ad
Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan

Direct GrowthHigh Risk

+15.93%

1Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 28 Aug 2026

₹11.20

Min. SIP amount

₹100

Fund size (AUM)

40 Cr

Expense ratio

0.35%

Launched on

19 Aug 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,71,046

Stock Allocation

Stock nameSectorAllocation
Multi Commodity Exchange Of India LimitedFinance3.76%
Ge Vernova T&D India LimitedCapital Goods3.70%
Hitachi Energy India Ltd.Capital Goods3.61%

Fund Composition

40 Cr

Large Cap

25.79%

Mid Cap

48.31%

Small Cap

25.84%

Others

0.06%

Sector Allocation

40 Cr

Finance

27.45%

Bank

12.77%

Capital Goods

10.99%

Healthcare

10.36%

Automobile & Ancillaries

9.09%

Non - Ferrous Metals

4.90%

Chemicals

4.73%

It

2.97%

Others

15.50%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

SD

Satish Dondapati

Present

AB

Abhishek Bisen

Present

JV

Jeetu Valechha Sonar

Present

Similar/Peer Fund Comparison

Fund name
B

Baroda BNP Paribas Gold ETF FoF(G)-Direct Plan

+0.00%
B

Bajaj Finserv Small Cap Fund(G)-Direct Plan

+0.00%
H

HDFC Innovation Fund(G)-Direct Plan

+0.00%
K

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Active Momentum Fund(G)-Direct Plan

+0.00%
J

JioBlackRock Nifty Next 50 Index Fund(G)-Direct Plan

+0.00%
J

JioBlackRock Nifty Midcap 150 Index Fund(G)-Direct Plan

+0.00%

FAQs

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 19 Aug 2025. This fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar. It is a Not Specified type of fund.

The current NAV of Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan is ₹11.20 (as of 28 Aug 2026).

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan has delivered 15.93% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan is ₹100.

The expense ratio of Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan is 0.35%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down