42
Index — Factor / Smart BetaAvoid
Kotak Nifty 200 Quality 30 Index
Kotak · Direct–Growth · rank #38 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-7.6%
-1.8% vs index
3 Years
—
5 Years
—
Since launch
-4.7%
Year-by-year performance
2026
-9.1%-2.1% vs index
Why this score
Kotak Nifty 200 Quality 30 Index scores 42/100 — #38 of 57 Index — Factor / Smart Beta fund (Avoid). It stands out for expense ratio and volatility — beating 92% of peers on expense ratio. The main drag is its sharpe ratio (better than only 11% 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-0.84 · 11th percentile in category
Expense ratio0.35% · 92nd percentile in category
Fund size16.36 Cr · 10th percentile in category
Sortino ratio-1.11 · 14th percentile in category
Volatility13.33 · 71st percentile in category
1Y return-7.62% · 51st percentile in category
Top holdings
1.Tata Consultancy Services Ltd5.08%
2.Nestle India Ltd4.95%
3.Infosys Ltd4.92%
4.Bharat Electronics Ltd4.9%
5.ITC Ltd4.73%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.