Index Fundregulargrowth
Kotak Nifty India Tourism Index Fund-Regular plan-Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-4.77%
1 Month-16.46%
3 Months-23.66%
6 Months-26.40%
1 Year-24.44%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Sept 2024)-20.09%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-40.35%
3 Year SIP—
5 Year SIP—
Since Inception (Sept 2024)-30.97%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹32.0 Cr
Expense Ratio0.96%
Min SIP₹100
Min Lumpsum₹100
Launch Date30 Sept 2024
AMFI Code152872
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Nifty India Tourism Index Fund-Regular plan-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 Nifty India Tourism Index Fund-Regular plan-Growth is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹32.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.96%.
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