Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW)
100
Min SIP
100
Min Lumpsum
0.2 %
Expense Ratio
Rating
526
Fund Size (in Cr)
12 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 7.3% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
N A B A R D
Maharashtra 2028
REC Ltd
GUJARAT 2028
Power Fin.Corpn.
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
An open-ended Target Maturity Index Fund investing in constituents of Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index. A relatively high interest rate risk and relatively low credit risk.
Fund Managers
Abhishek Bisen
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 63
-
15%Fund Size - 63
-
24.3%Fund Size - 63
-
12.2%Fund Size - 63
-
- Other .
- Index .
-
- 12,092
-
16.9%Fund Size - 12,092
-
22.5%Fund Size - 12,092
-
13.5%Fund Size - 12,092
-
- Other .
- Index .
-
- 4,976
-
16.8%Fund Size - 4,976
-
22.4%Fund Size - 4,976
-
13.4%Fund Size - 4,976
-
- Other .
- Index .
-
- 997
-
16.8%Fund Size - 997
-
22.4%Fund Size - 997
-
13.4%Fund Size - 997
-
- Other .
- Index .
-
- 541
-
16.7%Fund Size - 541
-
22.1%Fund Size - 541
-
13.1%Fund Size - 541
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) ?
You can invest in Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) ?
The NAV of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) is ₹10.7 as of 29 September 2023.
How to redeem Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW)?
The minimum SIP amount of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) is ₹100
How can I redeem my investments in Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.
How much returns have Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) generated ?
The Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) has delivered 7.3% since inception
What is the expense ratio of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) ?
The expense ratio of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) is 0.2 % as of 29 September 2023.
What is the AUM of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW)?
The AUM of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) is ₹3,12,371 Cr as of 29 September 2023
What are the top stock holdings of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW)?
The top stock holdings of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) are
- GUJARAT 2028 - 34.08%
- N A B A R D - 14.57%
- Maharashtra 2028 - 12.38%
- REC Ltd - 12.14%
- GUJARAT 2028 - 7.68%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Dir (IDCW) based on your investment objective and risk tolerance.