51
Index — Factor / Smart BetaHold
Kotak Nifty Alpha 50 Index
Kotak · Direct–Growth · rank #31 of 55 by Smart Score
Data updated
Trailing returns
1 Year
11.3%
+8.6% vs index
3 Years
—
5 Years
—
Since launch
9.1%
Year-by-year performance
2026
+11.9%+13.8% vs index
Why this score
Kotak Nifty Alpha 50 Index scores 51/100 — #31 of 55 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 25% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Alpha6.95 · 95th percentile in category
Expense ratio0.96% · 25th percentile in category
Fund size39.83 Cr · 25th percentile in category
Volatility18.70 · 30th percentile in category
1Y return11.28% · 86th percentile in category
Sharpe ratio0.14 · 59th percentile in category
Top holdings
1.Ather Energy Ltd.5.54%
2.Laurus Labs Ltd4.03%
3.Ami Organics Ltd3.71%
4.National Aluminium Company Ltd3.38%
5.Hindustan Copper Ltd3.33%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.