39
Index — Large CapAvoid
Kotak Nifty 50 Equal Weight Index
Kotak · Direct–Growth · rank #52 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-6.0%
+4.9% vs index
3 Years
—
5 Years
—
Since launch
3.1%
Year-by-year performance
2025
+13.4%+1.7% vs index
2026
-6.9%+5.1% vs index
Why this score
Kotak Nifty 50 Equal Weight Index scores 39/100 — #52 of 82 Index — Large Cap fund (Avoid). It stands out for alpha and 1y return — beating 70% of peers on alpha. The main drag is its sharpe ratio (better than only 26% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.24 · 26th percentile in category
Sortino ratio-0.34 · 26th percentile in category
Expense ratio0.42% · 29th percentile in category
Fund size69.89 Cr · 27th percentile in category
Alpha3.23 · 70th percentile in category
1Y return-6.04% · 69th percentile in category
Top holdings
1.Kotak Mahindra Bank Ltd2.14%
2.Dr. Reddy's Laboratories Ltd2.13%
3.Adani Ports and Special Economic Zone Ltd2.09%
4.Interglobe Aviation Ltd2.09%
5.Axis Bank Ltd2.08%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.