Kotak Nifty Alpha 50 Index Fund · Regular · Growth
NAV
₹10.3140
as of 29 Sept 2026
Expense Ratio
1.38%
AUM
₹33 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.65%
- 3Y
- —
- 5Y
- —
- Since Inception
- +2.82%
SIP returns (XIRR)
- 1Y
- +7.64%
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.97%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.09
Sharpe Ratio
—
Alpha
—
Beta
-0.08
Sortino
18.68%
Std Dev
-15.41%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks12.08%
- Finance10.63%
- Automobiles9.76%
- Electrical Equipment9.73%
- Pharmaceuticals and Biotechnology9.63%
- Non - Ferrous Metals9.26%
- Capital Markets8.87%
- Power4.97%
- Industrial Products3.98%
- Diversified Metals2.95%
- Chemicals and Petrochemicals2.94%
- Telecom - Services2.91%
Each sector links to the mutual funds most exposed to it.
Thinking about Kotak Nifty Alpha 50 Index Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
What this fund does
Kotak Nifty Alpha 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Kotak Nifty Alpha 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹33.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Alpha 50 Index (Total Return Index (TRI)). The current expense ratio is 1.38%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios