Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund
500
Min SIP
5,000
Min Lumpsum
0.2 %
Expense Ratio
Rating
446
Fund Size (in Cr)
8 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 | - | - | - | 5.8% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
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 .
-
- 10,614
-
12.8%Fund Size - 10,614
-
24.6%Fund Size - 10,614
-
12.6%Fund Size - 10,614
-
- Other .
- Index .
-
- 4,465
-
12.8%Fund Size - 4,465
-
24.5%Fund Size - 4,465
-
12.5%Fund Size - 4,465
-
- Other .
- Index .
-
- 753
-
12.8%Fund Size - 753
-
24.5%Fund Size - 753
-
12.5%Fund Size - 753
-
- Other .
- Index .
-
- 425
-
13.8%Fund Size - 425
-
24.4%Fund Size - 425
-
13.1%Fund Size - 425
-
- Other .
- Index .
-
- 504
-
12.8%Fund Size - 504
-
24.3%Fund Size - 504
-
12.2%Fund Size - 504
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 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 ?
You can invest in Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund 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 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 ?
The NAV of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund is ₹10.5 as of 01 June 2023.
How to redeem Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund 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?
The minimum SIP amount of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund is ₹500
How much returns have Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund generated ?
The Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund has delivered 5.8% since inception
What is the expense ratio of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund ?
The expense ratio of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund is 0.2 % as of 01 June 2023.
What is the AUM of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund?
The AUM of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund is ₹2,83,896 Cr as of 01 June 2023
What are the top stock holdings of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund?
The top stock holdings of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund 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%