Index — Large CapAvoid

Kotak BSE HousIng Index

Kotak · Direct–Growth · rank #49 / 81 Smart Score ke hisaab se

Data updated 24 Jul 2026

Kotak BSE HousIng Index ka score 41/100 hai — 81 mein #49 Index — Large Cap fund (Avoid). Mazbooti: expense ratio (category mein 69th percentile) aur Sharpe ratio (category mein 63th percentile). Kamzori: utaar-chadhaav (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty 50 (index-fund proxy)

1 saal

-5.9%

-1.5% index ke muqable

3 saal

—

5 saal

—

Launch se

9.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2024

20.6%

2025

-6.7%

2026

0.4%

Risk metrics

Sharpe ratio

0.14

↑ jitna zyada, utna accha

Sortino ratio

0.19

↑ jitna zyada, utna accha

Std deviation

19.05

↓ jitna kam, utna accha

Alpha

-0.65

↑ jitna zyada, utna accha

Beta

1.16

≈1 yaani market ke saath

Isi category ke aur funds

Kotak Nifty Next 50 Index

3 saal 18.1%

Edelweiss Nifty Next 50 Index

3 saal 18.1%

Axis Nifty Next 50 Index

3 saal 18.1%

UTI Nifty Next 50 Index

3 saal 18.1%

Research aur education ke liye — investment advice nahi.

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