55
Index — Factor / Smart BetaHold
Kotak Nifty Alpha 50 Index
Kotak · Direct–Growth · rank #21 of 55 by Smart Score
Data updated
Trailing returns
1 Year
7.5%
+9.5% vs index
3 Years
—
5 Years
—
Since launch
8.4%
Year-by-year performance
2026
+11.5%+15.1% vs index
Why this score
Kotak Nifty Alpha 50 Index scores 55/100 — #21 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for alpha and sharpe ratio — beating 95% of peers on alpha. The main drag is its expense ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Alpha8.52 · 95th percentile in category
Expense ratio0.84% · 26th percentile in category
Sharpe ratio0.10 · 67th percentile in category
Volatility18.80 · 30th percentile in category
1Y return7.45% · 89th percentile in category
Fund size49.06 Cr · 26th percentile in category
Top holdings
1.Ather Energy Ltd.7.17%
2.Laurus Labs Ltd4.07%
3.Multi Commodity Exchange Of India Ltd3.88%
4.Ami Organics Ltd3.61%
5.National Aluminium Company Ltd3.52%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.