TickerKhojKotak Mahindra Mutual Fund · Index Funds · Equity Index · Regular plan
Kotak BSE Housing Index Fund - Regular Plan - Growth
₹11.85NAV on 2 Nov 2026Expense ratio 0.93%
29 Oct 2025NAV low 10.95 · high 13.88-16.2%
In plain words
Over 3 years it returned +4.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -27.1%.
On 3-year return it ranks 145 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹2,740 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.3% | +1.9% |
| 3 months | -12.3% | -5.1% |
| 6 months | -5.9% | -3.2% |
| 1 year | -16.0% | -10.2% |
| 3 years (yearly) | +4.9% | +7.4% |
| Since start (yearly) | +3.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,08,995 | -14.7% |
| 3 years | ₹3,60,000 | ₹3,27,520 | -5.8% |
Other plan of this fund: Kotak BSE Housing Index Fund - Direct Plan - Growth