Index Fundregularidcw
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Regular Plan - IDCW
₹12.8474
₹0.01 (+0.08%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.02%
1 Month-0.18%
3 Months+0.68%
6 Months+2.31%
1 Year+6.56%
3 Years (CAGR)+7.40%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Oct 2022)+7.45%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.87%
3 Year SIP+7.06%
5 Year SIP—
Since Inception (Oct 2022)+7.12%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optionidcw
Min SIP₹100
Min Lumpsum₹100
Launch Date17 Oct 2022
AMFI Code150724
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 SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Regular Plan - IDCW 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 SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Regular Plan - IDCW is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 3 years.
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