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Fund Overview of Kotak Nifty Alpha 50 Index Fund Regular-idcw
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₹38.3 CrAUM
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₹10.43NAV
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1.13%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Kotak Nifty Alpha 50 Index Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 5.40% | NA | NA |
| 6 Months | 10.82% | NA | NA |
Asset Allocation
equities
101.60%Launched on 19 Aug 2025, the fund aims Long term capital growth Return that corresponds to the performance of Nifty Alpha 50 Index subject to tracking error It manages assets worth ₹38.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.132%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Nifty Alpha 50 Index Fund Regular-idcw
The portfolio allocation consists of 101.60% in equities.Managed by Satish Dondapati, it has delivered a return of 0.00% in the last year, a total return since inception of 4.26%.
Depending on investment horizon individuals may review best sip plan during the overall investment planning.
Fund Details
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Compare Kotak Nifty Alpha 50 Index Fund Regular-idcw with other mutual funds in the same category
Kotak Nifty Alpha 50 Index Fund Regular-idcw
UTI Nifty200 Momentum 30 Index Fund Direct-growth
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | -2.21% | -0.92% | -0.43% | 12.58% | 11.89% |
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth  |
₹1,527 | 2.70% | 4.27% | 1.77% | 11.83% | 11.51% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -2.24% | -1.03% | -0.89% | 12.05% | 11.34% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 2.43% | 2.25% | 1.07% | 11.12% | 11.28% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 2.40% | 2.38% | 0.59% | 10.86% | 10.97% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 2.40% | 2.38% | 0.59% | 10.86% | 10.97% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 2.36% | 2.26% | 0.16% | 10.46% | 10.48% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 2.36% | 2.26% | 0.16% | 10.46% | 10.48% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | 1.10% | 0.03% | -1.33% | 8.95% | 9.46% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Kotak Active Momentum Fund Direct-growth
|
₹1,488 | 2.08% | 4.03% | 5.66% | - | - |
|
Kotak Active Momentum Fund Regular-growth
|
₹1,488 | 1.98% | 3.69% | 4.96% | - | - |
|
Kotak Active Momentum Fund Direct-idcw
|
₹1,488 | 2.08% | 4.03% | 5.66% | - | - |
|
Kotak Active Momentum Fund Regular-idcw
|
₹1,488 | 1.98% | 3.69% | 4.96% | - | - |
|
Kotak Nifty Alpha 50 Etf-growth
|
₹853 | -0.78% | 5.65% | 11.32% | 2.94% | 17.41% |
|
Kotak Nifty 200 Momentum 30 Index Fund Regular-growth
|
₹575 | -2.35% | -1.12% | -0.08% | -0.95% | 11.74% |
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Kotak Nifty 200 Momentum 30 Index Fund Direct-growth
|
₹575 | -2.31% | -1.00% | 0.16% | -0.48% | 12.28% |
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Kotak Nifty 200 Momentum 30 Index Fund Regular-idcw
|
₹575 | -2.35% | -1.12% | -0.08% | -0.95% | 11.74% |
|
Kotak Nifty 200 Momentum 30 Index Fund Direct-idcw
|
₹575 | -2.31% | -1.00% | 0.16% | -0.48% | 12.28% |
|
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-growth
|
₹432 | -3.16% | 1.12% | 4.19% | 0.40% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.62 | 12.05% | 11.34% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹21.17 | 12.58% | 11.89% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.26 | 11.12% | 11.28% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ather Energy Ltd. | Consumer Discretionary | 5.15% | ₹1.97 Cr |
| Ge T&d India Ltd | Industrials | 5.57% | ₹1.86 Cr |
| Ami Organics Ltd | Healthcare | 4.33% | ₹1.66 Cr |
| Ami Organics Ltd | Healthcare | 4.33% | ₹1.66 Cr |
| Ami Organics Ltd | Healthcare | 4.33% | ₹1.66 Cr |
| Ge T&d India Ltd | Industrials | 5.02% | ₹1.55 Cr |
| Hitachi Energy India Ltd | Industrials | 4.49% | ₹1.50 Cr |
| Hindustan Copper Ltd | Materials | 3.48% | ₹1.33 Cr |
| Hindustan Copper Ltd | Materials | 3.48% | ₹1.33 Cr |
| Hindustan Copper Ltd | Materials | 3.48% | ₹1.33 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.47% | ₹1.33 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.47% | ₹1.33 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.47% | ₹1.33 Cr |
| Laurus Labs Ltd | Healthcare | 3.46% | ₹1.32 Cr |
| Laurus Labs Ltd | Healthcare | 3.46% | ₹1.32 Cr |
| Laurus Labs Ltd | Healthcare | 3.46% | ₹1.32 Cr |
| Hindustan Copper Ltd | Materials | 3.96% | ₹1.32 Cr |
| National Aluminium Company Ltd | Materials | 3.36% | ₹1.29 Cr |
| National Aluminium Company Ltd | Materials | 3.36% | ₹1.29 Cr |
| National Aluminium Company Ltd | Materials | 3.36% | ₹1.29 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹21.17 | 12.58% | 11.89% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.89 | 11.83% | 11.51% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.62 | 12.05% | 11.34% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.26 | 11.12% | 11.28% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.54 | 10.86% | 10.97% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.54 | 10.86% | 10.97% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.12 | 10.46% | 10.48% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.12 | 10.46% | 10.48% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹220.74 | 8.95% | 9.46% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Nifty Alpha 50 Index Fund Regular-idcw
What is the current AUM of Kotak Nifty Alpha 50 Index Fund Regular-idcw?
As of Tue Jun 30, 2026, Kotak Nifty Alpha 50 Index Fund Regular-idcw manages assets worth ₹38.3 crore
How has Kotak Nifty Alpha 50 Index Fund Regular-idcw performed recently?
- 3 Months: 5.40%
- 6 Months: 10.82%
What is the long-term performance of Kotak Nifty Alpha 50 Index Fund Regular-idcw?
- Since Inception: 4.26%
What is the portfolio composition of Kotak Nifty Alpha 50 Index Fund Regular-idcw?
Equity: 101.60%, Others: -1.60%.
Who manages Kotak Nifty Alpha 50 Index Fund Regular-idcw?
Kotak Nifty Alpha 50 Index Fund Regular-idcw is managed by Satish Dondapati from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Nifty Alpha 50 Index Fund Regular-idcw?
Large Cap: 37.53%, Mid Cap: 40.54%, Small Cap: 21.93%.
Which are the top companies Kotak Nifty Alpha 50 Index Fund Regular-idcw has invested in?
- Ather Energy Ltd. – 5.15% of the fund's portfolio
- GE T&D India Ltd – 5.57% of the fund's portfolio
- Ami Organics Ltd – 4.33% of the fund's portfolio
- Ami Organics Ltd – 4.33% of the fund's portfolio
- Ami Organics Ltd – 4.33% of the fund's portfolio
Which are the major sectors Kotak Nifty Alpha 50 Index Fund Regular-idcw focuses on?
- Materials – 24.48% of the fund's portfolio
- Healthcare – 23.37% of the fund's portfolio
- Industrials – 15.08% of the fund's portfolio
- Financial – 10.41% of the fund's portfolio
- Consumer Discretionary – 5.15% of the fund's portfolio
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