• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (Growth)
Kotak Mutual Fund

Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (Growth)

DebtTarget Maturity

NAV ()

%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Internal View on Credit Quality

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to track the Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index by investing in SDLs and PSU Bonds,maturing on or before Jul 2033,subject to tracking difference. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Expense Ratio
0
Launched (2y ago)
Oct 31, 2022
AUM in Crores
ISIN
INF174KA1JW7
Lock-in
No Lock-in
Benchmark
Nifty SDL+ AAA PSU Bd Jul33 60:40 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on

Top Debt Holdings

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Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 384,859 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

14.2%

8.4%

11.8%

12.8%

-

5%

14.2%

8.4%

14.2%

8.4%

Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) Review

Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is a Target Maturity Debt fund and has delivered an annualised return of null% over a period of 1 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Abhishek Bisen.

Nav of Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) as of 1/1/1970 is ₹undefined with the total AUM as of 4/19/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) was launched on Oct 31, 2022. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty SDL+ AAA PSU Bd Jul33 60:40 TR INR.

Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is rated as a 0 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G).

Frequently Asked Questions

What is Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G)?

Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is a Target Maturity Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G)?

You can invest in Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G)?

The minimum sip amount for Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) good to invest in?

As per Scripbox experts, Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is a Not Reviewed Yet fund. You can investKotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G)?

The expense ratio of the Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fd fund (G) is % for regular plan.