- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Nifty Alpha 50 ETF (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 57.694
NAV (Sep 13)
Fund Returns
Last 1Y | 67% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.4% |
6 Month CAGR | 37.6% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 0.3 |
Launched (0y ago) | 0.3 |
AUM in Crores | 291.5 |
ISIN | INF174KA1IA5 |
Lock-in | |
Benchmark | Nifty Alpha 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Nifty Alpha 50 ETF (G) | 51,83,034 | 44,50,422 | 67% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Kalyan Jewellers India Ltd.
3.9%Suzlon Energy Ltd.
3.8%Indian Railway Finance Corporation Ltd.
3.7%BSE Ltd.
3.6%Housing & Urban Development Corporation Ltd.
3.5%Allocation by Sector
Financial
19.55%Capital Goods
19.19%Services
11.72%Energy
11.28%Construction
10.96%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.799% | 14.354% | ||
14.065% | 8.139% | ||
- | 5.604% | ||
6.231% | 6.91% | ||
5.737% | 7.304% |
Kotak Nifty Alpha 50 ETF (G) Review
Kotak Nifty Alpha 50 ETF (G) is a Equity Equity fund and has delivered an annualised return of 21.406% over a period of 2 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Kotak Nifty Alpha 50 ETF (G) as of 9/13/2024 is ₹57.69 with the total AUM as of 9/16/2024 is ₹291.4919. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty Alpha 50 ETF (G) was launched on 2021-12-22. The category risk of the fund is null.
The minimum SIP amount for Kotak Nifty Alpha 50 ETF (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Nifty Alpha 50 ETF (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Alpha 50 Total Return Index.
Kotak Nifty Alpha 50 ETF (G) is rated as a null fund in Equity and delivered 66.991% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Nifty Alpha 50 ETF (G).
Frequently Asked Questions
What is Kotak Nifty Alpha 50 ETF (G)?
How to invest in Kotak Nifty Alpha 50 ETF (G)?
You can invest in Kotak Nifty Alpha 50 ETF (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Nifty Alpha 50 ETF (G)?
The minimum sip amount for Kotak Nifty Alpha 50 ETF (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Nifty Alpha 50 ETF (G) good to invest in?
As per Scripbox experts, Kotak Nifty Alpha 50 ETF (G) is a fund. You can investKotak Nifty Alpha 50 ETF (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Nifty Alpha 50 ETF (G)?
The expense ratio of the Kotak Nifty Alpha 50 ETF (G) is 0.3% for regular plan.