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NAV: ₹ ↑ 0.05%
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Returns
CAGR returns till date
CAGR returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth and its peers as on 21 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth | 4.14% | 0.05% | 0.09% | 0.43% | 1.39% | 6% | 7.28% | - | - | - |
| SBI NIFTY INDEX FUND - REGULAR PLAN - GROWTH | -9.9% | 0.29% | 0.06% | -3.46% | -2.24% | -6.98% | 6.55% | 6.62% | 11.53% | 10.83% |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | 3.77% | 0.09% | -0% | -2.59% | -0.15% | 3.58% | 16.86% | 11.1% | - | - |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Regular Plan - Growth | 4.17% | 0.04% | 0.13% | 0.43% | 1.43% | 5.88% | 7.04% | - | - | - |
| SBI CRISIL IBX Gilt Index - April 2029 Fund - Regular Plan - Growth | 2.75% | 0.02% | -0.19% | -0.16% | 0.73% | 4.45% | 7.19% | - | - | - |
| SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth | 2.55% | 0.13% | 0.01% | -0.7% | 0.45% | 3.85% | 7.21% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | 6.82% | 8.27% | 7.7% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.49% | 0.46% | 0.49% | 0.58% | 0.42% | 0.47% | 0.29% | 0.79% | 0.38% | 0.39% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 0.00% | 97.12% (Arbitrage: 0.00%) | 0.00% | 0.00% | 2.88% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| Karnataka State Govt - 2027 - Karnataka | 7.91% | |
| Karnataka State Govt - 2027 - Karnataka | 7.39% | |
| Gujarat State Govt - 2027 - Gujarat | 6.10% | |
| Tamil Nadu State Govt - 2027 - Tamil Nadu | 6.00% | |
| West Bengal State Govt - 2027 - West Bengal | 5.81% | |
| Gujarat State Govt - 2027 - Gujarat | 5.00% | |
| Karnataka State Govt - 2027 - Karnataka | 4.65% | |
| Uttar Pradesh State Govt - 2027 - Uttar Pradesh | 4.15% | |
| Karnataka State Govt - 2027 - Karnataka | 4.01% | |
| Gujarat State Govt - 2027 - Gujarat | 3.86% | |
| Haryana State Govt - 2027 - Haryana | 3.81% | |
| Uttar Pradesh State Govt - 2027 - Uttar Pradesh | 3.61% | |
| Rajasthan State Govt - 2027 - Rajasthan | 3.47% | |
| West Bengal State Govt - 2027 - West Bengal | 3.24% | |
| Tamil Nadu State Govt - 2027 - Tamil Nadu | 2.54% | |
| West Bengal State Govt - 2027 - West Bengal | 2.41% | |
| Tamil Nadu State Govt - 2027 - Tamil Nadu | 2.31% | |
| Madhya Pradesh State Govt - 2027 - Madhya Pradesh | 2.31% | |
| Rajasthan State Govt - 2027 - Rajasthan | 2.31% | |
| Tamil Nadu State Govt - 2027 - Tamil Nadu | 2.21% | |
| Uttar Pradesh State Govt - 2027 - Uttar Pradesh | 1.99% | |
| Maharashtra State Govt - 2027 - Maharashtra | 1.51% | |
| Rajasthan State Govt - 2027 - Rajasthan | 1.31% | |
| Madhya Pradesh State Govt - 2027 - Madhya Pradesh | 1.27% | |
| Uttar Pradesh State Govt - 2027 - Uttar Pradesh | 1.18% | |
| Bihar State Govt - 2027 - Bihar | 0.98% | |
| Haryana State Govt - 2027 - Haryana | 0.86% | |
| Gujarat State Govt - 2027 - Gujarat | 0.80% | |
| West Bengal State Govt - 2027 - West Bengal | 0.77% | |
| Andhra Pradesh State Govt - 2027 - Andhra Pradesh | 0.62% | |
| Rajasthan State Govt - 2027 - Rajasthan | 0.61% | |
| Kerala State Govt - 2027 - Kerala | 0.54% | |
| Tamil Nadu State Govt - 2027 - Tamil Nadu | 0.31% | |
| Bihar State Govt - 2027 - Bihar | 0.23% | |
| Bihar State Govt - 2027 - Bihar | 0.15% | |
| Kerala State Govt - 2027 - Kerala | 0.15% | |
| Andhra Pradesh State Govt - 2027 - Andhra Pradesh | 0.15% | |
| Kerala State Govt - 2027 - Kerala | 0.11% | |
| Bihar State Govt - 2027 - Bihar | 0.08% | |
| Uttar Pradesh State Govt - 2027 - Uttar Pradesh | 0.08% | |
| Bihar State Govt - 2026 - Bihar | 0.08% | |
| Kerala State Govt - 2026 - Kerala | 0.08% | |
| Andhra Pradesh State Govt - 2027 - Andhra Pradesh | 0.05% | |
| West Bengal State Govt - 2026 - West Bengal | 0.03% | |
| Madhya Pradesh State Govt - 2026 - Madhya Pradesh | 0.03% | |
| Karnataka State Govt - 2027 - Karnataka | 0.03% | |
| Karnataka State Govt - 2027 - Karnataka | 0.01% | |
| Andhra Pradesh State Govt - 2026 - Andhra Pradesh | 0.01% | |
| Tamil Nadu State Govt - 2027 - Tamil Nadu | 0.00% | |
| Kerala State Govt - 2027 - Kerala | 0.00% |
Portfolio data is as on date 31 July, 2026
NAV history
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 September, 2026 | 13.1801 | 0.05% |
| 18 September, 2026 | 13.1732 | 0.02% |
| 17 September, 2026 | 13.1707 | -0.01% |
| 16 September, 2026 | 13.1714 | -0.01% |
| 15 September, 2026 | 13.1724 | 0.03% |
| 11 September, 2026 | 13.1678 | 0% |
| 10 September, 2026 | 13.1683 | 0.03% |
| 9 September, 2026 | 13.1645 | 0% |
| 8 September, 2026 | 13.1646 | 0.02% |
| 7 September, 2026 | 13.1623 | 0.05% |
| 4 September, 2026 | 13.1556 | 0.03% |
| 3 September, 2026 | 13.1521 | 0.03% |
| 2 September, 2026 | 13.1478 | 0.03% |
| 1 September, 2026 | 13.1438 | 0.02% |
| 31 August, 2026 | 13.1406 | 0.03% |
| 28 August, 2026 | 13.1373 | 0.01% |
| 27 August, 2026 | 13.1366 | 0.03% |
| 25 August, 2026 | 13.1329 | 0.03% |
| 24 August, 2026 | 13.1291 | 0.04% |
| 21 August, 2026 | 13.1237 | 0.01% |
| 20 August, 2026 | 13.1222 | -0.02% |
| 19 August, 2026 | 13.1246 | 0.02% |
| 18 August, 2026 | 13.1214 | 0% |
| 17 August, 2026 | 13.1212 | 0.03% |
| 14 August, 2026 | 13.1167 | 0.02% |
| 13 August, 2026 | 13.1135 | 0.02% |
| 12 August, 2026 | 13.1104 | 0.01% |
| 11 August, 2026 | 13.1087 | 0.01% |
| 10 August, 2026 | 13.108 | 0.05% |
| 7 August, 2026 | 13.1013 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth?
The latest NAV of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth is 13.1801 as on 21 September, 2026.What are YTD (year to date) returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth?
The YTD (year to date) returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth are 4.14% as on 21 September, 2026.What are 1 year returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth?
The 1 year returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth are 6% as on 21 September, 2026.What are 3 year CAGR returns of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth?
The 3 year annualized returns (CAGR) of Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Regular Plan- Growth are 7.28% as on 21 September, 2026.