March 17, 2023
mayank
Guidance for Kotak Nifty SDL Jul 2028 Index Fund NFO
by Paresh Gordhandas, C.A., Research Analyst.
Updated Soon
Kotak Nifty SDL Jul 2028 Index Fund NFO
NFO opens on March 15, 2023
NFO will close on March 23, 2023
(Our detailed Guidance is given at the bottom of the Page)
Investment Strategy
The scheme seeks to track the Nifty SDL Jul 2028 Index by investing in SDLs, maturing on or before July 2028, subject to tracking difference.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Issue Open | 15 March 2023 |
| Issue Close | 23 March 2023 |
| Type | Open-ended |
| Category | Debt: Target Maturity |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Moderate |
| Benchmark | Nifty SDL Jul 2028 |
About 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
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 Bond Fund – Regular Plan | It’s Benchmark | Kotak Debt Hybrid Fund – Regular Plan | It’s Benchmark |
| 1 Year | 2.80 | 4.38 | 6.58 | 7.40 |
| 3 Year | 4.24 | 3.85 | 10.70 | 8.93 |
| 5 Year | 6.55 | 5.68 | 8.82 | 8.30 |
| 7 Year | 6.62 | 5.97 | 9.44 | 8.83 |
| 10 Year | 6.59 | 6.47 | 9.27 | 8.61 |
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
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