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Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth
TopFund Score: 10/100 · Weak
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.946%
- AUM (15%)₹7 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Kotak Mahindra Mutual Fund · Equity · Large & MidCap
₹10.25
AUM: ₹7 Cr
NAV updated 24 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.946%
Exit Load
Nil
Fund Manager
Abhishek Bisen
Inception
Jun 2026
Benchmark
Nifty Alpha Low Volatility 30 Total Return Index
Sharpe Ratio
0.48
Std Dev (1Y)
8.15%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.22%
3m
—
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+2.03%
TopFund's Take on Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth
Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth lags behind most of its peers in the Large & MidCap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 10/100.
Cost: At 1.946%, the expense ratio runs 119% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.48 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 8.15% is on the lower side for a Large & MidCap fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth
The current NAV (Net Asset Value) of Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth is ₹10.25. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth is 1.946% per annum. This is the annual fee charged by the fund to manage your investment.
Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth is managed by Abhishek Bisen at Kotak Mahindra Mutual Fund.
Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct- Growth is ₹7 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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