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ETFregulargrowth📊 Nifty Alpha 50 TRI

Kotak Nifty Alpha 50 ETF

Kotak Mahindra Mutual Fund

#103 of 229 (1Y)

₹50.5808

₹0.71 (-1.39%)

NAV as of 29 May 2026

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Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.59%
1 Month+0.75%
3 Months+1.94%
6 Months-1.90%
1 Year+1.83%
3 Years (CAGR)+21.73%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2021)+9.31%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+4.86%
3 Year SIP+7.67%
5 Year SIP—
Since Inception (Dec 2021)+11.67%

₹5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹7,641

Value today

10.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,11,000

Value today

+10.3%

vs lumpsum

STP beat direct lumpsum by 10.3% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹719 Cr
Min Lumpsum₹5,000
BenchmarkNifty Alpha 50 TRI
Launch Date01 Dec 2021
AMFI Code149397

Risk Metrics

Trailing 1 year, annualised

-0.37

Sharpe Ratio

—

Alpha

—

Beta

-0.34

Sortino

22.60%

Std Dev

-28.78%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:Nifty Alpha 50 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Kotak Nifty Alpha 50 ETF is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Kotak Nifty Alpha 50 ETF is a ETF mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹719 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Alpha 50 TRI.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •Cost-conscious investors who prefer passive investing with low expense ratios
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations