47
Index — Large CapHold
Kotak Nifty 50 Index
Kotak · Direct–Growth · rank #44 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-2.4%
+0.1% vs index
3 Years
7.9%
-0.1% vs index
5 Years
7.6%
-0.1% vs index
Since launch
9.3%
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
-7.7%+0.1% vs index
Why this score
Kotak Nifty 50 Index scores 47/100 — #44 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 24% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return7.92% · 24th percentile in category
5Y return7.61% · 25th percentile in category
Expense ratio0.14% · 98th percentile in category
Volatility13.17 · 80th percentile in category
Fund size1153.08 Cr · 73rd percentile in category
Alpha-1.20 · 36th percentile in category
Top holdings
1.HDFC Bank Ltd10.23%
2.ICICI Bank Ltd9.18%
3.Reliance Industries Ltd7.89%
4.Bharti Airtel Ltd5.36%
5.Larsen & Toubro Ltd4.12%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.