Kotak Nifty Alpha 50 Index Fund Growth

Equity
Flexi Cap
Very High Risk
1M
All
NAV: 28 Nov 2025
₹10.13
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹13.63Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity6.97%
ServicesEquity5.44%
HealthcareEquity4.55%
HealthcareEquity3.67%
Capital GoodsEquity3.45%
Consumer DiscretionaryEquity3.44%
Consumer StaplesEquity3.40%
ServicesEquity3.29%
Capital GoodsEquity3.00%
EnergyEquity3.00%
FinancialEquity2.65%
TechnologyEquity2.57%
FinancialEquity2.33%
FinancialEquity2.26%
HealthcareEquity2.18%
HealthcareEquity2.17%
HealthcareEquity2.17%
FinancialEquity2.05%
Capital GoodsEquity1.92%
FinancialEquity1.88%
ChemicalsEquity1.84%
Capital GoodsEquity1.81%
ChemicalsEquity1.79%
ServicesEquity1.77%
FinancialEquity1.75%
Capital GoodsEquity1.72%
FinancialEquity1.68%
Capital GoodsEquity1.64%
AutomobileEquity1.64%
FinancialEquity1.61%
AutomobileEquity1.53%
FinancialEquity1.49%
ServicesEquity1.46%
ChemicalsEquity1.46%
HealthcareEquity1.46%
CommunicationEquity1.42%
FinancialEquity1.41%
AutomobileEquity1.41%
AutomobileEquity1.29%
AutomobileEquity1.27%
ServicesEquity1.27%
ServicesEquity1.22%
Capital GoodsEquity0.94%
Capital GoodsEquity0.78%
HealthcareEquity0.69%
TechnologyEquity0.60%
FinancialEquity0.45%
ServicesEquity0.44%
InsuranceEquity0.39%
FinancialEquity0.29%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
3M3M6MAll
Fund returns5.8%5.8%NA1.3%
Category averageNANANANA
Rank with in category6060NANA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
4.0%21.3%4,380.43
5
8.8%21.0%1,25,799.63
5
10.4%20.7%91,041.00
4
1.6%19.0%5,267.09
4
4.1%17.2%19,796.16

Expense ratio, exit load and tax

Expense ratio: 0.94%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Abhishek Bisen
Jul 2025 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Devender Singhal
Jul 2025 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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