Kotak Nifty Alpha 50 ETF
Value Research Rating
Our Opinion
Riskometer
Very High
₹48.8057 -2.45%
As on 12-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Kotak Nifty Alpha 50 ETF
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak Nifty Alpha 50 ETF
|
|
Very High
|
|
0.30 |
||
|
|
Very High
|
|
1.28 |
|||
|
|
Very High
|
|
1.36 |
|||
 |
|
Very High
|
|
0.97 |
||
|
|
Very High
|
|
0.91 |
Other details of Kotak Nifty Alpha 50 ETF
Assets
₹787 Cr
Exit Load (Days)
--
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
--
Min. No of Cheques
--
About Kotak Nifty Alpha 50 ETF
Kotak Nifty Alpha 50 ETF is a equity mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on December 22, 2021, it is currently managed by Abhishek Bisen, Satish Dondapati and Jeetu Valechha Sonar. The fund has an expense ratio of 0.30% with an overall AUM (Assets Under Management) of ₹787 Cr.
Kotak Nifty Alpha 50 ETF is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Investment Strategy
The scheme seeks to replicate the composition of the NIFTY Alpha 50 Index and to generate returns that are commensurate with the performance of the NIFTY Alpha 50 Index, subject to tracking errors.
Suitability
Flexi-cap funds are suitable for investors:
- Seeking exposure in a diversified set of stocks for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Kotak Nifty Alpha 50 ETF
FAQ for Kotak Nifty Alpha 50 ETF
How to Invest in Kotak Nifty Alpha 50 ETF?
To invest in Kotak Nifty Alpha 50 ETF you need a demat account and a trading account with a stockbroker, as Exchange Traded Funds (ETFs) are bought and sold on the stock exchange just like shares. You can purchase Kotak Nifty Alpha 50 ETF directly through your broker’s platform.
What is the current NAV of Kotak Nifty Alpha 50 ETF Today?
The latest declared NAV of Kotak Nifty Alpha 50 ETF, is ₹48.8057 as of 13-May-2026.
What are the top holdings of Kotak Nifty Alpha 50 ETF?
| Company | Percentage of Portfolio |
|---|---|
|
5.01
|
|
|
4.07
|
|
|
4.05
|
|
|
3.70
|
|
|
3.14
|
What is the return of Kotak Nifty Alpha 50 ETF in the last 5 years?
Over the past five years, Kotak Nifty Alpha 50 ETF has delivered an annualised return of --% as of 13-May-2026.
What is the minimum investment required in Kotak Nifty Alpha 50 ETF?
The minimum investment required to start investing in Kotak Nifty Alpha 50 ETF is ₹5,000 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.
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