Fund Overview
Fund

Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund

ISIN: INF174KA1IL2

13.266.17% (1Y)
End of Day NAV as on Sep 10, 2026
12.412.712.913.113.3Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeDebt
YTM5.89%
Avg Maturity0.61
Macaulay Duration0.59
Modified Duration0.57

Fund Parameters

AUM (Cr)6,653
Base Expense Ratio0.17%
Tracking Error0.22%
All-In-Cost0.39%
Inception Date11 Feb 2022
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Fund Holdings

NameWeight
07.59% Karnataka SDL - 15-Feb-20277.9%
07.59% Karnataka SDL - 29-Mar-20277.4%
07.59% Gujarat SDL - 15-Feb-20276.1%
07.62% Tamil Nadu SDL - 29-Mar-20276.0%
07.78% West Bengal SDL - 01-Mar-20275.8%
06.58% Gujarat SDL - 31-Mar-20275.0%
07.75% Karnataka SDL - 01-Mar-20274.7%
07.67% Uttar Pradesh SDL - 12-Apr-20274.2%
07.86% Karnataka SDL - 15-Mar-20274.0%
07.71% Gujarat SDL - 01-Mar-20273.9%
07.64% Haryana SDL - 29-Mar-20273.8%
07.62% Uttar Pradesh SDL - 15-Feb-20273.6%
08.31% Rajasthan SDL - 08-Apr-20273.5%
07.64% West Bengal SDL - 29-Mar-20273.2%
Net Current Asset2.8%
07.20% Tamil Nadu SDL - 25-Jan-20272.5%
07.92% West Bengal SDL - 15-Mar-20272.4%
07.85% Tamil Nadu SDL - 15-Mar-20272.3%
07.76% Madhya Pradesh SDL - 01-Mar-20272.3%
07.61% Rajasthan SDL - 29-Mar-20272.3%
07.61% Tamil Nadu SDL 15-Feb-20272.2%
07.87% Uttar Pradesh SDL - 15-Mar-20272.0%
06.54% Maharashtra SDL - 09-Feb-20271.5%
07.85% Rajasthan SDL - 15-Mar-20271.3%
07.6% Madhya Pradesh SDL - 15-Feb-20271.3%
07.64% Uttar Pradesh SDL - 29-Mar-20271.2%
07.78% Bihar SDL - 01-Mar-20271.0%
07.8% Haryana SDL - 01-Mar-20270.9%
07.63% Gujarat SDL - 12-Apr-20270.8%
07.63% West Bengal SDL - 15-Feb-20270.8%
07.62% Andhra Pradesh SDL - 29-Mar-20270.6%
07.73% Rajasthan SDL - 01-Mar-20270.6%
07.80% Kerala SDL - 15-Mar-20270.5%
07.74% Tamil Nadu SDL - 01-Mar-20270.3%
07.20% Bihar SDL - 25-Jan-20270.2%
07.85% Bihar SDL - 15-Mar-20270.2%
07.77% Kerala SDL - 01-Mar-20270.2%
06.90% Andhra Pradesh SDL - 22-Apr-20270.2%
Tri-Party Repo (TREPS)0.2%
07.64% Kerala SDL - 12-Apr-20270.1%
07.59% Bihar SDL - 15-Feb-20270.1%
07.20% Uttar Pradesh SDL - 25-Jan-20270.1%
07.29% Bihar SDL - 28-Dec-20260.1%
07.29% Kerala SDL 28-Dec-20260.1%
07.14% Andhra Pradesh SDL - 11-Jan-20270.1%
06.88% West Bengal SDL - 23-Nov-20260.0%
07.38% Madhya Pradesh SDL - 14-Sep-20260.0%
07.20% Karnataka SDL - 25-Jan-20270.0%
07.15% Karnataka SDL - 11-Jan-20270.0%
07.23% Andhra Pradesh SDL - 26-Oct-20260.0%
07.16% Tamil Nadu SDL - 11-Jan-20270.0%
07.15% Kerala SDL - 11-Jan-20270.0%

Advanced Ratios

Alpha0.01
Beta0.03
Sharpe Ratio0.33
Sortino Ratio0.77
Treynor Ratio0.45
Information Ratio0.09
Upside Capture16.14%
Downside Capture-12.46%

Instrument Mix

Total
100%
allocation
  • Government Securities97.1%
  • Cash & Cash Equivalents and Net Assets2.9%

Rating Mix

Total
100%
allocation
  • SOV97.1%
  • Cash & Equivalent2.9%

Fund • Last updated: 11/09/2026