What is Kotak Nifty Alpha Low-Volatility 30 Index Fund?
Kotak Nifty Alpha Low-Volatility 30 Index Fund is an open-ended scheme replicating/tracking the Nifty Alpha LowVolatility 30 Index.
Investment objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Understanding Alpha and Low Volatility
Source: KMAMC Internal | The above mentioned is for understanding purposes
(source: kotakmf.com)
How Does Nifty Alpha Low-Volatility 30 Index Select Stocks?
Above image for illustration purpose only. Source: NSE, www.niftyindices.com , Data as on 30th April 2026. For detailed index methodology kindly visit www.niftyindices.com .The above data is used to explain the concept and should not be used for development or implementation of an investment strategy. As per latest available data.
Nifty Alpha Low-Volatility 30 TRI Has Outperformed Broad Based Indices
The dual-factor index has delivered competitive returns
Source: MFI, Data as on 30th Apr’26. Returns <1 year is Absolute & Returns>= 1 year is Compounded Annualized Growth Rate (“CAGR”) Past performance may or may not be sustained in the future. The performance of the index shown does not in any manner indicate the performance of the Scheme.| Kotak Mahindra Asset Management Company Limited (KMAMC) is not guaranteeing or promising any returns/futuristic returns. Inception Date of Nifty Alpha Low-Volatility 30 TRI is 1st April 2005
Presenting Kotak Nifty Alpha Low-Volatility 30 Index Fund
Source: KMAMC Internal, For complete investment strategy please refer www.niftyindices.com and the Scheme Information Document (SID) at https://www.kotakmf.com/Information/forms-and-downloads
(source: kotakmf.com)
Scheme Features
| Name of the Scheme | Kotak Nifty Alpha Low-Volatility 30 Index Fund |
|---|---|
| Category of Scheme | Others – Index Funds |
| Investment Objective | The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors.However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. |
| Benchmark | Nifty Alpha Low-Volatility 30 Index (Total Return Index (TRI)) |
| Minimum Amountfor Application in theNFO of scheme | Rs. 1000/- and any amount thereafter |
| Fund Manager(s) | Mr. Satish Dondapati, Mr. Devender Singhal and Mr. Abhishek Bisen |
| Nfo Start Date | 29th May 2026 |
| Nfo End Date | 12th June 2026 |
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND NFO:
| Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Name | KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND |
| Objective of Scheme | An open-ended scheme replicating/tracking the Nifty Alpha Low-Volatility 30 Index |
| Scheme Type | Open Ended |
| Scheme Category | Other Scheme – Index Funds |
| New Fund Launch Date | 29 May 2026 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 12 Jun 2026 |
| Indicate Load Separately | |
| Minimum Subscription Amount | 1000 |
| For Further Details Please Visit Website | https://www.kotakmf.com |
