TickerKhojKotak Mahindra Mutual Fund · Index Funds · Equity Index · Direct plan
Kotak Nifty SDL Jul 2033 Index Fund - Direct Plan - Growth
₹12.8409NAV on 2 Nov 2026Expense ratio 0.21%
3 Nov 2025NAV low 12.46 · high 13.1+2.8%
In plain words
Over 3 years it returned +6.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -2.6%.
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 | -0.5% | +1.9% |
| 3 months | -1.5% | -5.1% |
| 6 months | +2.0% | -3.2% |
| 1 year | +3.0% | -10.2% |
| 3 years (yearly) | +6.8% | +7.4% |
| Since start (yearly) | +7.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,376 | +2.1% |
| 3 years | ₹3,60,000 | ₹3,88,091 | +4.9% |
Other plan of this fund: Kotak Nifty SDL Jul 2033 Index Fund - Regular Plan - Growth