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Index Fund

Kotak BSE Sensex Index Fund · Direct · Growth

Kotak Mahindra Mutual Fund

NAV

₹10.2160

as of 16 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-5.49%
3Y
5Y
Since Inception
+1.56%

SIP returns (XIRR)

1Y
-7.93%
3Y
5Y
Since Inception
-3.50%

Returns calculated from 27 January 2025 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryIndex Fund
Launch Date27 Jan 2025
AMFI Code153286
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Kotak BSE Sensex Index Fund · Direct · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Kotak BSE Sensex Index Fund · Direct · Growth is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years.

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