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Kotak Nifty SDL Jul 2026 Index Fund Direct Plan Growth

Kotak · Index Funds
High
₹12.75
Current NAV
25 Jun 2026
25.3%
1Y Return
9.3%
3Y CAGR
15.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.73%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.53).
  • Very large asset base (AUM: ₹18,080 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.53
Sharpe Ratio
0.73
Beta
4.53
Alpha
0.60
Sortino
Fund Details
Fund House Kotak
Category Index Funds
AUM ₹18080 Cr
Expense Ratio 0.73%
Min SIP ₹500
Min Lumpsum ₹1000
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