Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan-IDCW Option

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan-IDCW Option is a scheme launched by Kotak Mutual Fund on February 11, 2022, and falls under the Index fund category. It currently manages an AUM of Rs 7,405.17 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 0.35% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to track the Nifty SDL Apr 2027 Top 12 Equal Weight Index by investing in SDLs, maturing on or before Apr 2027, subject to tracking errors

• Performance:

  Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan-IDCW Option trailing returns over different times are 7.56% (1 year), 7.92% (3 year) and 0% (5 year). The average annual return of this fund stands at 6.41%.