Index — Large CapAvoid

Kotak Nifty 50 Equal Weight Index

Kotak · Direct–Growth · rank #55 of 81 by Smart Score

Data updated 23 Jul 2026

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Trailing returns

vs Nifty 50 (index-fund proxy)

1 Year

4.7%

+8.1% vs index

3 Years

—

5 Years

—

Since launch

7.7%

Year-by-year performance

last entry = YTD

2025

+13.4%+1.7% vs index

2026

-1.2%+6.4% vs index

Why this score

Kotak Nifty 50 Equal Weight Index scores 36/100 — #55 of 81 Index — Large Cap fund (Avoid). It stands out for alpha — beating 73% of peers on alpha. The main drag is its expense ratio (better than only 11% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Expense ratio0.51% · 11th percentile in category

Sharpe ratio0.08 · 30th percentile in category

Fund size60.97 Cr · 25th percentile in category

Alpha4.64 · 73rd percentile in category

Volatility13.97 · 33rd percentile in category

Sortino ratio0.12 · 32nd percentile in category

Other Index — Large Cap funds

Kotak Nifty Next 50 Index

3Y 18.4%

Edelweiss Nifty Next 50 Index

3Y 18.3%

Axis Nifty Next 50 Index

3Y 18.3%

UTI Nifty Next 50 Index

3Y 18.3%

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