September 21, 2023
mayank
Kotak Nifty G-Sec July 2033 Index Fund NFO, Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
NFO opens on September 25, 2023
NFO will close on October 09, 2023
(Our detailed Guidance is given at the bottom of the Page)
Investment Strategy of Kotak Nifty G-Sec July 2033 Index Fund NFO
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the Nifty G-Sec July 2033 Index, subject to tracking errors.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Issue Open | 25 September 2023 |
| Issue Close | 09 October 2023 |
| Type | Open-ended |
| Category | Debt: Target Maturity |
| Min. Investment(Rs) | 100 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Moderate |
| Benchmark | Nifty G-Sec July 2033 |
Benchmark Index
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Fund Manager of Kotak Nifty G-Sec July 2033 Index Fund NFO
1) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Past Performance of his Schemes
| Fund | Kotak Equity Hybrid Fund | It’s Benchmark | Kotak Gilt Investment | It’s Benchmark |
| 1 Year | 12.50 | 12.13 | 7.04 | 7.93 |
| 3 Year | 20.97 | 18.88 | 4.60 | 4.74 |
| 5 Year | 14.37 | 12.43 | 7.61 | 8.75 |
| 7 Year | 12.20 | 12.57 | 6.38 | 7.03 |
| 10 Year | 13.43 | 12.90 | 7.87 | 8.56 |
AMC:
Kotak Mahindra Asset Management Company Ltd
Address: The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla Complex Bandra (E) Mumbai – 400051
Website: https://www.kotakmf.com/
Registrar & Transfer Agent:
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Guidance for Kotak Nifty G-Sec July 2033 Index Fund NFO by Paresh Gordhandas, C.A., Research Analyst.
Will Post Soon
>> Post your MF questions @ sahifund.com/ask-me/
>> Stock Research Reports:
https://www.analysislibrary.com/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
>> For Higher studies, Interview skills, Competitive Exam books
http://www.gyanpothi.com/search-institutes/
>> Get Good Staff or Job, Click: Staffavailable.com
>> To apply for Government & PSU jobs, click
https://www.staffavailable.com/government-psu-jobs/
>> Go to IPOs Analysis Section, Click
>> Interested in Used Automobiles or vintage cars? Click: BigGaddi.com
>> Interested in Crossword Puzzles? Click: magajmari.com