The Kotak S&P BSE Sensex ETF, managed by Kotak Mahindra Asset Management Company, aims to replicate the total returns of the BSE Sensex TRI, focusing on market cap weighted investments.

This open-ended scheme employs a tracking approach to closely align its performance with the BSE SENSEX TRI, although it does not guarantee achieving its investment objective.

The portfolio exhibits significant concentration in the banking sector, particularly with HDFC Bank and ICICI Bank, which collectively account for over 25% of total holdings, indicating potential concentration risk.

Performance metrics reveal a solid 1Y return of +8.8% and a 3Y CAGR of +11.7%, showcasing consistent growth in line with market trends and the benchmark index.

With an AUM of ₹24.5 Cr and a low expense ratio of 0.18%, the ETF offers an efficient investment vehicle, managed by experienced professionals, ensuring liquidity and competitive costs.