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- Other Scheme >
- Index Funds
NAV: ₹ ↓ -1.18%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Kotak BSE Housing Index Fund - Direct Plan - Growth Option and its peers as on 11 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak BSE Housing Index Fund - Direct Plan - Growth Option | -5.74% | -1.18% | -3.82% | -6.16% | 2.78% | -9.71% | 6.01% | - | - | - |
| SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH | -9.82% | -0.34% | -2.09% | -4.37% | 1.56% | -5.65% | 6.34% | 7.13% | 12.21% | 11.1% |
| SBI Nifty Next 50 Index Fund - Direct Plan - Growth | 4.05% | -0.62% | -1.1% | -3.39% | 5.76% | 6.66% | 16.21% | 11.58% | - | - |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth | 4.13% | 0.01% | 0.09% | 0.47% | 1.49% | 6.02% | 7.24% | - | - | - |
| SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth | 3.11% | -0.12% | -0.11% | -0.04% | 1.16% | 5.3% | 7.7% | - | - | - |
| SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth | 2.69% | -0.38% | -0.35% | -0.96% | 1.09% | 4.29% | 7.49% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 20.4% | -6.12% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -3.59% | -1.12% | -7.02% | 2.82% | -14.43% | 11.05% | -0.27% | 2.97% | 3.03% | -0.69% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.94% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.06% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| Dixon Technologies India Ltd | DIXON (INE935N01020) | Consumer Durables | 5.64% | |
| MACROTECH DEVELOPERS LTD | LODHA (INE670K01029) | Realty | 5.41% | |
| DLF LIMITED | DLF (INE271C01023) | Realty | 5.36% | |
| Ultratech Cement Ltd. | ULTRACEMCO (INE481G01011) | Cement and Cement Products | 5.04% | |
| Shree Cement Ltd. | SHREECEM (INE070A01015) | Cement and Cement Products | 5.03% | |
| PHOENIX MILLS LTD. | PHOENIXLTD (INE211B01039) | Realty | 4.93% | |
| Havells India Ltd. | HAVELLS (INE176B01034) | Consumer Durables | 4.92% | |
| Asian Paints(India) Ltd. | ASIANPAINT (INE021A01026) | Consumer Durables | 4.66% | |
| Grasim Industries Ltd. | GRASIM (INE047A01021) | Cement and Cement Products | 4.64% | |
| Voltas Ltd. | VOLTAS (INE226A01021) | Consumer Durables | 4.64% | |
| KEI Industries Ltd. | KEI (INE878B01027) | Industrial Products | 4.45% | |
| polycab India Limited | POLYCAB (INE455K01017) | Industrial Products | 4.40% | |
| Prestige Estates Projects Limited | PRESTIGE (INE811K01011) | Realty | 4.22% | |
| AMBUJA CEMENTS LTD. | AMBUJACEM (INE079A01024) | Cement and Cement Products | 4.20% | |
| GODREJ PROPERTIES LIMITED | GODREJPROP (INE484J01027) | Realty | 4.14% | |
| JK Cement Ltd. | JKCEMENT (INE823G01014) | Cement and Cement Products | 3.53% | |
| Supreme Industries Limited | SUPREMEIND (INE195A01028) | Industrial Products | 3.49% | |
| BLUE STAR LTD. | BLUESTARCO (INE472A01039) | Consumer Durables | 3.33% | |
| Oberoi Realty Limited | OBEROIRLTY (INE093I01010) | Realty | 3.30% | |
| ASTRAL LTD. | ASTRAL (INE006I01046) | Industrial Products | 2.72% | |
| LIC HOUSING FINANCE LTD. | LICHSGFIN (INE115A01026) | Finance | 2.42% | |
| LG ELECTRONICS INDIA LTD. | LGEINDIA (INE324D01010) | Consumer Durables | 2.38% | |
| Berger Paints India Ltd. | BERGEPAINT (INE463A01038) | Consumer Durables | 2.26% | |
| Dalmia Bharat Limited | DALBHARAT (INE00R701025) | Cement and Cement Products | 2.15% | |
| BAJAJ HOUSING FINANCE LTD. | BAJAJHFL (INE377Y01014) | Finance | 1.45% | |
| ACC Ltd. | ACC (INE012A01025) | Cement and Cement Products | 1.23% |
Portfolio data is as on date 31 July, 2026
NAV history
Kotak BSE Housing Index Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 September, 2026 | 12.574 | -1.18% |
| 10 September, 2026 | 12.724 | -0.14% |
| 9 September, 2026 | 12.742 | -1.1% |
| 8 September, 2026 | 12.884 | -0.53% |
| 7 September, 2026 | 12.952 | -0.93% |
| 4 September, 2026 | 13.074 | -1.1% |
| 3 September, 2026 | 13.219 | 0.89% |
| 2 September, 2026 | 13.103 | -0.73% |
| 1 September, 2026 | 13.199 | -1.09% |
| 31 August, 2026 | 13.345 | -0.42% |
| 28 August, 2026 | 13.401 | -0.44% |
| 27 August, 2026 | 13.46 | -0.22% |
| 26 August, 2026 | 13.49 | -0.08% |
| 25 August, 2026 | 13.501 | 0.54% |
| 24 August, 2026 | 13.429 | -0.2% |
| 21 August, 2026 | 13.456 | -0.22% |
| 20 August, 2026 | 13.486 | 0.79% |
| 19 August, 2026 | 13.38 | -0.49% |
| 18 August, 2026 | 13.446 | -0.85% |
| 17 August, 2026 | 13.561 | 0.27% |
| 14 August, 2026 | 13.524 | 0.23% |
| 13 August, 2026 | 13.493 | 0.69% |
| 12 August, 2026 | 13.401 | 0.01% |
| 11 August, 2026 | 13.399 | -1.05% |
| 10 August, 2026 | 13.541 | 0.47% |
| 7 August, 2026 | 13.478 | -0.24% |
| 6 August, 2026 | 13.51 | -0.86% |
| 5 August, 2026 | 13.627 | 0.83% |
| 4 August, 2026 | 13.515 | -0.12% |
| 3 August, 2026 | 13.531 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak BSE Housing Index Fund - Direct Plan - Growth Option?
The latest NAV of Kotak BSE Housing Index Fund - Direct Plan - Growth Option is 12.574 as on 11 September, 2026.What are YTD (year to date) returns of Kotak BSE Housing Index Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Kotak BSE Housing Index Fund - Direct Plan - Growth Option are -5.74% as on 11 September, 2026.What are 1 year returns of Kotak BSE Housing Index Fund - Direct Plan - Growth Option?
The 1 year returns of Kotak BSE Housing Index Fund - Direct Plan - Growth Option are -9.71% as on 11 September, 2026.What are 3 year CAGR returns of Kotak BSE Housing Index Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of Kotak BSE Housing Index Fund - Direct Plan - Growth Option are 6.01% as on 11 September, 2026.