KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹49.06 Cr
Expense Ratio
1.44%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹0.00
Launch Date
19 Aug 2025
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.52% | -- |
| 3 Months | +2.26% | -- |
| 6 Months | +11.88% | -- |
| 1 Year | +7.27% | +7.27% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +5.55% | +4.86% |
Holdings as on 12 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Ather Energy | 3.52 | 7.17 |
| Laurus Labs | 2.00 | 4.07 |
| Multi Commodity Exchange Of India | 1.91 | 3.88 |
| Acutaas Chemicals | 1.78 | 3.61 |
| National Aluminium Company Ltd | 1.73 | 3.52 |
| Hindustan Copper | 1.67 | 3.40 |
| Vedanta | 1.45 | 2.95 |
| Vodafone Idea | 1.43 | 2.91 |
| GE Vernova T&D India | 1.37 | 2.79 |
| Adani Power | 1.33 | 2.69 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to replicate the composition of the Nifty Alpha 50 Index and to generate returns that are commensurate with the performance of the Nifty Alpha 50 Index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.
The KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth has an AUM of 49.06 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.44%. The minimum investment in KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth is Rs 100 and the minimum SIP is Rs 0.
As per morningstar the risk & return rating of the fund are High & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Ather Energy, Laurus Labs, Multi Commodity Exchange Of India, Acutaas Chemicals.
The major sectors where the fund is invested are Metal Mining, Regional Banks, Consumer Financial Services, Electronic Instr. & Controls.
Some of the similar funds are Mirae Asset Nifty Total Market Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth, KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth, Bandhan Nifty Total Market Index Fund Regular Growth, Nippon India Nifty India Manufacturing Index Fund Regular Growth. KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth has a High risk & Moderate return.
KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth is managed by Abhishek Bisen,Satish Dondapati,Jeetu Sonar.
The expense ratio of KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth is 1.44%.
The 5 year annualized return on KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth is 0.00% & it has generated 7.27% in the last 1 year.
The minimum investment in KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth is 100 Rs.
KOTAK NIFTY ALPHA 50 INDEX FUND Regular Growth has an AUM of 49.06 crores.
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