KOTAK NIFTY ALPHA 50 INDEX FUND
Get the latest NAV of KOTAK NIFTY ALPHA 50 INDEX FUND. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.62
1D
NAV as on 13 Apr 2026
/per year
Since Inception
▲▼
831 people have invested ₹ 24.4L in KOTAK NIFTY ALPHA 50 INDEX FUND in the last three months
Peer comparison
KOTAK NIFTY ALPHA 50 INDEX FUND Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
KOTAK NIFTY ALPHA 50 INDEX FUND Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
KOTAK NIFTY ALPHA 50 INDEX FUND Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical
Financial Services
51%
Industrial
15%
Consumer Cyclical
10%
Financial Services
52%
Industrial
13%
Consumer Cyclical
10%
KOTAK NIFTY ALPHA 50 INDEX FUND Holdings Details
as on (31-Mar-26)
KOTAK NIFTY ALPHA 50 INDEX FUND Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.35% |
Benchmark | Nifty Alpha 50 TR INR |
| AUM | ₹25 Cr |
| Inception Date | 19 August, 2025 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About KOTAK NIFTY ALPHA 50 INDEX FUND
KOTAK NIFTY ALPHA 50 INDEX FUND is an equity fund. This fund was started on 19 August, 2025. The fund is managed by Satish Dondapati, Abhishek Bisen, Jeetu Sonar. The fund could potentially beat inflation in the long-run.
Key Parameters
- KOTAK NIFTY ALPHA 50 INDEX FUND has ₹25 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
KOTAK NIFTY ALPHA 50 INDEX FUND has given a CAGR return of -3.84% since inception.
Holdings
KOTAK NIFTY ALPHA 50 INDEX FUND has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Consumer Cyclical, Health, Tech, Utilities, Consumer Defensive. Its top holdings are GE Vernova T&D India Ltd, Hindustan Copper Ltd, Multi Commodity Exchange of India Ltd, Hitachi Energy India Ltd Ordinary Shares, Aditya Birla Capital Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of KOTAK NIFTY ALPHA 50 INDEX FUND
The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. KOTAK NIFTY ALPHA 50 INDEX FUND has no lock in period.
Fund Manager
Satish Dondapati
Fund Manager of KOTAK NIFTY ALPHA 50 INDEX FUND, since 19 August 2025
Abhishek Bisen
Fund Manager of KOTAK NIFTY ALPHA 50 INDEX FUND, since 19 August 2025
Jeetu Sonar
Fund Manager of KOTAK NIFTY ALPHA 50 INDEX FUND, since 9 March 2026
- AUM of the fund stands at 24.5 Cr as of Feb'26
- AUM increased by 3.2 Cr between Feb'26 and Jan'26
Frequently Asked Questions for KOTAK NIFTY ALPHA 50 INDEX FUND
How do I invest in KOTAK NIFTY ALPHA 50 INDEX FUND?
- Download the INDmoney app.
- Search for ‘KOTAK NIFTY ALPHA 50 INDEX FUND’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.