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
₹11.71
-0.03%
NAV as on 19 Nov 24, 12:00 AM
moderate risk
index funds fixed income
debt
NAV as on 19 Nov 24, 12:00 AM
moderate risk
index funds fixed income
debt
8.54%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
7.85%p.a.
Since Inception
About Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd 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 Fd 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 Oct 2022, Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Growth is Index Funds - Fixed Income fund of its category with 584.31 Cr fund under management as on Nov 2024. 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 Fd Growth delivered 8.5% annual returns during the last year. It has delivered 7.8% average annual returns since the fund was launched.
- Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd 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
08.15 Tn SDL 2028
16.31%
National Bank For Agriculture And Rural Development
10.48%
08.05 Tn Sdl 2028apr
6.53%
Rural Electrification Corporation Limited
6.06%
08.56 MH Sdl 2028
5.59%
08.28 Tn Sdl 2028mar
5.22%
08.35 GJ Sdl 2028
4.45%
Power Finance Corporation Ltd.
4.32%
07.82 KA Sdl 2027
3.60%
Rural Electrification Corporation Limited
3.15%
Fund Managers
- Abhishek Bisen (Oct 2022 - Present)
Key Information
View Scheme Document
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Growth SIP Calculator
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NRI Mutual Fund Tax on Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd 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 Fd 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 Fd 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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