Kotak Nifty SDL Jul 2033 Index Fund Regular Plan IDCW

Kotak Nifty SDL Jul 2033 Index Fund Regular Plan IDCW is a scheme launched by Kotak Mutual Fund on February 15, 2023, and falls under the Index fund category. It currently manages an AUM of Rs 191.56 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 0.45% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to track the Nifty SDL Jul 2033 Index by investing in SDLs, maturing on or before July 2033, subject to tracking difference.

• Performance:

  Kotak Nifty SDL Jul 2033 Index Fund Regular Plan IDCW trailing returns over different times are 6.37% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 4.28%.