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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹194 Cr

Lock In Period

N/A

Expense Ratio

0.43

Benchmark

Nifty SDL Jul 2033 Index

Exit Load

Nil

Summary

Latest details for Kotak Nifty SDL Jul 2033 Index Fund Growth include a ₹12.5205 NAV as of Feb 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty SDL Jul 2033 Index Fund Growth AUM is ₹194 Cr, with a lock-in of N/A years, expense ratio of 0.43%, and benchmark Nifty SDL Jul 2033 Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-31
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About Fund

Kotak Nifty SDL Jul 2033 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹194 Crore. The fund benchmarks its performance against the Nifty SDL Jul 2033 Index while maintaining an expense ratio of 0.43. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC Nifty SDL Oct 2026 Index Fund Growth0184.84 CR0.35
This FundKotak Nifty G-Sec July 2033 Index Fund Growth022.33 CR0.39
This FundKotak Nifty SDL Jul 2033 Index Fund Growth0194.47 CR0.43
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth0663.44 CR0.33
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth0880.77 CR0.42
Fund Name1Y3Y
This FundHDFC Nifty SDL Oct 2026 Index Fund Growth7.02940
This FundKotak Nifty G-Sec July 2033 Index Fund Growth7.03140
This FundKotak Nifty SDL Jul 2033 Index Fund Growth5.55210
This FundHDFC Nifty G-Sec July 2031 Index Fund Growth7.800927.6535
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth7.111127.9102

FAQs

Kotak Nifty SDL Jul 2033 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 Jul 2033 Index Fund Growth is 0.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty SDL Jul 2033 Index Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Kotak Nifty SDL Jul 2033 Index Fund Growth are updated daily based on NAV of ₹ 12.5205 as on Feb 20,2026. Since inception, the return has been NaN%.

You can invest in Kotak Nifty SDL Jul 2033 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 Jul 2033 Index Fund Growth is ₹194 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty SDL Jul 2033 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500