Kotak BSE PSU Index Fund Direct-Growth
Equity: Thematic-PSU - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-PSUBenchmark: BSE PSU Total Return IndexCheck Portfolio Overlap →
NAV: ₹8.72-0.49%
22 Oct 2026
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| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.45% | - | - | - |
| Avg. of funds with same benchmark | -0.45% | - | - | - |
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 07 Aug, 2025 - 22 Oct, 2026 | - | - | - |
| Average returns | 9.17% | - | - | - |
| Standard deviation | 11.58% | - | - | - |
| Best returns | 38.82% 1 year ending on 25 Feb, 2026 | - | - | - |
| Worst returns | -14.51% 1 year ending on 29 Aug, 2025 | - | - | - |
| Period with positive return | 75.76% | - | - | - |
| Period with return > 5% | 68.69% | - | - | - |
| Period with return > 10% | 43.43% | - | - | - |
| Period with return > 15% | 24.92% | - | - | - |
| Beat % Category | 69.70% | - | - | - |
| Beat % Benchmark | 75.42% | - | - | - |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -6.34% | -4.90% | -13.87% | -3.94% | - | - | - | -5.96% |
| Equity: Thematic-PSU | -9.05% | -5.85% | -13.65% | -7.21% | 14.49% | 17.38% | 13.54% | - |
| BSE PSU Total Return Index | -8.38% | -4.79% | -5.01% | -7.84% | 9.75% | 8.18% | 12.35% | - |
| Rank in category | 5 | 2 | 6 | 4 | - | - | - | - |
| Funds in category | 7 | 8 | 8 | 7 | 4 | 3 | 2 | - |