Mumbai, May 29, 2026: Kotak Mahindra Asset Management Company (KMAMC) has announced the launch of the Kotak Nifty Alpha Low-Volatility 30 Index Fund, an open-ended index scheme designed to replicate and track the performance of the Nifty Alpha Low-Volatility 30 Index. The New Fund Offer (NFO) opened for subscription on May 29, 2026, and will remain open until June 12, 2026.
The fund seeks to provide investors with exposure to a portfolio of 30 stocks selected through a combination of two key investment factors—Alpha and Low Volatility. While the Alpha factor aims to identify stocks with the potential to outperform the broader market, the Low-Volatility factor focuses on companies that demonstrate relatively stable price movements. By combining these factors, the index aims to strike a balance between growth potential and risk management.
The Nifty Alpha Low-Volatility 30 Index follows a transparent, rules-based methodology and undergoes periodic rebalancing to maintain its intended investment strategy.
Commenting on the launch, Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company Ltd., said, “At Kotak Mutual Fund, we remain committed to developing investment solutions aligned with the evolving needs of investors. The Kotak Nifty Alpha Low-Volatility 30 Index Fund offers a structured and transparent approach to equity investing by combining Alpha and Low-Volatility characteristics. Investors with a long-term investment horizon may consider this fund as part of their portfolio.”
Devender Singhal, Executive Vice President and Fund Manager, Kotak Mahindra Asset Management Company Ltd., highlighted the investment rationale behind the strategy. “The combination of Alpha and Low-Volatility factors helps identify stocks that can potentially outperform while exhibiting relatively stable performance across market cycles. Over the long term, this approach can help investors participate in market opportunities while managing volatility. The fund provides a simple and efficient way to access a diversified, factor-driven equity portfolio,” he said.
The launch comes amid growing investor interest in factor-based investing strategies that seek to enhance risk-adjusted returns through systematic stock selection frameworks.
Investors are advised to consult their financial advisors before making any investment decisions. For complete details, including the index methodology and long-term performance data, investors may refer to the fund presentation and scheme-related documents available on Kotak Mutual Fund’s website.
Mutual Fund investments are subject to market risks. Past performance may or may not be sustained in the future. Please read all scheme-related documents carefully before investing.
