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Kotak Mahindra Mutual Fund

Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund

Kotak Mahindra Mutual Fund · Direct plan · Growth

NAV
₹10.63
▲ 0.02% · 18 Sept 2026
Fund size
₹1,056 Cr
Expense ratio
0.12%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.61 and has returned – over a year.

Returns, and where it stands

Against the average index fund, and its place among them. Anything longer than a year is a yearly rate.

This fund does not have enough NAV history yet to show returns.

Every period, and the Regular plan →
PeriodDirectRegular
1 month0.5%0.5%
3 months1.9%1.9%
6 months3.6%3.5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2025.

Plan

NAV history

▲ 6.2% in the last 1Y

10.010.310.629 Sept 202525 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹2,164
XIRR (per year)
6.77%
Value today
₹62,164

12 monthly instalments from 29 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
24 Sept 2025
Expense ratio
0.12%
as of 31 Aug 2026

Managed by Manu Sharma

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund against other funds in the Index Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential NASDAQ 100 Index Fund31.6%30.87%0.63%₹3,581 Cr
Motilal Oswal S&P 500 Index Fund25.83%25.76%17.85%0.49%₹2,919 Cr
UTI Nifty 500 Value 50 Index Fund9.35%21.1%0.84%₹846 Cr
ICICI Prudential Nifty Pharma Index Fund18.45%19.92%0.48%₹157 Cr
Motilal Oswal BSE Enhanced Value Index Fund5.44%19.6%0.54%₹2,251 Cr
Kotak Nifty Smallcap 50 Index Fund11.86%19.37%0.35%₹250 Cr
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund0.12%₹1,056 Cr

About Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund

Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund is a index fund managed by Kotak Mahindra Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

The investment objective of the scheme is to generate returns that are commensurate (before fees and expenses) with the performance of CRISILIBX Financial Services 9 -12 Months Debt Index that seeks to track the performance of Commercial Papers (CPs), Certificates of Deposit (CDs) & corporate bond securities maturing within 9 to 12 months from the date of inclusion in the index. However, there can be no assurance that the investment objective of the Scheme will be achieved.

The scheme's stated objective, as published by Kotak Mahindra Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹10.632153875
DirectIDCW₹10.6321153876
RegularGrowth₹10.6111153877
RegularIDCW₹10.6089153878

Frequently asked questions

What is the NAV of Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund today?

The NAV of Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund (Direct plan, Growth) is ₹10.632 and the Regular plan NAV is ₹10.6111, as of 18 Sept 2026.

What returns has Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

What is the expense ratio of Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund?

The Direct plan charges 0.12% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund fallen in the past?

Its deepest fall was 0.2% from 8 May 2026 to 22 May 2026.

Which category does Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund belong to?

It is a Index Fund from Kotak Mahindra Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.