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Fund name
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Rating |
Our Opinion |
Risk
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Return (%) |
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Expense Ratio (%)
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Low to Moderate
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0.20 |
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Low
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0.21 |
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Low
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0.21 |
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Low to Moderate
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0.20 |
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Low
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0.24 |
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About Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth
Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth is a debt mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on March 27, 2023, it is currently managed by . The fund has an expense ratio of 0.22% with an overall AUM (Assets Under Management) of ₹9 Cr.
Kotak Nifty SDL Jul 2028 Index Fund - Direct Plan has a fixed tenure and it invests in bonds whose maturity is in line with the tenure of the fund. Being passively managed, it replicates the portfolio of its chosen benchmark index. Upon the completion of the stated tenure, the fund will be wound up and money will be returned to investors along with accumulated gains. But they do not guarantee returns or safety of capital. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth, is ₹10.4711 as of 19-Mar-2026.
Over the past five years, Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Kotak Nifty SDL Jul 2028 Index Fund Direct - Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.