Kotak Nifty Alpha 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Nifty Alpha 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹49 Cr

Lock In Period

N/A

Expense Ratio

1.44

Exit Load

Nil

Benchmark

Nifty Alpha 50 Total Return

Kotak Nifty Alpha 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.87-1.453.73
6M16.773.1643.57
1Y7.813.9361.51
3Y0.0011.87208.86

Portfolio Analysis

  • Equity: 101.35%
  • Debt: -1.35%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Ltd4.07%
2. Ami Organics Ltd3.61%
3. Glenmark Pharmaceuticals Ltd1.95%

1. L&T FINANCE LTD2.43%
2. SHRIRAM FINANCE LIMITED2.06%
3. MUTHOOT FINANCE LTD.1.67%
4. Manappuram Finance Ltd.1.48%
5. India Infoline Ltd0.77%

1. KARUR VYSYA BANK LTD.2.22%
2. RBL BANK LTD.1.97%
3. FEDERAL BANK LTD.1.56%
4. AU SMALL FINANCE BANK LTD.1.51%

1. ATHER ENERGY LTD7.17%

1. National Aluminium Company Ltd.3.52%
2. Hindalco Industries Ltd.2.34%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED3.88%
2. BSE LTD1.68%

1. Anand Rathi Wealth Ltd.2.56%
2. ADITYA BIRLA CAPITAL LTD2.22%
3. Max Financial Services Ltd0.52%

1. GE VERNOVA T&D INDIA LIMITED2.79%
2. ADANI ENERGY SOLUTIONS LTD.2.28%

1. INDIAN BANK1.47%
2. UNION BANK OF INDIA0.90%
3. STATE BANK OF INDIA.0.85%
4. BANK OF INDIA0.84%
5. CANARA BANK0.76%

1. HINDUSTAN COPPER LTD.3.40%

1. VEDANTA LTD.2.95%

1. Vodafone Idea Ltd2.91%

1. ADANI POWER LTD2.69%

1. HITACHI ENERGY INDIA LTD.2.59%

1. Eicher Motors Ltd.1.40%
2. TVS Motor Company Ltd.1.19%

1. NAVIN FLUORINE INTERNATIONAL LTD.2.24%

1. Bharat Heavy Electricals Ltd.2.19%

1. Apar Industries Ltd.2.16%

1. Steel Authority of India Ltd.2.12%

1. Cummins India Ltd.2.11%

1. BHARAT FORGE LTD.1.95%

1. polycab India Limited1.87%

1. One 97 Communications Ltd1.84%

1. Ashok Leyland Ltd.1.60%

1. Radico Khaitan Ltd.1.47%

1. FSN E-Commerce Ventures Ltd.1.26%

1. Fortis Healthcare India Ltd1.06%
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About Fund Kotak Nifty Alpha 50 Index Fund Growth

Kotak Nifty Alpha 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹49 Crore. The fund benchmarks its performance against the Nifty Alpha 50 Total Return while maintaining an expense ratio of 1.44. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Jeetu Valechha Sonar

Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Groww Nifty Smallcap250 ETF Growth017 CR
Kotak Nifty200 Quality 30 Index Fund Growth017 CR0.73
Kotak Nifty Alpha 50 Index Fund Growth049 CR1.44
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundGroww Nifty Smallcap250 ETF Growth00
This FundKotak Nifty200 Quality 30 Index Fund Growth-4.48050
This FundKotak Nifty Alpha 50 Index Fund Growth7.80990
This FundHDFC Silver ETF Growth58.9131207.6568
This FundAxis Silver ETF Growth59.4518208.8603

Kotak Nifty Alpha 50 Index Fund Growth FAQs

Kotak Nifty Alpha 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Nifty Alpha 50 Index Fund Growth is 1.44. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty Alpha 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -6.87%
  • 6 Months : 16.77%
  • 1 Year : 7.81%
  • 3 Years : 0.00%
Returns of Kotak Nifty Alpha 50 Index Fund Growth are updated daily based on NAV of ₹ 10.367 as on Sep 28,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty Alpha 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Nifty Alpha 50 Index Fund Growth is ₹49 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Alpha 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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