Kotak S&P BSE Sensex ETF has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 29.13 | 15.59 | 14.83 | 12.67 |
Average Rolling Returns(%) | 14.86 | 14.01 | 12.28 | 12.30 |
The Current NAV of Kotak S&P BSE Sensex ETF is ₹78.15.
You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark S&P BSE SENSEX - TRI, as the Funds portfolio is similar to its benchmark.
Kotak S&P BSE Sensex ETF fund’s expense ratio is 0.28%
The process for redemption is
The AUM of Kotak S&P BSE Sensex ETF is currently ₹26 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 34% of its portfolio. Top 5 and 10 stocks of fund account for 46% and 66% of fund’s portfolio respectively.
Top three sectors of Kotak S&P BSE Sensex ETF fund are BFSI, IT and Oil & Gas accounting for 64% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a ETFs - Index 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 Sensex ETF Fund is ETFs - Index.
Devender Singhal and Satish Dondapati manage the Kotak S&P BSE Sensex ETF Fund.
Kotak S&P BSE Sensex ETF current PE ratio is 30.80 and PB ratio is 6.23
The asset allocation of Kotak S&P BSE Sensex ETF is Stocks : 99.99%, Debt : 0.01% and Gold : 0%
The minimum SIP amount for Kotak S&P BSE Sensex ETF is N/A and minimum lumpsum is ₹10000.00
The exit load for Kotak S&P BSE Sensex ETF is NIL