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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Kotak Nifty PSU Bank ETF
|
Very High
|
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0.49 |
|||
Very High
|
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0.19 |
||||
Very High
|
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0.15 |
||||
Very High
|
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0.19 |
||||
Very High
|
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0.17 |
₹1,692 Cr
--
10,000
--
--
--
Investment Strategy
The objective of the scheme is to provide returns that correspond to the total returns of Nifty PSU Bank Index.
Suitability
This is a fund that invests mainly in shares of banks and financial services companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other banking sector fund, if you need to redeem your investment in less than seven years.
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
1 min read•By News Desk
To invest in Kotak Nifty PSU Bank ETF you need a demat account and a trading account with a stockbroker, as Exchange Traded Funds (ETFs) are bought and sold on the stock exchange just like shares. You can purchase Kotak Nifty PSU Bank ETF directly through your broker’s platform.
The latest declared NAV of Kotak Nifty PSU Bank ETF, is ₹716.1789 as of 19-Jul-2025.
Company | Percentage of Portfolio |
---|---|
32.10
|
|
14.41
|
|
12.05
|
|
11.92
|
|
9.29
|
Over the past five years, Kotak Nifty PSU Bank ETF has delivered an annualised return of 38.33% as of 19-Jul-2025.
The minimum investment required to start investing in Kotak Nifty PSU Bank ETF is ₹10,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.