Index Fundregulargrowth
Kotak Nifty G-Sec July 2033 Index Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.60%
1 Month-1.58%
3 Months-0.31%
6 Months+1.04%
1 Year+4.10%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Oct 2023)+7.56%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+1.96%
3 Year SIP—
5 Year SIP—
Since Inception (Oct 2023)+5.84%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹23.0 Cr
Expense Ratio0.39%
Min SIP₹100
Min Lumpsum₹100
Launch Date13 Oct 2023
AMFI Code152100
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Nifty G-Sec July 2033 Index Fund - Regular Plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Kotak Nifty G-Sec July 2033 Index Fund - Regular Plan - Growth is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹23.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.39%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations