20
Index — Large CapAvoid
Kotak BSE HousIng Index
Kotak · Direct–Growth · rank #73 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-13.7%
-3.5% vs index
3 Years
5.0%
-1.3% vs index
5 Years
—
Since launch
5.3%
Year-by-year performance
2024
+20.6%+10.8% vs index
2025
-6.7%-18.4% vs index
2026
-8.5%+3.2% vs index
Why this score
Kotak BSE HousIng Index scores 20/100 — #73 of 82 Index — Large Cap fund (Avoid). The main drag is its 3y return (better than only 9% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return4.95% · 9th percentile in category
Volatility18.92 · 2nd percentile in category
Fund size11.76 Cr · 3rd percentile in category
Alpha-2.57 · 9th percentile in category
1Y return-13.66% · 1st percentile in category
Sharpe ratio-0.08 · 39th percentile in category
Top holdings
1.Phoenix Mills Ltd5.26%
2.DLF Ltd5.24%
3.Ultratech Cement Ltd5.2%
4.Shree Cement Ltd5.01%
5.Macrotech Developers Ltd4.98%
26 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.