Index Funds ETFs · Other
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund
Fund house not on record
Benchmark
Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 IndexRiskometer
Low to ModerateSize
₹503 crAllotted
13 Oct 2022Holdings as of
Not on recordKotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund is a index funds etfs fund with ₹503 cr under management. Its direct plan charges 0.21% a year. Abhishek Bisen has managed it for 4.0 years.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund beaten its benchmark?
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +5.17% | +4.97% | — | — | 🔒 |
| 3y | +7.49% | +7.28% | — | — | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app
What does Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund cost?
0.21% a year on the direct plan, 0.40% on the regular plan; 67 of 285 funds in its category charge less.
Direct plan
0.21% a year
Category median 0.39%
Regular plan
0.40% a year
Category median 0.94%
Gap
0.19 points
for the same holdings
67 of 285 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Other Scheme - Index Funds
Who manages Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund?
Abhishek Bisen, since 13 Oct 2022.
Abhishek Bisen
Primary
4.0 years
since 13 Oct 2022
Benchmark as filedNifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index
Exit load
NIL
From 2 Scheme Summary Documents filed with NSE, first on 30 Aug 2026; as on 29 Sep 2026
What does Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
Who manages Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund?
Abhishek Bisen (Primary) since 13 Oct 2022.
What is the expense ratio of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund?
0.21% a year on the direct plan and 0.40% on the regular plan (expense report, Oct 2026).
How has Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund done?
Its direct plan returned +7.49% a year over 3 years against None for its benchmark, Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index, as of 13 Oct 2026.
Inside the app
See Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund beside your own funds in Valarth
