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Kotak Nifty Alpha 50 IndexIDCW-R

Kotak Nifty Alpha 50 IndexIDCW-R

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation23.5%
Sharpe Ratio0.24

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Triparty RepoUtilities15.89%
Cupid LtdConsumers8.51%
Sterlite Technologies LtdTechnology5.25%
MTAR Technologies LtdCapital Goods4.82%
TD Power Systems LtdCapital Goods4.17%
Ather Energy LtdConsumers3.84%
HFCL LtdTechnology3.60%
Welspun Corp LtdCapital Goods3.55%
Kirloskar Oil Engines LtdCapital Goods3.27%
Multi Commodity Exchange of India LtdFinancial Services2.56%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AB

Abhishek Bisen

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Team

55 years

Combined Team Experience

AUM

₹ 99,588 Cr

Assets Under Management

JS
Jeetu Sonar
Co-Portfolio Manager

Mr. Jeetu Sonar has experience of 15 years. Manages 203 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹21,097 Cr

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.44%

iconRegulatory & Tax Information

INF174KA1XL1
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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