KOKotak MFDirect · IDCW

Kotak Nifty Alpha Low-Volatility 30 Index Fund - IDCW - Direct Plan

Index Funds - OtherIndex Funds - OtherBenchmark: NIFTY Alpha Low-Volatility 30 - TRI
NAV · 15 Sep 2026₹9.84-1.88%
AUM₹7 Crfrom this fund's primary plan
Expense Ratio1.95%
CAGR
Exit LoadNIL
Min SIP₹500from this fund's primary plan
Launched2026

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.

Fund Mandate

Debt & Money Market instruments0%–5%
Equity & Equity related Securities covered by Nifty Alpha Low-Volatility 30 Index95%–100%
Fund Managers
SD
Satish Dondapati
Fund Manager
Key Information
1.95%
₹500from this fund's primary plan
₹1,000
NIL
Nil
Inception17 Jun 2026
AMCKotak MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-1.88%
1 Week-2.93%
1 Month-5.91%
-1.58%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.95%
NIL
Nil
₹500from this fund's primary plan
₹1,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme