51
Index — Large CapHold
Kotak Nifty 50 Index
Kotak · Direct–Growth · rank #36 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-10.1%
+0.1% vs index
3 Years
6.2%
-0.1% vs index
5 Years
5.4%
-0.0% vs index
Since launch
8.2%
Year-by-year performance
2022
+5.5%+0.0% vs index
2023
+20.9%-0.1% vs index
2024
+9.7%-0.1% vs index
2025
+11.6%-0.1% vs index
2026
-11.6%+0.1% vs index
Why this score
Kotak Nifty 50 Index scores 51/100 — #36 of 82 Index — Large Cap fund (Hold). It stands out for expense ratio and volatility — beating 98% of peers on expense ratio. The main drag is its 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Expense ratio0.12% · 98th percentile in category
3Y return6.22% · 31st percentile in category
5Y return5.41% · 34th percentile in category
Volatility13.39 · 78th percentile in category
Fund size1116.19 Cr · 74th percentile in category
Alpha-1.18 · 33rd percentile in category
Top holdings
1.HDFC Bank Ltd10.39%
2.ICICI Bank Ltd9.06%
3.Reliance Industries Ltd7.59%
4.Bharti Airtel Ltd5.11%
5.Larsen & Toubro Ltd4.21%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.