Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index Fund Regular Growth
DebtIndex Funds - Fixed IncomeModerate Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF174KA1JW7
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
31 Oct 2022
About this fund
- You can start investing in Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Abhishek Bisen
Since October 2022
Additional Scheme Details
ISIN INF174KA1JW7 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 2 years 10 months | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark Nifty SDL+ AAA PSU Bd Jul33 60:40 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Index Funds - Fixed Income Funds
About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹5,79,182 Cr
Address
2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051
Other Funds by Kotak Mahindra Mutual Fund
Risk Level
Your principal amount will be at Moderate Risk
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Who manages the Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index Fund Regular Growth?
- Abhishek Bisen
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Compare your portfolio's performance with benchmarks
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Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index Fund Regular Growth
DebtIndex Funds - Fixed IncomeModerate Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF174KA1JW7
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
31 Oct 2022
Risk Level
Your principal amount will be at Moderate Risk
About this fund
- You can start investing in Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Abhishek Bisen
Since October 2022
Additional Scheme Details
ISIN INF174KA1JW7 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 2 years 10 months | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark Nifty SDL+ AAA PSU Bd Jul33 60:40 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Index Funds - Fixed Income Funds
About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹5,79,182 Cr
Address
2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051
Other Funds by Kotak Mahindra Mutual Fund
Related Articles
Still got questions?
We're here to help.
Who manages the Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60:40 Index Fund Regular Growth?
- Abhishek Bisen
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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