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Index FundsKotak Mahindra Asset Management Company Limited.

Kotak Nifty SDL Jul 2026 Index Fund Direct Plan Growth

Benchmark: Nifty SDL Jul 2026 Index · Riskometer: Low

₹12.812501

NAV (2026-08-22)

₹95.478 Cr

AUM (2026-07-30)

0.2003%

EXPENSE RATIO (DIRECT)

2022-12-13

INCEPTION

CQuality · 60.7/100
?Safety · -/100
ACompound · 83.6/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

0%2.5%4.9%7.4%9.9%1Y3Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR7.2%9.46th 12.7%

This fund tracks an index, so measuring alpha against that same index would only report its tracking error.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

100%TOP 1100%
Other 100%

TOP HOLDINGS

Triparty Repo ()99.27%
Net Current Assets/(Liabilities) ()0.73%

This fund tracks an index, so its behaviour mirrors that index rather than a manager's decisions. Matching it to peers on behaviour would not say anything useful.

CHART

Asset Allocation

As of Jul-2026

100%TOP 3100%
Equity 0%Debt 0%Cash 100%

CHART

Market Cap Split

As of Jul-2026

86.77%11.45%TOP 3100%
Large 86.77%Mid 11.45%Small 1.76%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.