32
Index — Large CapAvoid
Kotak BSE HousIng Index
Kotak · Direct–Growth · rank #59 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-6.7%
-4.2% vs index
3 Years
8.3%
+0.3% vs index
5 Years
—
Since launch
8.3%
Year-by-year performance
2024
+20.6%+10.8% vs index
2025
-6.7%-18.4% vs index
2026
-1.2%+6.6% vs index
Why this score
Kotak BSE HousIng Index scores 32/100 — #59 of 82 Index — Large Cap fund (Avoid). 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.
Volatility18.76 · 2nd percentile in category
Fund size13.44 Cr · 4th percentile in category
1Y return-6.67% · 2nd percentile in category
Sharpe ratio0.09 · 34th percentile in category
Alpha-1.26 · 30th percentile in category
Sortino ratio0.13 · 35th percentile in category
Top holdings
1.Dixon Technologies (India) Ltd5.64%
2.Macrotech Developers Ltd5.41%
3.DLF Ltd5.36%
4.Ultratech Cement Ltd5.04%
5.Shree Cement Ltd5.03%
26 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.