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

21.54%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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

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

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