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Holdings (16)

NameSectorInstrumentAssets
Kotak Gold ETFNAMutual Fund11.51%
Kotak Nifty PSU Bank Exchange Traded FundNAMutual Fund8.66%
Kotak Infrastructure and Economic Reform Fund Direct-GrowthNAMutual Fund8.65%
Kotak Consumption Fund Direct - GrowthNAMutual Fund8.13%
Kotak Manufacture in India Fund Direct - GrowthNAMutual Fund7.42%
Kotak Nifty IT ETF - GrowthNAMutual Fund7.02%
Kotak Silver ETF-GrowthNAMutual Fund6.82%
Kotak Gilt Investment - Direct PlanNAMutual Fund5.93%
Kotak Active Momentum Fund Direct-GrowthNAMutual Fund5.63%
Kotak Nifty 50 ETF-IDCWNAMutual Fund4.98%

Returns and rankings

1Y3Y5YAll
Fund Returns13.63%18.15%17.69%14.54%
Category Average15.09%17.81%16.11%NA%
Rank Within Category21.00%9.00%NA%NA%

Expense ratio, exit load and tax


Expense ratio: 0.36%

Inclusive of GST


Exit load

Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days


Stamp duty

0.005% (from July 1st, 2020)


Tax implication

If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.


Fund management

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