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Kotak Nifty SDL Jul 2026 Index Fund(IDCW)

Ticker: mf17359
Decent 70/100

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SBI Nifty200 Momentum 30 Index Fund(IDCW Payout)
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Bandhan CRISIL IBX 90:10 SDL Plus Gilt - Nov 2026 Index Fund(IDCW Reinvest)
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Score 68/100 Decent
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Navi ELSS Tax Saver Nifty 50 Index Fund(IDCW)
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Kotak FMP-308-1125D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent performance metrics, making it a risky investment at this time.
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Invesco India - Invesco Global Equity Income FoF(IDCW)
Score 66/100 Decent
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Mahindra Manulife Arbitrage Fund(IDCW)
Score 68/100 Decent
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Mahindra Manulife Arbitrage Fund(IDCW Payout)
Score 48/100 Decent
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D
DSP Global Clean Energy Overseas Equity Omni FoF(IDCW)
Score 68/100 Decent
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Business Overview

The Kotak Nifty SDL Jul 2026 Index Fund (IDCW) is a mutual fund that aims to provide investors with exposure to State Development Loans (SDLs) while tracking the Nifty SDL Index. This fund is ideal for conservative investors seeking stable returns with lower risk. It matters as it offers a unique opportunity to invest in government-backed securities, ensuring safety and reliability. With a focus on long-term growth, this fund is designed to meet the financial goals of individuals looking for a secure investment option.

  • Invests in State Development Loans (SDLs)
  • Tracks the Nifty SDL Index for performance
  • Ideal for conservative investors
  • Offers safety with government-backed securities
  • Focus on long-term capital appreciation
  • Regular income through IDCW option

Investment Thesis

The Kotak Nifty SDL Jul 2026 Index Fund offers a compelling investment opportunity backed by a strong promoter group known for its credibility. With the growth of digital services and an attractive valuation compared to peers, this fund is well-positioned for robust returns in the evolving market landscape.

  • Strong backing from Kotak Mahindra Group, ensuring credibility and trust.
  • Significant growth potential in digital services enhancing overall market performance.
  • Attractive valuation metrics compared to peer funds, offering better risk-adjusted returns.
  • Focus on SDLs (State Development Loans) provides stability and lower credit risk.
  • Ideal for investors seeking long-term growth with a balanced approach.

Opportunity vs Risk

Opportunities
  • Diversified exposure to SDLs
  • Potential for steady income
  • Long-term capital appreciation
  • Tax efficiency through IDCW
  • Growing demand for fixed income
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of state bonds
  • Market volatility impacts
  • Liquidity concerns in SDLs
  • Regulatory changes affecting funds

Peer Perspective

Kotak Nifty SDL Jul 2026 Index Fund is currently trading at a slight premium compared to peers like SBI SDL Fund and HDFC SDL Fund. A rerating could occur with improved yield stability and consistent inflow momentum.
📊 Stock Investment Checklist (100 Points)
Kotak Nifty SDL Jul 2026 Index Fund(IDCW) • Updated: 2025-10-01 06:34:09
  • 10
    Business
    High
    The fund is focused on SDLs which are generally considered stable, but the sector lacks a strong moat.
  • 10
    Growth
    High
    Growth in SDLs is relatively stable but lacks high growth potential compared to equities.
  • 10
    Profitability
    High
    Returns are consistent but lower than equity benchmarks.
  • 10
    Valuation
    High
    Valuation metrics are reasonable compared to peers in the fixed income space.
  • 8
    Balance
    High
    The fund has a strong balance sheet with low debt levels.
  • 7
    Governance
    High
    Promoter holding is stable, but transparency could be improved.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 3
    Technicals
    Low
    Market sentiment is neutral with low trading volume.
Final Score & Verdict
Score 70 / 100 • Decent
The Kotak Nifty SDL Jul 2026 Index Fund presents a decent investment option for conservative investors seeking stability, but it lacks significant growth potential.