Mutual Funds

Kotak Nifty India Tourism Index Fund-Direct-Growth Option

Kotak Mahindra Mutual FundIndexVery High Risk
₹8.61-0.04 (-0.49%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹39 Cr

1Y Return

-15.5%

3Y CAGR

-

5Y CAGR

-

Expense

0.34%

Risk

Very High

Kotak Nifty India Tourism Index Fund-Direct-Growth Option
₹8.61-0.49%

1Y Return

-15.5%

3Y CAGR

-

5Y CAGR

-

Since Inception

-6.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹7.03
₹10.2

50% from 52W low

Fund Information

IndexEquitySince 30-09-2024

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity101.1%

Market Cap Split

Large Cap20.8%
Mid Cap54.1%
Small Cap20.8%

Top Holdings

17 stocks
Weight1M Change
1

InterGlobe Aviation Ltd

Industrials

20.78%+0.8%
2

Indian Hotels Co Ltd

Consumer Cyclical

19.83%+5.2%
3

GMR Airports Ltd

Industrials

18.18%+11.6%
4

ITC Hotels Ltd

Consumer Cyclical

9.19%+11.9%
5

Net Receivables

7.45%0.0%
6

Jubilant Foodworks Ltd

Consumer Cyclical

7.45%+11.9%
7

Indian Railway Catering And Tourism Corp Ltd

Consumer Cyclical

6.91%+11.9%
8

Triparty Repo

6.36%0.0%
9

EIH Ltd

Consumer Cyclical

2.89%+11.9%
10

Chalet Hotels Ltd

Consumer Cyclical

2.65%+11.9%

Sector Allocation

Weight1M Change
Consumer Cyclical
60.8%+100%
Industrials
40.3%+24%

Fundamentals

P/E Ratio

44.11

Cat avg: 24.47

P/B Ratio

7.38

Cat avg: 3.95

Dividend Yield

0.44%

Cat avg: 1.52%

Price/Sale

4.86

Price/Cash Flow

18.17

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Nifty India Tourism Idx Dir Gr390.34-15.5%--
DSP BFSI Next Index Fund Dir Gr-0.28---
UTI Nifty 50 Index Fund Dir Gr28,6850.26-2.1%+8.3%+9.9%
HDFC Nifty 50 Index Dir23,7030.31-2.2%+8.3%+9.8%
ICICI Pru Nifty 50 Index Dir Gr16,8390.17-2.2%+8.3%+9.8%
SBI Nifty Index Dir Gr13,6460.19-2.2%+8.3%+9.9%
ICICI Pru Nifty Next 50 Index Dir Gr9,4760.26+5.0%+17.7%+13.3%
UTI Nifty200 Momentum 30 Index Dir Gr8,5410.47-2.1%+12.6%+11.2%
HDFC BSE Sensex Index Dir8,4850.22-4.2%+6.5%+9.0%
UTI Nifty Next 50 Index Dir Gr7,0020.40+5.3%+18.0%+13.4%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹39 Cr
Expense Ratio0.34%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings17

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.