NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Kotak Nifty SDL Jul 2033 Index Fund - Growth for NRI [12.54]

Min Investment

₹100

Fund Size

₹194.47 Cr

Expense Ratio

0.4%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹12.54

-0.12%

NAV as on 18 Feb 26, 12:00 AM

moderate risk

index funds fixed income

debt

NAV as on 18 Feb 26, 12:00 AM

moderate risk

index funds fixed income

debt

5.55%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

7.80%p.a.

Since Inception

About Kotak Nifty SDL Jul 2033 Index Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Kotak Nifty SDL Jul 2033 Index Fund - Growth scheme from Kotak Mahindra Asset Management Company Limited. It is a Index Funds - Fixed Income mutual fund scheme that predominantly invests in Index Funds - Fixed Income stocks of companies. Launched on Feb 2023, Kotak Nifty SDL Jul 2033 Index Fund - Growth is Index Funds - Fixed Income fund of its category with 194.47 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Index Funds - Fixed Income funds.

  • Kotak Nifty SDL Jul 2033 Index Fund - Growth delivered 5.5% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
  • Kotak Nifty SDL Jul 2033 Index Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The investment objective of the scheme is to track the Nifty SDL Jul 2033 Index by investing in SDLs, maturing on or before July 2033, subject to tracking difference. There is no assurance or guarantee that the investment objective of the scheme would be achieved.

Top 10 Holdings

Repo

3.65%

Net Current Assets

2.31%

STATE DEVELOPMENT LOAN 31028 KAR 08DC32 6.88 FV RS 100

2.56%

STATE DEVELOPMENT LOAN 32108 MH 28SP32 7.64 FV RS 100

2.74%

STATE DEVELOPMENT LOAN 32546 MH 25JN33 7.64 FV RS 100

17.27%

STATE DEVELOPMENT LOAN 32520 GUJ 18JN32 7.57 FV RS 100

4.37%

7.74% Maharashtra SDL 2033

7.89%

STATE DEVELOPMENT LOAN 32639 AP 22FB33 7.71 FV RS 100

6.54%

STATE DEVELOPMENT LOAN 32618 BH 15FB33 7.72 FV RS 100

7.84%

STATE DEVELOPMENT LOAN 32803 UP 29MR33 7.79 FV RS 100

10.54%

Fund Managers

  1. Abhishek Bisen (Feb 2023 - Present)

Key Information

View Scheme Document

Kotak Nifty SDL Jul 2033 Index Fund - Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Kotak Nifty SDL Jul 2033 Index Fund - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Kotak Nifty SDL Jul 2033 Index Fund - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Nifty SDL Jul 2033 Index Fund - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Similar Funds

Funds

3Y Return

SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Reinvestment Inc Dist cum Cap Wdrl

moderate risk | debt

0.0%

BHARAT Bond FOF - April 2030 - Growth

moderate risk | debt

8.1%

ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund - Growth

moderate risk | debt

7.6%

Frequently Asked Questions

Explore Other Kotak Funds

Funds

3Y Return

Kotak Arbitrage Fund -Growth

low risk | equity

7.2%

Kotak Midcap Fund -Growth

very high risk | equity

21.8%

Kotak Flexicap Fund -Growth

very high risk | equity

17.8%