myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak S&P BSE Housing Index

Opening:

7th August 2023

Closing:

21st August 2023

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 Load:

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

upto 5% Debt Nil Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

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

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