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Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund
Fund Overview
| AUM (Fund size) | ₹552 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 3 yrs 1 m since Sep 29, 2022 |
| Benchmark | Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.4% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Low to Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund | 0.4% | 2.41% | 8.24% | 7.75% | N.A. | N.A. |
| BHARAT Bond FOF - April 2030 | 0.18% | 2.7% | 8.93% | 8.11% | 6.67% | 4.49% |
| BHARAT Bond FOF - April 2031 | 0.49% | 2.56% | 8.83% | 8.33% | 6.59% | 3.37% |
| HDFC NIFTY G-Sec Jun 2036 Index Fund | 0.45% | 0.01% | 7.82% | 8.09% | 4.78% | 2.36% |
| Kotak Nifty G-Sec July 2033 Index Fund | 0.11% | 0.69% | 8.13% | 6.15% | 3.64% | 1.81% |
| SBI CRISIL IBX Gilt Index - June 2036 Fund | 0.45% | -0.02% | 7.7% | 8.34% | 5.42% | 2.67% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund | 1.34 | 3.76 | 1.02 | 1.51 |
| BHARAT Bond FOF - April 2030 | 2.07 | 4.37 | 1.01 | 1.99 |
| BHARAT Bond FOF - April 2031 | 2.36 | 4.95 | 0.89 | 1.43 |
| HDFC NIFTY G-Sec Jun 2036 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Kotak Nifty G-Sec July 2033 Index Fund | N.A. | N.A. | N.A. | N.A. |
| SBI CRISIL IBX Gilt Index - June 2036 Fund | 3.04 | 6.41 | 0.73 | 1.03 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund | 552 Cr | 3 yrs 1 m | 0.4% |
| BHARAT Bond FOF - April 2030 | 9,647 Cr | 5 yrs 11 m | 0.08% |
| BHARAT Bond FOF - April 2031 | 4,722 Cr | 5 yrs 4 m | 0.08% |
| HDFC NIFTY G-Sec Jun 2036 Index Fund | 968 Cr | 2 yrs 8 m | 0.38% |
| Kotak Nifty G-Sec July 2033 Index Fund | 21 Cr | 2 yrs 1 m | 0.39% |
| SBI CRISIL IBX Gilt Index - June 2036 Fund | 2,702 Cr | 3 yrs 2 m | 0.49% |