51
Index — Factor / Smart BetaHold
Kotak Nifty Alpha 50 Index
Kotak · Direct–Growth · rank #33 of 57 by Smart Score
Data updated
Trailing returns
1 Year
3.1%
+8.9% vs index
3 Years
—
5 Years
—
Since launch
2.7%
Year-by-year performance
2026
+5.5%+12.4% vs index
Why this score
Kotak Nifty Alpha 50 Index scores 51/100 — #33 of 57 Index — Factor / Smart Beta fund (Hold). It stands out for alpha and 1y return — beating 95% of peers on alpha. The main drag is its expense ratio (better than only 21% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Alpha6.38 · 95th percentile in category
Expense ratio0.79% · 21st percentile in category
Volatility18.75 · 29th percentile in category
1Y return3.10% · 89th percentile in category
Fund size55.07 Cr · 34th percentile in category
Sharpe ratio-0.20 · 55th percentile in category
Top holdings
1.Cupid Ltd8.51%
2.Sterlite Technologies Ltd5.25%
3.MTAR Technologies Ltd4.82%
4.TD Power Systems Ltd4.17%
5.Ather Energy Ltd.3.84%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.