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Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹6,653 Cr

Lock In Period

N/A

Expense Ratio

0.35

Exit Load

For redemption / switch-out of units on or before 30 days from the date of allotment: 0.15% of applicable NAV.For redemption / switch-out of units after 30 days from the date of allotment – Nil.

Benchmark

N/A

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.55-1.512.18
6M2.930.404.11
1Y5.832.567.51
3Y7.309.0525.79

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-06-30
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About Fund Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹6,653 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 0.35. Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Abhishek Bisen

Mr. Abhishek holds B.A (Management) and MBA (Finance). He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan CRISIL IBX 90 10 SDL Plus Gilt Sep 2027 Index Fund Growth0142 CR0.34
HSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth01,776 CR0.33
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth06,653 CR0.35
HDFC Nifty G-Sec Jun 2036 Index Fund Growth0843 CR0.35
Invesco India Nifty G-sec Sep 2032 Index Fund Growth049 CR0.28
Fund Name1Y3Y
This FundBandhan CRISIL IBX 90 10 SDL Plus Gilt Sep 2027 Index Fund Growth5.556623.5145
This FundHSBC CRISIL IBX 50 50 Gilt Plus SDL Apr 2028 Index Fund Growth5.254723.5466
This FundKotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth5.826823.5517
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth4.535625.1071
This FundInvesco India Nifty G-sec Sep 2032 Index Fund Growth4.860425.1933

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth FAQs

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth is 0.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.55%
  • 6 Months : 2.93%
  • 1 Year : 5.83%
  • 3 Years : 7.30%
Returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 13.0626 as on Jul 17,2026. Since inception, the return has been 23.55%.

You can invest in Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth is ₹6,653 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.