Kotak BSE PSU Index Fund(G)-Direct Plan
-5.72%
1Y annualised
-5.72%
1Y annualised
-1.81% 1D
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NAV : 23 Oct 2026
₹8.56
Min. SIP amount
₹100
Fund size (AUM)
75 Cr
Expense ratio
0.39%
Launched on
31 Jul 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 23 Oct 2026
₹8.56
Min. SIP amount
₹100
Fund size (AUM)
75 Cr
Expense ratio
0.39%
Launched on
31 Jul 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
73.42%
Mid Cap
20.99%
Small Cap
5.50%
Others
0.09%
Sector Allocation
Bank
30.29%
Power
15.38%
Capital Goods
15.15%
Crude Oil
12.63%
Mining
6.35%
Finance
5.93%
Insurance
3.47%
Gas Transmission
2.69%
Others
7.84%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Satish Dondapati
Present
Abhishek Bisen
Present
Jeetu Valechha Sonar
Present
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FAQs
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