47
Index — Large CapHold
Kotak Nifty 50 Index
Kotak · Direct–Growth · rank #42 of 81 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
+0.1% vs index
3 Years
8.0%
-0.1% vs index
5 Years
10.1%
-0.1% vs index
Since launch
9.7%
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
-6.8%+0.0% vs index
Why this score
Kotak Nifty 50 Index scores 47/100 — #42 of 81 Index — Large Cap fund (Hold). It stands out for expense ratio and volatility — beating 94% of peers on expense ratio. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return7.97% · 25th percentile in category
5Y return10.07% · 26th percentile in category
Expense ratio0.15% · 94th percentile in category
Volatility13.16 · 82nd percentile in category
Fund size1143.47 Cr · 73rd percentile in category
Sharpe ratio0.11 · 38th percentile in category