Kotak BSE PSU Index Fund

Other: Index Funds | Growth

MAX CAGR

-2.94%

Fund Size

₹83.84 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

Kotak BSE PSU Index Fund Growth is a mutual fund managing assets worth ₹83.84 Cr. The current NAV is ₹9.43 as of Jul 20. It has delivered a maximum CAGR of 2.94%. Investors can start with a minimum SIP amount of ₹100.

Kotak BSE PSU Index Fund Details

Fund Size

₹83.84 Cr

Type

Other: Index Funds

Minimum Investment

₹100

NAV (Jul 20)

₹9.43

Plan Type

Regular

Launch Date

31 Jul 2024

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.133%

Kotak BSE PSU Index Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Kotak BSE PSU Index Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Kotak BSE PSU Index Fund

Kotak BSE PSU Index Fund is a Growth Others mutual fund managed by Kotak Mutual Fund.

The current NAV of Kotak BSE PSU Index Fund is ₹9.43 as of Jul 20.

You can invest in Kotak BSE PSU Index Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Kotak BSE PSU Index Fund is ₹100.

The expense ratio of Kotak BSE PSU Index Fund is 1.13%.

For Kotak BSE PSU Index Fund, if it is an Equity Fund of Funds (having ≥65% of domestic equity funds as underlying), capital gains are taxed similarly to equity funds: STCG of 20% (plus applicable surcharge and 4% health & education cess) if redeemed within 12 months and LTCG of 12.5% if redeemed after 12 months. For Non-Equity Fund of Funds (having <65% of domestic equity funds as underlying, including international, gold, and multi-asset FoFs), gains are taxed based on a 24-month holding period: if redeemed within 24 months or less, profits are added to your total income and taxed as per your individual income tax slab rate; if held for more than 24 months, profits are taxed at a flat rate of 12.5% without indexation benefits. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Kotak BSE PSU Index Fund is managed by Mr. Abhishek Bisen.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.