Kotak Nifty SDL Jul 2026 Index Fund Direct Plan Growth
Mutual Fund · Other Scheme - Index Funds · As of 18 Oct 2026, 6:59 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
78/ 100
Good
Weighted across five categories. Every point is explained below.
• 3.6 years of history
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹12.81
As of
31 Jul 2026
Fund History Available
3.6 yrs
1Y Return (CAGR)
5.6%
Moderate
3Y Return (CAGR)
7.3%
Annualized Volatility
0.5%
Relatively stable
Sharpe Ratio (est.)
1.07
Good risk-adj. return
Max Drawdown
-0.3%
Contained
Category
Other Scheme - Index Funds
Fund House
Kotak Mahindra Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,21,508
Estimated Gain
₹1,21,508
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
