3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
| # | Fund / ETF | Weight | YTD |
|---|---|---|---|
| 1 | Kotak Silver ETF
INF174KA1ZD3 |
11.30%
|
+0.00% |
| 2 | Kotak Nifty PSU Bank ETF
INF373I01023 |
8.84%
|
+0.00% |
| 3 | Kotak Nifty Bank ETF
INF174KA1ZB7 |
8.09%
|
-3.78% |
| 4 | Kotak Gold ETF
INF174KA1HJ8 |
7.04%
|
+0.00% |
| 5 | Kotak Nifty 50 ETF
INF174K014P6 |
4.78%
|
+0.00% |
To generate long term capital appreciation from a portfolio created by investing in units of Kotak Mahindra Mutual Fund schemes & ETFs / Index schemes (Domestic & Offshore Funds including Gold ETFs scheme).
Fund manager(s): Abhishek Bisen, Devender Singhal
Exit load: Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days