indexHigh risk

Kotak BSE Housing Index Fund - Direct Plan - IDCW Option

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Kotak Mahindra Mutual Fund. It's been running since 4 Sep 2023.

Latest price per unit

₹13.073

▼ 1.10% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹93.3k

▼ ₹6.7k loss · -6.7% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.9k gain · 8.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

18.8%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-26.59%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-6.67%

CAGR — 3 years8.26%

CAGR — 5 years—

CAGR — since launch8.26%

Volatility — 1 year (annualised)18.73%

Volatility — 3 years (annualised)18.82%

Max drawdown — 1 year-22.04%

Max drawdown — 3 years-26.59%

Sharpe ratio — 1 year (rf=6%)-0.70

Sharpe ratio — 3 years (rf=6%)0.11

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Other Scheme - Index Funds
Plan: Direct
Option: IDCW
ISIN (Growth): INF174KA1OY3
ISIN (Div re-invest): INF174KA1OZ0
Fund code: 152037
First price on record: 4 Sep 2023 · 739 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.