FAQ : Kotak S&P BSE Housing Index Fund - Regular Plan - Growth

Kotak S&P BSE Housing Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹12.18.

It is better to invest in a fund with a longer track record as Kotak S&P BSE Housing Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.

Kotak S&P BSE Housing Index Fund - Regular Plan - Growth fund’s expense ratio is 0.87%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak S&P BSE Housing Index Fund - Regular Plan - Growth is currently ₹8 Crores.

The Top three stocks are DLF, Ambuja Cement and Ultratech Cement and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 49% of fund’s portfolio respectively.

Top three sectors of Kotak S&P BSE Housing Index Fund - Regular Plan - Growth fund are Construction & Infrastructure, Chemicals and Consumer Durables accounting for 84% 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 - Regular Plan - Growth Fund is Index Funds - Other.

Devender Singhal and Satish Dondapati manage the Kotak S&P BSE Housing Index Fund - Regular Plan - Growth Fund.

Kotak S&P BSE Housing Index Fund - Regular Plan - Growth current PE ratio is 56.04 and PB ratio is 7.30

The asset allocation of Kotak S&P BSE Housing Index Fund - Regular Plan - Growth is Stocks : 100.05%, Debt : -0.05% and Gold : 0%

The minimum SIP amount for Kotak S&P BSE Housing Index Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak S&P BSE Housing Index Fund - Regular Plan - Growth is Nil

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