Index — Large CapAvoid

Kotak BSE HousIng Index

Kotak · Direct–Growth · rank #49 of 81 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty 50 (index-fund proxy)

1 Year

-4.6%

-1.9% vs index

3 Years

—

5 Years

—

Since launch

10.2%

Year-by-year performance

last entry = YTD

2024

+20.6%+10.8% vs index

2025

-6.7%-18.4% vs index

2026

+2.8%+9.7% vs index

Why this score

Kotak BSE HousIng Index scores 41/100 — #49 of 81 Index — Large Cap fund (Avoid). It stands out for expense ratio and sharpe ratio — beating 69% of peers on expense ratio. The main drag is its volatility (better than only 2% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Volatility19.04 · 2nd percentile in category

Fund size12.89 Cr · 3rd percentile in category

Expense ratio0.26% · 69th percentile in category

1Y return-4.61% · 19th percentile in category

Sharpe ratio0.19 · 63rd percentile in category

Sortino ratio0.26 · 63rd percentile in category

Other Index — Large Cap funds

Kotak Nifty Next 50 Index

3Y 18.6%

Edelweiss Nifty Next 50 Index

3Y 18.6%

Axis Nifty Next 50 Index

3Y 18.6%

UTI Nifty Next 50 Index

3Y 18.6%