Aeterna Wealth
Index Fund · Regular plan · Growth

Kotak Nifty Alpha 50 Index Fund (Regular)

Kotak Mahindra Mutual Fund · benchmark Nifty Alpha 50 TRI · 1.2 years old · AMFI code 153784

B
Track-record rating: 2 of 2 in Index: NIFTY ALPHA 50

B (middle of the peer group), score 25.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.2%4.0%-1.8%2 / 2
1 year2.5%5.1%-2.5%2 / 2
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-2.56%
Tracking error, 1Y0.89%

Portfolio

Cupid Limited8.5%
Sterlite Technologies Limited5.2%
MTAR Technologies Limited4.8%
TD Power Systems Limited4.2%
Ather Energy Ltd.3.8%
EQ - HFCL LTD3.6%
EQ - WELSPUN CORP LTD.3.5%
Kirloskar Oil Engines Limited3.3%
Multi Commodity Exchange of India Limite2.6%
Apar Industries Limited2.5%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Kotak Nifty Alpha 50 Index Fund (Regular plan)?

₹10.18 on 5 Nov 2026 (Growth option).

What is the expense ratio of Kotak Nifty Alpha 50 Index Fund (Regular)?

1.59% a year; the Direct plan's is 1.01%.

What does Kotak Nifty Alpha 50 Index Fund invest in?

Its largest holdings are Cupid Limited, Sterlite Technologies Limited, MTAR Technologies Limited, with 50 stocks in all (September 2026 portfolio).

How is Kotak Nifty Alpha 50 Index Fund rated?

B: 2 of 2 Regular plans in Index: NIFTY ALPHA 50, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.