FundLens
40
Index — Factor / Smart BetaAvoid

Kotak Nifty 200 Quality 30 Index

Kotak · Direct–Growth · rank #37 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-1.8%
-4.5% vs index
3 Years
5 Years
Since launch
-1.0%

Year-by-year performance

last entry = YTD
2026
-4.5%

Why this score

Kotak Nifty 200 Quality 30 Index scores 40/100 — #37 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for expense ratio and volatility — beating 91% of peers on expense ratio. The main drag is its sharpe ratio (better than only 17% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Sharpe ratio-0.58 · 17th percentile in category
Expense ratio0.39% · 91st percentile in category
Fund size17.37 Cr · 8th percentile in category
Sortino ratio-0.76 · 19th percentile in category
Volatility13.09 · 70th percentile in category
1Y return-1.81% · 26th percentile in category

Top holdings

top 5 = 25% of portfolio
1.Tata Consultancy Services Ltd5.37%
2.Nestle India Ltd5.23%
3.Infosys Ltd5.12%
4.HCL Technologies Ltd4.68%
5.ITC Ltd4.64%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds