Funds similar to Kotak BSE PSU Index Fund Direct-Growth in the Equity: Thematic-PSU category include SBI PSU Direct Plan-Growth, Aditya Birla Sun Life PSU Equity Fund Direct-Growth, and ICICI Prudential PSU Equity Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

The category rank of Kotak BSE PSU Index Fund Direct-Growth is shown in the Trailing Returns section above.

Kotak BSE PSU Index Fund Direct-Growth has an expense ratio of 0.47%. The peers SBI PSU Direct Plan-Growth has an expense ratio of 0.97% and Aditya Birla Sun Life PSU Equity Fund Direct-Growth has 0.76%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Kotak BSE PSU Index Fund Direct-Growth has an AUM of ₹75.62 crore. The peers SBI PSU Direct Plan-Growth has an AUM of ₹6,353.85 crore and Aditya Birla Sun Life PSU Equity Fund Direct-Growth has ₹5,774.54 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Equity: Thematic-PSU category on a 3-year basis is SBI PSU Direct Plan-Growth with a CAGR of 18.41% as of 21 Oct 2026. Kotak BSE PSU Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of Kotak BSE PSU Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.