Kotak Nifty SDL Jul 2033 Index Fund Direct Growth

Scheme code: INF174KA1MJ8 NAV value: ₹ 12.6282 NAV date: 18 March, 2026 TER: 0.22%

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	5.14	12.54	8.85	8.77	9.23
3 year	8.00	8.22	8.13	8.12	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.77
3 year	6.28	30.95	15.04	8.12
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	8.77
3 year	6.56	19.64	13.57	8.12
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	8.77
3 year	7.68	21.49	15.06	8.12
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	8.77
3 year	8.04	32.03	17.81	8.12
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: ₹12,46,675 - Absolute Returns: ₹46,675 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,81,688 - Absolute Returns: ₹3,81,688 - CAGR: %

Max Drawdown

-2.33 %

Drawdown Duration

3 months

Recovery Time

3 months

Avg Drawdown

-0.25 %

1 Y

3.7639

3 Y

3.485

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.16	0.02	7.2	-1.6	6.28 %	4.00 %
3 years	1.50	0.02	7.5	-3.9	8.11 %	11.28 %
5 years	-1.66	0.02	7.5	-3.8	4.83 %	5.98 %
7 years	-3.03	0.02	7.5	-3.8	3.42 %	4.23 %
10 years	-4.04	0.02	7.5	-3.8	2.38 %	2.95 %
12 years	-4.43	0.02	7.5	-3.8	1.98 %	2.45 %
15 years	-4.82	0.02	7.5	-3.8	1.58 %	1.95 %