Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund is a index funds etfs fund of Kotak Mahindra Asset Management Company Limited. with ₹3,018 cr under management. Its direct plan charges 0.20% a year. Abhishek Bisen has managed it for 4.7 years.
Has Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund beaten its benchmark?
+3.49% over the last year on the direct plan.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −0.88% | −3.60% | — |
| 3 months | −0.87% | −5.03% | — |
| 6 months | +1.54% | −1.83% | — |
| 1 year | +3.49% | −4.06% | +7.55 pts |
| 3 years | +7.00% | +9.27% | −2.27 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 18 Feb 2022 | +6.36% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +3.42% | +3.25% | — | — | 🔒 |
| 3y | +7.02% | +6.85% | — | — | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2022 to 14 Oct 2026₹100 put in at the start of Feb 2022 would be ₹133 on 14 Oct 2026, against ₹161 in the Nifty 500 TRI.
What does Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund cost?
0.20% a year on the direct plan, 0.36% on the regular plan; 64 of 285 funds in its category charge less.
Who manages Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund?
Abhishek Bisen, since 11 Feb 2022.
What does Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund hold?
49 holdings as of 30 Sep 2026; the ten largest are 82.3% of the fund, the largest Andhra Pradesh State Govt - 2032 - Andhra Pradesh at 18.1%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundHow does Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund?
Abhishek Bisen (Primary) since 11 Feb 2022.
What is the expense ratio of Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund?
0.20% a year on the direct plan and 0.36% on the regular plan (expense report, Oct 2026).
How has Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund done?
Its direct plan returned +7.02% a year over 3 years against None for its benchmark, Nifty SDL Apr 2032 Top 12 Equal Weight Index, as of 13 Oct 2026.
See Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund beside your own funds in Valarth
