Kotak BSE PSU Index Fund
Kotak BSE PSU Index Fund is a index funds etfs fund of Kotak Mahindra Mutual Fund with ₹74 cr under management. It is ahead of its benchmark (BSE PSU TRI) in 0 of 1 periods. Its direct plan charges 0.47% a year.
Has Kotak BSE PSU Index Fund beaten its benchmark?
Ahead of its benchmark, BSE PSU TRI, in 0 of 1 periods in AMFI's figures; −1.70% over the last year against −1.26%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.93% | −3.60% | — |
| 3 months | −5.65% | −5.03% | — |
| 6 months | −9.46% | −1.83% | — |
| 1 year | −0.08% | −4.06% | +3.98 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 5 Aug 2024 | −2.53% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −1.70% | −2.32% | −1.26% | −0.44 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2024 to 14 Oct 2026₹100 put in at the start of Aug 2024 would be ₹92 on 14 Oct 2026, against ₹95 in the Nifty 500 TRI.
What does Kotak BSE PSU Index Fund cost?
0.47% a year on the direct plan, 1.12% on the regular plan; 181 of 285 funds in its category charge less.
Who manages Kotak BSE PSU Index Fund?
Satish Dondapati, since None; Abhishek Bisen, since None; Jeetu Valechha Sonar, since None.
What does Kotak BSE PSU Index Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages Kotak BSE PSU Index Fund?
Satish Dondapati (manager) since None; Abhishek Bisen (manager) since None; Jeetu Valechha Sonar (manager) since None.
What is the expense ratio of Kotak BSE PSU Index Fund?
0.47% a year on the direct plan and 1.12% on the regular plan (expense report, Oct 2026).
See Kotak BSE PSU Index Fund beside your own funds in Valarth
