Investment type
Kotak Nifty SDL Jul 2033 Index Fund-Dir (G) is a mutual fund under the Debt category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹197 Crores. The expense ratio is 0.22%.
This fund generated returns of 10.19% in the last 1 year. Since its inception, it has provided an average annual return of 9.48%.
The fund's investments are mainly concentrated in sectors like and .
The top five holdings in this fund include prominent companies such as Andhra Pradesh 2034, Uttar Pradesh 2033, Maharashtra 2033, Maharashtra 2033 and Bihar 2033.
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. There is no assurance or guarantee that the investment objective of the scheme would be achieved.
Debt funds are low-risk, as they invest in fixed-income securities like bonds, which offer more stability than equities.
Yes, if you’re looking for a safer investment with steady income and lower risk.
These funds are suitable for short to medium-term goals, typically one to three years.
Yes, debt funds are generally liquid, though early withdrawal may affect returns depending on market conditions.
Debt funds have moderate expense ratios, usually between 0.5% and 1%, depending on the type of debt securities involved.
By joining our referral program, you agree to our Terms of Use
Powered by Viral Loops.
Invest as little as Re.1 in US Stocks
