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Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

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Kotak BSE PSU Index Fund - Direct Plan - Growth

Kotak Mahindra Mutual Fund · Other · Index Funds

₹9.39

-0.01 (-0.06%) trending_down

AUM: —

NAV updated 25 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

0.28

Std Dev (1Y)

16.66%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.31%

3m

+4.08%

6m

+4.03%

1y

+6.9%

3y

5y

10y

since inception

+0.55%

rate_review TopFund's Take on Kotak BSE PSU Index Fund - Direct Plan - Growth

Kotak BSE PSU Index Fund - Direct Plan - Growth is a Index Funds fund from Kotak Mahindra Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.28 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.66% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Kotak BSE PSU Index Fund - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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