Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Kotak S&P BSE Housing Index
  • Opening:
    7th August 2023
  • Closing:
    21st August 2023
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs. 5000/- and in multiples of Rs 1 for purchases and of Re 0.01 for switches.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    Nil
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to replicate the composition of the S&P BSE Housing Index and to generate returns that are commensurate with the performance of the S&P BSE Housing Index, subject to tracking errors.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Devender Singhal, Satish Dondapati, Abhishek Bisen

Asset Allocation

95-100% Equity
upto 5% Money Market
Comparable existing schemes
UTI S&P BSE Housing Index Fund 2.64(1M) Not Available
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

A larger play on the return of the real estate segment which has jumped back to life in the stock as well as the "real" market

  • Fund House AAUM:

  • Rs. 31237132.93 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The segment always look s attractive but fails to deliver over time periods. Will this boom be different? Difficult to say.