36
Index — Large CapAvoid
Kotak Nifty 50 Equal Weight Index
Kotak · Direct–Growth · rank #58 of 82 by Smart Score
Data updated
Trailing returns
1 Year
3.5%
+6.0% vs index
3 Years
—
5 Years
—
Since launch
6.8%
Year-by-year performance
2025
+13.4%+1.7% vs index
2026
-1.6%+6.2% vs index
Why this score
Kotak Nifty 50 Equal Weight Index scores 36/100 — #58 of 82 Index — Large Cap fund (Avoid). It stands out for alpha — beating 70% of peers on alpha. The main drag is its expense ratio (better than only 13% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Expense ratio0.50% · 13th percentile in category
Sharpe ratio0.02 · 29th percentile in category
Fund size63.10 Cr · 26th percentile in category
Sortino ratio0.04 · 29th percentile in category
Alpha4.16 · 70th percentile in category
Volatility13.63 · 37th percentile in category
Top holdings
1.HCL Technologies Ltd2.35%
2.Zomato Ltd2.3%
3.Bajaj Auto Ltd2.3%
4.Bajaj Finance Ltd2.24%
5.Bajaj Finserv Ltd2.22%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.