Kotak Nifty G-Sec July 2033 Index Fund-Reg (G)

Kotak Nifty G-Sec July 2033 Index Fund-Reg (G) is a scheme launched by Kotak Mutual Fund on October 11, 2023, and falls under the Index fund category. It currently manages an AUM of Rs 20.65 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 0.39% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate returns that are commensurate (before fees and expenses) with the performance of the Nifty G-Sec July 2033 Index, subject to tracking errors.

• Performance:

  Kotak Nifty G-Sec July 2033 Index Fund-Reg (G) trailing returns over different times are 7.75% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 6.07%.