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
₹12.83
-0.02%
NAV as on 17 Feb 26, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 17 Feb 26, 12:00 AM
moderate risk
index funds fixed income
debt
7.69%p.a.
Last 1Y
7.75%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.72%p.a.
Since Inception
About Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 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 Oct 2022, Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund - Growth is Index Funds - Fixed Income fund of its category with 544.41 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 Plus AAA PSU Bond Jul 2028 60:40 Index Fund - Growth delivered 7.7% annual returns during the last year. It has delivered 7.7% average annual returns since the fund was launched.
- Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 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 Plus AAA PSU Bond Jul 2028 60:40 Index by investing in SDLs and PSU Bonds, maturing on or before Jul 2028, subject to tracking difference.
Top 10 Holdings
POWER FINANCE CORPORATION LTD. SR-103 8.94 LOA 25MR28 FVRS10LAC
0.76%
Repo
0.62%
Net Current Assets
2.63%
Power Grid Corpn. Of India Ltd. 8.40 27/05/2028
0.62%
Power Grid Corporation of India Ltd Debenture 8.13 25/04/2028
0.28%
STATE DEVELOPMENT LOAN 20038 KAR 27DC27 7.82 FV RS 100
0.86%
STATE DEVELOPMENT LOAN 20040 RAJ 27DC27 7.86 FV RS 100
0.57%
8.00% KARNATAKA SDL 2028 17/01/2028
0.80%
STATE DEVELOPMENT LOAN 20127 GUJ 31JN28 8.05 FV RS 100
1.55%
SDL GUJARAT 8.35% (28/02/2028)
4.76%
Fund Managers
- Abhishek Bisen (Sep 2022 - Present)
Key Information
View Scheme Document
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund - Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 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 Plus AAA PSU Bond Jul 2028 60:40 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 Plus AAA PSU Bond Jul 2028 60:40 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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