Kotak S&P BSE Housing Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak S&P BSE Housing Index Fund - Growth - Direct Plan is ₹13.38.
It is better to invest in a fund with a longer track record as Kotak S&P BSE Housing Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak S&P BSE Housing Index Fund - Growth - Direct Plan fund’s expense ratio is 0.22%
The process for redemption is
The AUM of Kotak S&P BSE Housing Index Fund - Growth - Direct Plan is currently ₹10 Crores.
The Top three stocks are Voltas, Supreme Industries and Havells India and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 50% of fund’s portfolio respectively.
Top three sectors of Kotak S&P BSE Housing Index Fund - Growth - Direct Plan fund are Construction & Infrastructure, Chemicals and Consumer Durables accounting for 83% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak S&P BSE Housing Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Devender Singhal and Satish Dondapati manage the Kotak S&P BSE Housing Index Fund - Growth - Direct Plan Fund.
Kotak S&P BSE Housing Index Fund - Growth - Direct Plan current PE ratio is 65.55 and PB ratio is 8.27
The asset allocation of Kotak S&P BSE Housing Index Fund - Growth - Direct Plan is Stocks : 100.05%, Debt : -0.03% and Gold : 0%
The minimum SIP amount for Kotak S&P BSE Housing Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak S&P BSE Housing Index Fund - Growth - Direct Plan is Nil