Kotak Nifty SDL Jul 2026 Index Fund Regular Plan Growth

Kotak · Index Funds

High

₹12.66

Current NAV

25 Jun 2026

20.3%

1Y Return

12.3%

3Y CAGR

21.3%

5Y CAGR

Watchlist

Exceptional short-term performance with a 1-year return exceeding 20%.
Generates significant excess returns relative to benchmark index (Alpha: 3.83).
Very large asset base (AUM: ₹21,380 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

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

0.83

Sharpe Ratio

0.43

Beta

3.83

Alpha

0.94

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