Kotak Nifty 50 ETF

The Kotak Nifty 50 ETF, managed by Kotak Mahindra Asset Management Company Limited, aims to replicate the returns of the Nifty 50 TRI, offering a passive investment strategy.

This open-ended scheme employs a tracking approach to closely mirror Nifty 50 TRI returns, with a minimal tracking error of 0.02%, ensuring efficient performance alignment.

The fund's portfolio is heavily concentrated in the banking sector, comprising 30.6% of holdings, with top positions in HDFC Bank and ICICI Bank, reflecting a significant sectoral bias.

Over the past three years, the fund has delivered a CAGR of 14.2%, contrasting with a 1-year decline of 4.7%, indicating volatility amidst a strong long-term performance trend.

With an expense ratio of just 0.04% and an AUM of ₹3169.1 Cr, the fund remains accessible and cost-efficient, managed by experienced professionals, ensuring liquidity and investor confidence.