84
Index — Large CapStrong Buy
Kotak Nifty Next 50 Index
Kotak · Direct–Growth · rank #1 of 81 by Smart Score
Data updated
Trailing returns
1 Year
7.0%
+9.7% vs index
3 Years
18.6%
+10.6% vs index
5 Years
14.2%
+4.0% vs index
Since launch
15.8%
Year-by-year performance
2022
+1.2%-4.3% vs index
2023
+26.7%+5.7% vs index
2024
+28.1%+18.3% vs index
2025
+2.5%-9.2% vs index
2026
+5.3%+12.2% vs index
Why this score
Kotak Nifty Next 50 Index scores 84/100 — the top-rated Index — Large Cap fund of 81 (Strong Buy). It stands out for 3y return and 5y return — beating 99% of peers on 3y return. The main drag is its volatility (better than only 16% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return18.64% · 99th percentile in category
5Y return14.18% · 95th percentile in category
Sharpe ratio0.66 · 94th percentile in category
Alpha9.01 · 93rd percentile in category
Volatility18.43 · 16th percentile in category
Sortino ratio0.88 · 92nd percentile in category