Kotak BSE Sensex ETF · Regular · Growth
NAV
₹84.2849
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹25 Cr
Lumpsum returns (CAGR)
- 1Y
- -4.65%
- 3Y
- +7.72%
- 5Y
- +9.05%
- Since Inception
- +9.98%
SIP returns (XIRR)
- 1Y
- -6.78%
- 3Y
- +2.21%
- 5Y
- +6.35%
- Since Inception
- +11.13%
₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹26,557
Value today
9.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹10,80,000
Withdrawn
₹22,14,302
Corpus left
+₹22,94,302 net gain — withdrew ₹10,80,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹44,26,764
Value today
+38.9%
vs lumpsum
STP beat direct lumpsum by 38.9% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,00,574
Value today
3.0×
Multiple
Staying invested through that crash turned ₹1L into ₹3,00,574 — a 3.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.43
Sharpe Ratio
—
Alpha
—
Beta
-0.43
Sortino
13.75%
Std Dev
-16.08%
Max Drawdown
Performance Comparison
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Fund Details
Investment Objective
Kotak BSE Sensex ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.
About This Fund
Kotak BSE Sensex ETF · Regular · Growth is a ETF mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹24.9 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Sensex (Total Return Index).
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations