Fund Overview
Fund

Kotak Nifty G-Sec July 2033 Index Fund

ISIN: INF174KA1PJ1

12.535.39% (1Y)
End of Day NAV as on Sep 10, 2026
11.81212.312.512.7Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM6.75%
Avg Maturity6.29
Macaulay Duration4.99
Modified Duration4.83

Fund Parameters

AUM (Cr)22
Base Expense Ratio0.12%
Tracking Error0.12%
All-In-Cost0.24%
Inception Date11 Oct 2023
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.26% GOI - 06-Feb-203367.9%
07.26% GOI - 22-Aug-203227.3%
Net Current Asset4.3%
Tri-Party Repo (TREPS)0.5%

Advanced Ratios

Alpha0.02
Beta0.64
Sharpe Ratio0.07
Sortino Ratio0.14
Treynor Ratio0.02
Information Ratio0.17
Upside Capture73.64%
Downside Capture48.35%

Instrument Mix

Total
100%
allocation
  • Government Securities95.2%
  • Cash & Cash Equivalents and Net Assets4.8%

Rating Mix

Total
100%
allocation
  • SOV95.2%
  • Cash & Equivalent4.8%

Fund • Last updated: 11/09/2026