Kotak BSE PSU Index Fund - Regular Plan - Growth

Fund House: Kotak Mahindra Mutual Fund
Category: Index Fund
Launch Date: 31-07-2024
Asset Class:
Benchmark: BSE PSU TRI
TER: 1.05% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 0
Minimum Topup: 0
Total Assets: 72 Cr As on 30-11-2024(Source:AMFI)
Turn over: -

8.219

-12.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY CPSE TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnKotak BSE PSU Index Fund - Regular Plan -GrowthKotak BSE PSU Index Fund - Regular Plan - GrowthNIFTY CPSE Total Return IndexIndex FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-20-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak BSE PSU Index Fund - Regular Plan - Growth 31-07-2024 - - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 33.35 40.5 15.73 - -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 32.78 33.29 - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 28.96 26.6 13.16 - -
Bandhan Nifty IT Index Fund - Regular Plan - Growth 31-08-2023 27.64 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.65%

Large Cap

79.48%

Mid Cap

17.8%

Scheme Documents

There are no scheme documents available

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