← Kotak Mutual Fund

Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
50
Aug 2026
Equity Holdings
₹49.72 Cr
Equity only, excl. debt & cash
AAUM
₹32.12 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.3%
Diversified
Top 10 Weight
37.0%
Diversified
Changes
47
0 new · 0 exits
Top Sector
Banks
12.1% of portfolio
Launch Date
28 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹32.12 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Ather Energy Limited saw the biggest increase — now at 7.17% of the portfolio. Adani Energy Solutions Limited was trimmed the most, now at 2.28%. Ather Energy Limited remains the top holding with Banks the dominant sector at 12.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 12.1% 12.3% +0.2%
Finance 10.9% 11.1% +0.2%
Pharmaceuticals & Biotechnology 9.7% 9.6% -0.1%
Electrical Equipment 10.5% 9.4% -1.1%
Non - Ferrous Metals 9.2% 9.1% -0.2%
Capital Markets 8.9% 8.5% -0.4%
Automobiles 7.5% 8.2% +0.7%
Power 5.8% 5.8% -0.1%
Industrial Products 4.6% 4.3% -0.4%
Diversified Metals 3.2% 2.9% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 12.3% 12.1% -0.2%
Finance 11.1% 10.6% -0.4%
Automobiles 8.2% 9.8% +1.5%
Electrical Equipment 9.4% 9.7% +0.4%
Pharmaceuticals & Biotechnology 9.6% 9.6% +0.1%
Non - Ferrous Metals 9.1% 9.3% +0.2%
Capital Markets 8.5% 8.9% +0.4%
Power 5.8% 5.0% -0.8%
Industrial Products 4.3% 4.0% -0.3%
Diversified Metals 2.9% 3.0% +0.0%
Biggest Add
Ather Energy Limited
+1.63% · now 7.17%
Biggest Trim
Adani Energy Solutions Limited
-0.48% · now 2.28%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 21 Increased ↓ 26 Decreased
#StockSectorJul 2026Aug 2026Change
1
Ather Energy Limited
₹3.52 Cr
Automobiles 5.54% 7.17% +1.63%
2
Multi Commodity Exchange of India Limited
₹1.90 Cr
Capital Markets 3.21% 3.88% +0.67%
3
Apar Industries Limited
₹1.06 Cr
Electrical Equipment 1.83% 2.16% +0.33%
4
One 97 Communications Limited
₹90.39 L
Financial Technology (Fintech) 1.52% 1.84% +0.32%
5
Navin Fluorine International Limited
₹1.10 Cr
Chemicals & Petrochemicals 2.04% 2.24% +0.20%
6
Steel Authority of India Limited
₹1.04 Cr
Ferrous Metals 1.92% 2.12% +0.20%
7
Vodafone Idea Limited
₹1.43 Cr
Telecom - Services 2.76% 2.91% +0.15%
8
National Aluminium Company Limited
₹1.73 Cr
Non - Ferrous Metals 3.38% 3.52% +0.14%
9
Glenmark Pharmaceuticals Limited
₹95.60 L
Pharmaceuticals & Biotechnology 1.83% 1.95% +0.12%
10
Bharat Heavy Electricals Limited
₹1.07 Cr
Electrical Equipment 2.10% 2.19% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Adani Energy Solutions Limited
₹1.12 Cr
Power 2.76% 2.28% -0.48%
2
Adani Power Limited
₹1.32 Cr
Power 3.00% 2.69% -0.31%
3
Cummins India Limited
₹1.04 Cr
Industrial Products 2.39% 2.11% -0.28%
4
BSE Limited
₹82.28 L
Capital Markets 1.95% 1.68% -0.27%
5
Manappuram Finance Limited
₹72.65 L
Finance 1.69% 1.48% -0.21%
6
Bharat Forge Limited
₹95.67 L
Auto Components 2.13% 1.95% -0.18%
7
Muthoot Finance Limited
₹82.14 L
Finance 1.83% 1.67% -0.16%
8
Acutaas Chemicals Ltd
₹1.77 Cr
Pharmaceuticals & Biotechnology 3.71% 3.61% -0.10%
9
The Federal Bank Limited
₹76.69 L
Banks 1.66% 1.56% -0.10%
10
Delhivery Limited
₹46.98 L
Transport Services 1.06% 0.96% -0.10%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹3.52 Cr
Automobiles
7.17%
2
₹1.99 Cr
Pharmaceuticals & Biotechnology
4.07%
3
₹1.90 Cr
Capital Markets
3.88%
4
₹1.77 Cr
Pharmaceuticals & Biotechnology
3.61%
5
₹1.73 Cr
Non - Ferrous Metals
3.52%
6
₹1.67 Cr
Non - Ferrous Metals
3.40%
7
₹1.45 Cr
Diversified Metals
2.95%
8
₹1.43 Cr
Telecom - Services
2.91%
9
₹1.37 Cr
Electrical Equipment
2.79%
10
₹1.32 Cr
Power
2.69%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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