Home / Discover / Fund

Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60 - 40 Index Fund

Kotak Mutual Fund Index fund Passive As of 2026-07-31
Compare Run analysis Research Academy
Holdings
38
Concentrated
Top 10 weight
67%
Concentration
Strategy
Index
Passive exposure
Equity
8%
Asset allocation

Portfolio

N/ASectors 7Large positions N/ATop sector 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity8%
Debt89%

Top holdings

Tamil Nadu State Govt - 2028 - Tamil NaduDEBT
17.5%
NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**DEBT
8.4%
REC LTD**DEBT
6.9%
Maharashtra State Govt - 2028 - MaharashtraDEBT
6.3%
Tamil Nadu State Govt - 2028 - Tamil NaduDEBT
5.9%
Tamil Nadu State Govt - 2028 - Tamil NaduDEBT
5.7%
Gujarat State Govt - 2028 - GujaratDEBT
5.0%
Power Finance Corporation Ltd.**DEBT
4.0%
REC LTD**DEBT
3.6%
Power Finance Corporation Ltd.**EQUITY
3.6%

AI Smart summary

Portfolio read

  • 8% equity, 89% debt.
  • Passive index strategy; portfolio differences should primarily reflect index tracking and cash management.

Watchpoints

  • Top 10 positions account for 67%, indicating high portfolio concentration.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Similar index portfolios by equity allocation and concentration.

UTI CRISIL SDL Maturity April 2033 Index Fund29 holdings · 67% top 10
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT APRIL 2032 INDEX FUND34 holdings · 66% top 10
ICICI Prudential Nifty SDL Dec 2028 Index Fund39 holdings · 66% top 10
Tata NIFTY SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund29 holdings · 69% top 10
ICICI Prudential CRISIL-IBX Financial Services 3-6 Months Debt Index Fund20 holdings · 69% top 10
Bharat Bond ETF – April 203154 holdings · 65% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Sector exposure appears once holdings data is connected.