Kotak Nifty Alpha 50 Index Fund Growth

Equity
Flexi Cap
Very High Risk
1M
All
NAV: 17 Oct 2025
₹10.00
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹10.66Cr

Return calculator

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

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.95%
ServicesEquity4.87%
HealthcareEquity4.17%
Consumer StaplesEquity3.87%
HealthcareEquity3.61%
Consumer DiscretionaryEquity3.59%
Capital GoodsEquity3.49%
Capital GoodsEquity3.16%
EnergyEquity2.97%
ServicesEquity2.88%
FinancialEquity2.80%
HealthcareEquity2.66%
TechnologyEquity2.39%
FinancialEquity2.23%
HealthcareEquity2.23%
HealthcareEquity2.19%
FinancialEquity2.12%
Capital GoodsEquity2.10%
FinancialEquity2.05%
ChemicalsEquity2.02%
ServicesEquity1.88%
Capital GoodsEquity1.87%
FinancialEquity1.80%
FinancialEquity1.79%
ChemicalsEquity1.79%
Capital GoodsEquity1.78%
FinancialEquity1.78%
Capital GoodsEquity1.72%
AutomobileEquity1.71%
AutomobileEquity1.61%
FinancialEquity1.60%
FinancialEquity1.53%
ServicesEquity1.47%
ServicesEquity1.47%
AutomobileEquity1.43%
ChemicalsEquity1.37%
AutomobileEquity1.34%
CommunicationEquity1.34%
FinancialEquity1.31%
AutomobileEquity1.29%
HealthcareEquity1.28%
ServicesEquity1.26%
Capital GoodsEquity0.95%
HealthcareEquity0.74%
Capital GoodsEquity0.72%
TechnologyEquity0.51%
ServicesEquity0.44%
FinancialEquity0.43%
InsuranceEquity0.42%
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
1M3M6MAll
Fund returns-1.5%NANA-0.1%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
9.1%24.0%85,559.59
5
3.9%23.9%3,999.72
5
7.7%22.2%1,19,723.33
4
0.6%21.4%5,049.19
4
0.8%19.4%18,912.06

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,

Compare funds

Kotak Nifty Alpha 50 Index Fund Growth
VS
Add mutual fund to compare