Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth
3Y Annualised
7.98%
0.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.80%
0.07% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years
5 years 1 months
9 years 7 months
Fund info
Fund size
₹548.34 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Nil.
Risk Profile
Low to Moderate Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
BHARAT Bond ETF FOF - April 2032 Regular Payout Inc Dist cum Cap Wdrl
2nd
BHARAT Bond ETF FOF - April 2032 Regular Growth
3rd
BHARAT Bond ETF FOF - April 2032 Regular Reinvestment Inc Dist cum Cap Wdrl
4th
BHARAT Bond ETF FOF - April 2032 Direct Payout Inc Dist cum Cap Wdrl
5th
BHARAT Bond ETF FOF - April 2032 Direct Reinvestment Inc Dist cum Cap Wdrl
72nd
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth
Fund Managers
About Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth is a Fixed Income mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 3 years, having been launched on 2022-10-13. Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth has ₹548.34 Cr worth of assets under management (AUM) as of Sun Oct 26 2025. The latest Net Asset Value (NAV) of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth as of Fri Oct 24 2025 is ₹12.6288. The fund has an expense ratio of 0.4%, which is medium comparable to most other Fixed Income funds.
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth returns for the last 1 year are 8.25%. Since launch, it has delivered 8.01% average annual returns.
The Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth.
- 08.15 Tn SDL 2028: 17.41%
- National Bank For Agriculture And Rural Development: 9.99%
- Rural Electrification Corporation Limited: 6.51%
- 08.05 Tn Sdl 2028apr: 6.03%
- 08.56 MH Sdl 2028: 5.95%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2022-10-13 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
What is the current NAV of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
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What are net assets under management (AUM) of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
What is the PE and PB ratio of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
What are the top 5 holdings of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
What are the top 3 sectors that Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth has invested in?
Who is the manager of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
What is the exit load of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
How to Redeem Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
Can I invest in SIP and a Lump Sum of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth?
