Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹13.5070 -0.32%
As on 18-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak BSE Housing Index Fund - Regular Plan
|
|
Very High
|
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0.72 |
||
|
|
Very High
|
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1.10 |
|||
|
|
Very High
|
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1.06 |
|||
|
|
Very High
|
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1.52 |
|||
|
|
Very High
|
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0.20 |
₹17 Cr
--
100
1,000
100
1
Investment Strategy
The scheme is seeks to replicate the composition of the S&P BSE Housing Index and to generate returns that are commensurate with the performance of the S&P BSE Housing Index, subject to tracking errors.
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak BSE Housing Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak BSE Housing Index Fund - Regular Plan can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak BSE Housing Index Fund - Regular Plan, is ₹13.5070 as of 19-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
5.96
|
|
|
5.40
|
|
|
5.12
|
|
|
5.11
|
|
|
5.05
|
Over the past five years, Kotak BSE Housing Index Fund - Regular Plan has delivered an annualised return of --% as of 19-Jun-2025.
The minimum investment required to start investing in Kotak BSE Housing Index Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
