Kotak Nifty Alpha 50 ETF
Fund House: Kotak Mahindra Mutual Fund| Category: ETFs |
| Launch Date: 22-12-2021 |
| Asset Class: |
| Benchmark: NIFTY 50 TRI |
| TER: 0.3% As on (30-08-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 0.0 |
| Total Assets: 291.49 Cr As on 30-08-2024(Source:AMFI) |
| Turn over: 182.2% | Exit Load: Nil |
58.0168
0.05 (0.082%)
21.54%
Benchmark: 14.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
1 Years 11 Months
2 Years 5 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Nifty Alpha 50 ETF | 22-12-2021 | 66.12 | 38.37 | - | - | - |
| CPSE ETF | 05-03-2014 | 85.52 | 60.76 | 52.07 | 33.47 | - |
| Motilal Oswal BSE Enhanced Value ETF | 22-08-2022 | 66.92 | 57.57 | - | - | - |
| Aditya Birla Sunlife Nifty Next 50 ETF | 01-12-2018 | 63.79 | 30.86 | 21.03 | 24.26 | - |
| ICICI Prudential Nifty Next 50 ETF | 05-08-2018 | 63.69 | 30.84 | 21.0 | 24.19 | - |
| UTI Nifty Next 50 Exchange Traded Fund | 05-07-2017 | 63.68 | 30.86 | 21.02 | 24.29 | - |
| SBI Nifty Next 50 ETF | 05-03-2015 | 63.66 | 30.84 | 20.96 | 24.14 | - |
| Mirae Asset Nifty Next 50 ETF (MANxt50ETF) | 05-01-2020 | 63.6 | 30.65 | 20.92 | - | - |
| HDFC NIFTY NEXT 50 ETF - Growth Option | 05-08-2022 | 63.56 | 30.66 | - | - | - |
| Motilal Oswal Nifty 200 Momentum 30 ETF | 01-02-2022 | 59.12 | 36.07 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.67%
Large Cap
36.46%
Mid Cap
50.76%
Scheme Documents
There are no scheme documents available
