Kotak Nifty Alpha 50 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is ATHER ENERGY LTD with a portfolio weight of 5.54% .
The fund currently owns more than 51 stocks.
The top 10 holdings account for 34.72% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.30% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Auto Ancl - Batteries |
5.54%
|
|
| 2 | Pharmaceuticals |
4.03%
|
|
| 3 | Pharmaceuticals |
3.71%
|
|
| 4 | Materials |
3.38%
|
|
| 5 | Materials |
3.33%
|
|
| 6 | Exchange Platform |
3.21%
|
|
| 7 | Power - Generation/Distribution |
3.00%
|
|
| 8 | Materials |
2.93%
|
|
| 9 | Industrials |
2.83%
|
|
| 10 | Utilities |
2.76%
|
|
| 11 | Communication Services |
2.76%
|
|
| 12 | Electric Equipment - Switchgear/Circuit Breaker |
2.59%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Kotak Nifty Alpha 50 Index Fund - Direct Plan is managed by KOTAKMAHINDRAMF .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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