Kotak Nifty Alpha Low-Volatility 30 Index Fund NFO

May 28, 2026

RA Jainee

Kotak Nifty Alpha Low-Volatility 30 Index Fund – Direct | Growth

📌 Fund Snapshot & Key Details (Master Table)

Particulars	Details
Fund House	Kotak Mahindra Mutual Fund
Scheme Type	Open-ended
Category	Equity: Large & MidCap
Benchmark	Nifty Alpha Low Volatility 30 TRI
NFO Opens	29 May 2026
NFO Closes	12 June 2026
Plan / Option	Growth, IDCW
Minimum Investment (Rs.)	1000
Exit Load	0
Lock-in Period	NA
Riskometer	Very High
Registrar	Computer Age Management Services Ltd. (CAMS)

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⏱️ Last Updated: 28 May 2026, 10.00 AM

📊 Benchmark Trend & Behaviour – Nifty Alpha Low Volatility 30 TRI

Nifty Alpha Low-Volatility 30 Index is designed to reflect the performance of a portfolio of stocks selected based on top combination of Alpha and Low Volatility. It intends to counter the cyclicality of single factor index strategy and provides investors a choice to take exposure to multiple factors through a single index product. The Index consists of 30 stocks selected from Nifty 100 and Nifty Midcap 50.

The weight of the stocks are derived from Alpha and Low Volatility factor scores with individual stock weight capped at 5%.

The index can be used for a variety of purposes such as benchmarking, creation of index funds, ETFs and structured products.

Benchmark Performance Snapshot

Index Returns (%) #	QTD	YTD	1 Year	5 Years	Since Inception
Price Return	7.30	-5.05	-1.98	12.47	16.64
Total Return	7.30	-4.97	-1.13	13.66	18.16

Statistics ##	1 Year	5 Years	Since Inception
Std. Deviation *	13.03	13.29	17.30
Beta (NIFTY 50)	0.91	0.84	0.74
Correlation (NIFTY 50)	0.93	0.87	0.89

Fundamentals

P/E	P/B	Dividend Yield
30.40	4.56	0.74

Benchmark Portfolio Characteristics

Methodology	Factor Weighted
No. of Constituents	30
Launch Date	July 10, 2017
Base Date	April 01, 2005
Base Value	1000
Calculation Frequency	Real-Time
Index Rebalancing	Semi-Annual

Sahifund Insight: X

🧠 Investment Strategy – Explained Simply

The scheme seeks 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 Manager & Past Performance – Kotak Nifty Alpha Low-Volatility 30 Index Fund

Fund Manager

Devender Singhal
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 — January 2009) ,Religare (February 2006 — June 2007), Karvy (July 2004 — January 2006), P N Vijay Financial Services Pvt Ltd(2001 — 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 — June 2000 ).

Satish Dondapati
Mr. Dondapati has done MBA Finance
Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.

Abhishek Bisen
Mr. Bisen is a BA and MBA in Finance.
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

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⚠️ Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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