Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund
🎯Investment Objective
“The investment objective of the scheme is to track the Nifty SDL Apr 2032 Top 12 Equal Weight Index by investing in SDLs, maturing on or before Apr 2032, subject to tracking errors”
Source: Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision →
Sector Allocation
⚠️ High concentration, the top 3 sectors account for 97.3% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings52 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | 0.077 | SOV | 15.1% | - | |
| 2 | 0.0773 | SOV | 13.5% | - | |
| 3 | 0.0772 | SOV | 11.6% | - | |
| 4 | 0.0763 | SOV | 9.6% | - | |
| 5 | 0.0773 | SOV | 7.4% | - | |
| 6 | 0.0714 | SOV | 6.4% | - | |
| 7 | 0.0774 | SOV | 4.2% | - | |
| 8 | 0.0757 | SOV | 3.7% | - | |
| 9 | 0.0728 | SOV | 2.7% | - | |
| 10 | 0.0712 | SOV | 2.4% | - |
Check Holdings Overlap
Sign in to see if this fund's holdings overlap with stocks already in your portfolio. Knowing your total exposure helps avoid accidental over-concentration.
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Estimate future value based on Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (7.68% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| - | - | +1.94% | +4.12% | +7.68% | - |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 6.8%.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.