Kotak NFO Combines Alpha + Low Volatility : Worth Investing?

Kotak NFO Combines Alpha + Low Volatility : Worth Investing?

Kotak Nifty Alpha Low-Volatility 30 Index Fund NFO 2026

Kotak Nifty Alpha Low-Volatility 30 Index Fund

An open-ended index fund designed to replicate the Nifty Alpha Low-Volatility 30 Index and provide returns subject to tracking error.

Fund DetailValue
NFO Opens29 May 2026
NFO Closes12 June 2026
BenchmarkNifty Alpha Low-Volatility 30 Index
Minimum Investment₹1,000
Additional Investment₹500

Investment Strategy

The fund seeks to track companies selected on alpha generation and lower volatility characteristics.

Who Should Invest

  • Passive investors
  • Long-term wealth creators
  • SIP investors
  • Index fund enthusiasts

Who Should Avoid

  • Short-term traders
  • Guaranteed return seekers
  • Very low risk investors

Top 10 Holdings

CompanyWeight
Bharat Electronics4.8%
Trent4.5%
CG Power4.2%
Power Finance Corp4.0%
REC3.9%
BHEL3.8%
Oracle Financial3.7%
Persistent Systems3.6%
ABB India3.5%
Cummins India3.4%
Kotak Nifty Alpha Low-Volatility 30 Index Fund benchmark portfolio as of March 2026

Source: Benchmark constituents representation as of March 31, 2026.

Performance Comparison

PeriodNifty Alpha Low-Volatility 30Nifty 50
1 Year24.2%18.9%
3 Year CAGR20.1%15.1%
5 Year CAGR22.5%17.5%
10 Year CAGR18.2%13.8%

Advanced SIP Calculator for Kotak Nifty Alpha Low-Volatility 30 Index Fund

Calculate your potential wealth creation through Systematic Investment Plans (SIP), annual SIP step-up, and understand the financial impact of delaying your investments.

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₹5,000
15 Years
10%
0 Years

Total Wealth Created

₹0

Total Investment

₹0

Total Gain

₹0

Cost of Delay

₹0

This calculator uses a fixed illustrative return assumption of 12% per annum solely for educational purposes. Actual fund returns may differ and are not guaranteed.

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Invest SIP Online

FAQs

What is Kotak Nifty Alpha Low-Volatility 30 Index Fund?

An index fund tracking Nifty Alpha Low-Volatility 30 Index.

Who should invest in Kotak Nifty Alpha Low-Volatility 30 Index Fund?

Long-term passive investors.

How does Kotak Nifty Alpha Low-Volatility 30 Index Fund work?

It replicates the benchmark index portfolio.

Is Kotak Nifty Alpha Low-Volatility 30 Index Fund suitable for SIP?

Yes for disciplined investing.

What is the benchmark of Kotak Nifty Alpha Low-Volatility 30 Index Fund?

Nifty Alpha Low-Volatility 30 Index.

Risk Disclosure

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

ARN-48012 | AMFI Registered Mutual Fund Distributor.

📅 Last Updated on: June 4, 2026

  • Sushil Bajaj
  • June 4, 2026

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