NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.75
0.26%
NAV as on 18 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 18 Dec 24, 12:00 AM
moderate risk
index funds fixed income
debt
10.32%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
8.84%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 Co Ltd. 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 206.06 Cr fund under management as on Dec 2024. 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 10.3% annual returns during the last year. It has delivered 8.8% 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
07.79 Up SDL 2033
17.55%
07.71 AP Sdl 2033
12.49%
07.64 MH Sgs 2033
9.95%
07.74 MH Sgs 2033
7.51%
07.72 BR Sgs 2033
7.48%
07.64 MH Sgs 2032
7.45%
07.71 AP Sgs 2033
6.24%
07.89 MH Sdl 2032
5.03%
07.73 Bihar SDL 2033
4.99%
Tamil Nadu (Government of) 0.0744%
4.92%
Fund Managers
- Abhishek Bisen (May 2023 - Present)
Key Information
View Scheme Document
Kotak Nifty SDL Jul 2033 Index Fund Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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Frequently Asked Questions
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