Kotak Nifty G-Sec July 2033 Index Fund Direct Growth

Scheme code: INF174KA1PJ1 NAV value: ₹ 12.2124 NAV date: 18 March, 2026 TER: 0.14%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	6.55	12.77	9.14	9.36	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	9.36
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	9.36
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	9.36
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	9.36
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,355 - Absolute Returns: ₹48,355 - CAGR: %

Max Drawdown

-1.36 %

Drawdown Duration

3 months

Recovery Time

1 months

Avg Drawdown

-0.15 %

1 Y

6.8652

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.58	0.04	8.6	-1.0	6.99 %	4.00 %
3 years	0.41	0.04	8.8	-2.5	6.89 %	5.86 %
5 years	-2.31	0.04	8.8	-2.5	4.08 %	3.48 %
7 years	-3.47	0.04	8.8	-2.5	2.89 %	2.47 %
10 years	-4.31	0.04	8.8	-2.5	2.02 %	1.72 %
12 years	-4.64	0.04	8.8	-2.5	1.68 %	1.43 %
15 years	-4.97	0.04	8.8	-2.5	1.34 %	1.15 %