Kotak Nifty Alpha 50 Index Fund
The scheme seeks 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.
Growthvine rating: 2/5 — ranked #161 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹9.52 (as of 2026-10-23) |
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| AUM | ₹49 Cr |
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| Expense ratio | 0.80% |
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| Riskometer | Very High |
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| Fund manager | Jeetu Valechha Sonar |
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| Exit load | 0 |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −15.41% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 24.8% |
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| Mid cap | 29.2% |
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| Small cap | 46.0% |
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Concentration
| Top 5 holdings | 26.6% |
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| Top 10 holdings | 42.1% |
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| Total holdings | 50 |
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Top holdings
- Triparty Repo — 15.9%
- Cupid Limited — 8.5%
- Sterlite Technologies Limited. — 5.3%
- MTAR Technologies Limited — 4.8%
- TD Power Systems Limited — 4.2%
- Ather Energy Limited — 3.8%
- HFCL LIMITED — 3.6%
- Welspun Corp Limited — 3.5%
- Kirloskar Oil Engines Limited — 3.3%
- Multi Commodity Exchange of India Ltd — 2.6%
Top sectors
- Electricals — 17.0%
- Banking & Financial — 14.7%
- Telecom — 11.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −2.5% | — | — |