NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.15
-6.98%
NAV as on 20 Jan 25, 12:00 AM
very high risk
index funds
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
index funds
equity
21.05%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
29.71%p.a.
Since Inception
About Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl scheme from Kotak Mahindra Asset Management Co Ltd. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on Aug 2023, Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl is Index Funds fund of its category with 18.54 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl delivered 21.1% annual returns during the last year. It has delivered 29.7% average annual returns since the fund was launched.
- Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
Dixon Technologies (India) Ltd
7.78%
Voltas Ltd
5.82%
Grasim Industries Ltd
5.41%
Polycab India Ltd
5.30%
UltraTech Cement Ltd
5.02%
Godrej Properties Ltd
4.94%
Phoenix Mills Ltd
4.91%
DLF Ltd
4.86%
Shree Cement Ltd
4.81%
Havells India Ltd
4.76%
Fund Managers
- Abhishek Bisen (Sep 2023 - Present)
- Devender Singhal (Sep 2023 - Present)
- Satish Dondapati (Sep 2023 - Present)
Key Information
View Scheme Document
Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak BSE Housing Index Fund Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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