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 fund scheme from Kotak mutual fund. It falls under a Index category. After being launched on 2022-02-11. Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan-IDCW Option has achieved Rs 7756 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 0.35%.

• 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 9.14% (1 year), 7.11% (3 year), 0% (5 year). The average annual return of this fund stands at 9.14%

• Fund Manager & Portfolio Allocation:

  Abhishek Bisen are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as , Sectors. First five holdings of this fund are 07.86 KA Sdl 2027, 07.59 KA Sdl 2027, 07.59 Ka Sdl 2027mar, 07.59 GJ Sdl 2027, 07.62 Up SDL 2027, Net Current Assets/(Liabilities), Triparty Repo Companies.