🎯Investment Objective
“The investment objective of the scheme is 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.”
Source: Kotak Nifty Alpha 50 ETF scheme information document
Asset Allocation
Sector Allocation
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Percentile ranking within ETF category (higher = better)
What does this shape tell you?
This radar shows how the fund ranks against ETF peers across 5 dimensions. A "perfect" fund would fill the entire pentagon, but that rarely exists.
This fund's strongest trait is Returns (73th percentile), it has delivered higher returns than most peers.
Its weakest area is Cost, higher expense ratio than peers. Over 10+ years, this fee drag compounds significantly.
Learn about risk-adjusted returns → · Why expense ratio matters →
Portfolio Holdings50 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | HITACHI ENERGY INDIA LTD. | Electrical Equipment | 5.0% | - | |
| 2 | L&T FINANCE HOLDINGS LTD | Finance | 4.4% | - | |
| 3 | RBL BANK LTD. | Banks | 4.4% | - | |
| 4 | MUTHOOT FINANCE LTD. | Finance | 3.6% | - | |
| 5 | BSE LTD | Capital Markets | 3.6% | - | |
| 6 | GE VERNOVA T&D INDIA LIMITED | Electrical Equipment | 3.5% | - | |
| 7 | ADITYA BIRLA CAPITAL LTD | Finance | 3.5% | - | |
| 8 | Laurus Labs Ltd | Pharmaceuticals and Biotechnology | 3.4% | - | |
| 9 | Manappuram Finance Ltd. | Finance | 3.2% | - | |
| 10 | NAVIN FLUORINE INTERNATIONAL LTD. | Chemicals and Petrochemicals | 3.1% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Kotak Nifty Alpha 50 ETF's historical returns
⚠️ Important Disclaimer
This projection uses past returns (19.44571068033007% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| -2.497136068348671% | -0.5637579871152876% | +12.73089458588974% | +1.638689048760988% | +19.44571068033007% | - |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 22.6%.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.