TickerKhojKotak Mahindra Mutual Fund · Index Funds · Equity Index · Regular plan
Kotak Nifty SDL Jul 2033 Index Fund - Regular Plan - Growth
₹12.7299NAV on 2 Nov 2026Expense ratio 0.43%
3 Nov 2025NAV low 12.37 · high 13+2.6%
In plain words
Over 3 years it returned +6.6% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -2.7%.
On 3-year return it ranks 135 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹1,377 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.6% | +4.6% |
| 3 months | -1.6% | -3.8% |
| 6 months | +1.8% | -1.6% |
| 1 year | +2.8% | -8.1% |
| 3 years (yearly) | +6.6% | +8.0% |
| Since start (yearly) | +6.7% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,229 | +1.9% |
| 3 years | ₹3,60,000 | ₹3,86,714 | +4.7% |
Other plan of this fund: Kotak Nifty SDL Jul 2033 Index Fund - Direct Plan - Growth