I have been using cleartax for investment from last 3 years ! Very effective and easy to use !
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
Direct
Growth
3 yr CAGR
---%
Direct
Growth
3 yr CAGR
---%
Fund overview
Net Asset Value
₹10.4714
AUM (Fund size)
9.36 Crore
Lock-in period
No Lock-in
Exit Load
0% in 0 days
Expense ratio
0.22%
Risk
Moderate
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
--
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| 08.15 Tn SDL 2028 | 65.24% |
| Triparty Repo | 38.47% |
| Net Current Assets/(Liabilities) | 37.47% |
| 8.54 RJ Sdl 2028 | 26.47% |
| 08.56 MH Sdl 2028 | 5.52% |
| 08.57 RJ Sdl 2028 | 1.77% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 42.62 | 15.11% | Moderately High risk | |
| 25.13 | 8.75% | Moderate Risk | |
| 18.35 | 9.45% | Moderate Risk | |
| 98.30 | 9.06% | Moderate Risk | |
| 27.23 | 8.56% | Moderate Risk | |
| 66.03 | 8.85% | Moderately High risk | |
| 109.62 | 8.77% | Low to Moderate Risk |
About Kotak Mahindra Asset Management Co Ltd
Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.
Managers | Abhishek Bisen |
Custodians | Deutsche Bank AG |
Address | 604, Peninsula Tower I, 6th Floor, Peninsula Corporate Park, G K Marg, |
Fax Nos. | 91-22-40930077 |
Telephone Nos. | 91-22-40930000 |
Homepage | www.aiginvestments.co.in |
See what our clients have to say
Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends
I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great.
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
--
Min investment of ₹500 required
Why Invest with ClearTax
Choose from best funds
Invest in hand-picked top performing Mutual funds
Bank graded security
Data security is our top priority. 128 Bit Bank Grade SSL. ISO 27001 DC.
Easy to invest
Sign up and start investing online within minutes.
Easy to withdraw
Withdraw anytime in 1-click with no paperwork needed
Easy to track
Track / monitor your investments 24*7 on your dashboard
Instant investment proof
Get your 80C investment proof instantly and submit to HR.
3 easy steps to complete your investment
Complete the entire investment process in just three simple steps and enjoy your returns.
Select the amount to invest
Choose from 200+ mutual funds catered for you
Enter personal details
Complete your KYC and get registered
Pay and your are done!
Checkout and see your money grow
Frequently Asked Questions
What are Retirement funds?
Pension plans are also known as retirement plans. In this, you may invest some portion of your income into the designated plan. The main objective behind a pension plan is to have a regular income post-retirement. Considering the ever-growing inflation, investing in these plans has become necessary.The contributions that are made to a pension plan, under Section 80CCC, are tax-exempt up to a maximum ceiling of Rs 1.5 lakh.
What are children's funds?
Children's fund is a form of mutual fund with specific child-related goals and terms. These are a commonly availed investment option, acting as solution-oriented plans for the rising cost of education and other essential expenses. Most mutual fund child plan invests in both equity and debt portfolios.
What are index funds?
Index mutual funds are a class of equity funds. These funds are passively managed as the main objective of index funds is to track and emulate the performance of a popular stock market index such as S&P BSE Sensex and NSE Nifty 50. The asset allocation of an index fund would be the same as that of its underlying index
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
