifty 50 Index Reg Gr16,8390.35-2.4%+8.1%+9.7%
SBI Nifty Index Reg Gr13,6460.40-2.4%+8.0%+9.6%
ICICI Pru Nifty Next 50 Index Gr9,4760.59+4.7%+17.3%+12.9%
UTI Nifty200 Momentum 30 Index Reg Gr8,5410.93-2.6%+12.0%+10.7%
HDFC BSE Sensex Index8,4850.37-4.4%+6.3%+8.9%
UTI Nifty Next 50 Index Reg Gr7,0020.84+4.8%+17.4%+12.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹13 Cr
Expense Ratio0.72%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings27

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.