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Kotak Nifty Alpha 50 ETF

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Category: ETFs
Launch Date: 22-12-2021
Asset Class:
Benchmark: NIFTY 50 TRI
Expense Ratio: 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)
Turn over: 182.2
NAV as on 18-09-2024

58.0168

0.05 (0.082%)

CAGR Since Inception

21.54%

NIFTY 50 TRI 14.42%

PERFORMANCE of Kotak Nifty Alpha 50 ETF

Scheme Performance (%) Data as on - 18-09-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Nifty Alpha 50 ETF 66.12 - - - 21.54
NIFTY 50 TRI 27.56 14.33 19.93 13.44 14.42
ETFs 31.78 15.03 18.87 11.8 18.39

Yearly Performance (%)

Nav Movement

Fund Managers

Abhishek Bisen, Devender Singhal, Satish Dondapati

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.

RETURNS CALCULATOR for Kotak Nifty Alpha 50 ETF

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Nifty Alpha 50 ETF

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Nifty Alpha 50 ETF 24.96 - -
ETFs - - - - - -

PEER COMPARISION of Kotak Nifty Alpha 50 ETF

Compare SIP Compare Lumpsum
Period
Data as on - 18-09-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Nifty Alpha 50 ETF 22-12-2021 66.12 38.37 0.0 0.0 0.0
CPSE ETF 05-03-2014 85.52 60.76 52.07 33.47 0.0
Motilal Oswal BSE Enhanced Value ETF 22-08-2022 66.92 57.57 0.0 0.0 0.0
Aditya Birla Sunlife Nifty Next 50 ETF 01-12-2018 63.79 30.86 21.03 24.26 0.0
ICICI Prudential Nifty Next 50 ETF 05-08-2018 63.69 30.84 21.0 24.19 0.0
UTI Nifty Next 50 Exchange Traded Fund 05-07-2017 63.68 30.86 21.02 24.29 0.0
SBI Nifty Next 50 ETF 05-03-2015 63.66 30.84 20.96 24.14 0.0
Mirae Asset Nifty Next 50 ETF (MANxt50ETF) 05-01-2020 63.6 30.65 20.92 0.0 0.0
HDFC NIFTY NEXT 50 ETF - Growth Option 05-08-2022 63.56 30.66 0.0 0.0 0.0
Motilal Oswal Nifty 200 Momentum 30 ETF 01-02-2022 59.12 36.07 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Kotak Nifty Alpha 50 ETF

Asset Allocation (%)