Should I invest in Kotak Nifty Alpha 50 ETF?

We don't give personal investment advice. Kotak Nifty Alpha 50 ETF is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Kotak

Kotak Nifty Alpha 50 ETF

Latest NAV

₹49.8550

As of

3 Jun 2026

1,093 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.20%	+0.40%	-0.20	151 / 278	Q3
1W	-2.45%	-1.18%	-1.27	219 / 277	Q4
2W	+0.48%	+0.22%	+0.26	105 / 276	Q2
1M	+1.19%	+0.13%	+1.05	52 / 272	Q1
3M	+3.74%	-0.73%	+4.46	54 / 268	Q1
6M	-0.51%	-0.31%	-0.19	112 / 255	Q2
YTD	+2.87%	-2.50%	+5.37	45 / 258	Q1
1Y	+0.41%	+10.97%	-10.56	108 / 226	Q2
2Y	-3.67%	+6.94%	-10.62	171 / 179	Q4
3Y	+20.13%	+14.13%	+6.01	33 / 147	Q1
4Y	+14.54%	+13.79%	+0.75	37 / 116	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+8.85%	+11.30%	-2.44	147 / 278	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.87%	-2.52%	+5.39	45 / 257
2025	-11.53%	+16.95%	-28.48	190 / 192
2024	+32.03%	+15.68%	+16.34	9 / 155
2023	+42.27%	+24.57%	+17.71	14 / 133
2022	-16.57%	+3.53%	-20.10	94 / 104
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.75%

42 windows

min -27.5% · max 83.9%

57% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+17.49%

18 windows

min 5.2% · max 24.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

21.73%

3-year · annualised

Sharpe ratio

0.66

vs risk-free 6.5%

Sortino ratio

1.02

Downside-only deviation

Max drawdown

-31.46%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ETF

Scheme	Fund house	NAV	As of
SBI Nifty 200 Quality 30 ETF	SBI	₹216.2668	3 Jun 2026
ICICI Prudential Nifty 100 Low Volatility 30 ETF	ICICI Prudential	₹21.2497	3 Jun 2026
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF	Aditya Birla Sun Life	₹30.3656	3 Jun 2026
Motilal Oswal BSE Low Volatility ETF	Motilal Oswal	₹35.6946	3 Jun 2026
Mirae Asset BSE 200 Equal Weight ETF	Mirae Asset	₹13.2841	3 Jun 2026
Kotak Nifty 100 Equal Weight ETF	Kotak	₹33.8800	3 Jun 2026
DSP Nifty 50 Equal Weight ETF	DSP	₹333.9336	3 Jun 2026
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 ETF		₹10.1387	3 Jun 2026
Groww Nifty 500 Low Volatility 50 ETF	Groww	₹10.0977	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹49.8550
2 Jun 2026	₹49.6543
1 Jun 2026	₹49.5559
29 May 2026	₹50.5808
27 May 2026	₹51.2942
26 May 2026	₹50.9035
25 May 2026	₹50.6567
22 May 2026	₹49.9221
21 May 2026	₹49.8935
20 May 2026	₹49.8409

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Kotak Nifty Alpha 50 ETF is ₹49.8550. It's a ETF from Kotak, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Kotak Nifty Alpha 50 ETF has NAV history starting from 29 Dec 2021, a track record of about 4 years 5 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Kotak Nifty Alpha 50 ETF is managed by Kotak. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Nifty Alpha 50 ETF has delivered a absolute return of 0.41% — -10.56 pp behind the ETF category average of 10.97%. The fund ranks #108 of 226 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Kotak Nifty Alpha 50 ETF has delivered a CAGR of 20.13% — +6.01 pp ahead of the ETF category average of 14.13%. The fund ranks #33 of 147 in its category — the top (Q1) quartile.

Kotak Nifty Alpha 50 ETF doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Kotak Nifty Alpha 50 ETF exactly 3 years ago would be worth approximately ₹173,374 today — a multiplier of 1.73×, based on the 3-year CAGR of 20.13%. The category average over the same window would have grown ₹1 lakh to ₹148,644.

A ₹10,000 monthly SIP in Kotak Nifty Alpha 50 ETF over the last 3 years — total invested ₹360,000 — would be worth ₹400,008 today. That's an XIRR (money-weighted annualised return) of 6.96%.

Kotak Nifty Alpha 50 ETF doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹400,008 — XIRR 6.96%.

On a 3-year basis, Kotak Nifty Alpha 50 ETF ranks #33 out of 147 funds in the ETF category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.13%; this fund delivered 20.13%.

The worst peak-to-trough decline Kotak Nifty Alpha 50 ETF has experienced over the last 3-year window is 31.46% — its NAV fell from a high on 24 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Kotak Nifty Alpha 50 ETF averaged 17.49% (best 24.88%, worst 5.24%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.66 — reasonable risk-adjusted performance.

In calendar year 2025, Kotak Nifty Alpha 50 ETF returned -11.53% — lagging the ETF category average of 16.95% by 28.48 pp. It ranked #190 of 192 in its category that year.

Kotak Nifty Alpha 50 ETF doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Kotak Nifty Alpha 50 ETF is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.