Pros | - | ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 0 Years | 4 Years | ||
Fund Size | - | 8543 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹1000 | ||
Expense Ratio | - | 0.43% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | Nifty Alpha 50 TR INR | Nifty200 Momentum 30 TR INR |
No of Holdings | - | 31 | ||
Top 5 Holdings | - | InterGlobe Aviation Ltd (5.2%) Bharat Electronics Ltd (5.1%) HDFC Life Insurance Co Ltd (5.09%) Bharti Airtel Ltd (5.02%) Bajaj Finserv Ltd (5.02%) | ||
No of Sectors | - | 8 | ||
Top 3 Sectors | - | Financial Services (49.45%) Industrial (15.35%) Tech (8.95%) | ||
Equity % | - | 100.01% | ||
Debt % | - | - | ||
P/E | - | 39.87 | ||
P/B | - | 7.31 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | - | -4.93% | ||
3-Month Return | - | 3.61% | ||
6-Month Return | - | 3.93% | ||
1-Year Return | - | -16.91% | ||
3-Year Return | - | 20.03% | ||
5-Year Return | - | - |
Sharpe | - | 1 | ||
Alpha | - | -0.15 | ||
Beta | - | 1 | ||
Standard Deviation | - | 18.31 | ||
Information Ratio | - | -1.18 |
Description | KOTAK NIFTY ALPHA 50 INDEX FUND Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | UTI Nifty200 Momentum 30 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Devender Singhal,Satish Dondapati,Abhishek Bisen | Sharwan Kumar Goyal |