42
Index — Large CapAvoid
Kotak BSE HousIng Index
Kotak · Direct–Growth · rank #51 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-12.2%
-4.8% vs index
3 Years
6.4%
+0.3% vs index
5 Years
—
Since launch
6.6%
Year-by-year performance
2024
+20.6%+10.8% vs index
2025
-6.7%-18.4% vs index
2026
-5.5%+4.4% vs index
Why this score
Kotak BSE HousIng Index scores 42/100 — #51 of 82 Index — Large Cap fund (Avoid). It stands out for expense ratio — beating 62% 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.
Volatility18.85 · 2nd percentile in category
Fund size12.73 Cr · 3rd percentile in category
1Y return-12.16% · 5th percentile in category
Expense ratio0.29% · 62nd percentile in category
Sharpe ratio-0.01 · 59th percentile in category
3Y return6.38% · 55th percentile in category
Top holdings
1.Dixon Technologies (India) Ltd5.96%
2.DLF Ltd5.57%
3.Macrotech Developers Ltd5.41%
4.Kei Industries Ltd5.02%
5.Grasim Industries Ltd5.01%
26 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.