Kotak Nifty G-Sec July 2033 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is 726% CENTRAL GOVERNMENT 2033 with a portfolio weight of 67.91% .
The fund currently owns more than 4 stocks.
The top 10 holdings account for 100.00% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.01% | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.12% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
67.91%
|
||
| 2 |
27.30%
|
||
| 3 |
4.33%
|
||
| 4 |
0.46%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Kotak Nifty G-Sec July 2033 Index Fund - Direct Plan is managed by KOTAKMAHINDRAMF .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds