84
Index — Large CapStrong Buy
Kotak Nifty Next 50 Index
Kotak · Direct–Growth · rank #1 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+9.9% vs index
3 Years
15.8%
+9.5% vs index
5 Years
10.0%
+4.6% vs index
Since launch
14.0%
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
-0.3%+11.4% vs index
Why this score
Kotak Nifty Next 50 Index scores 84/100 — the top-rated Index — Large Cap fund of 82 (Strong Buy). It stands out for 5y return and 3y return — beating 99% of peers on 5y return. The main drag is its volatility (better than only 14% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
5Y return10.02% · 99th percentile in category
3Y return15.78% · 97th percentile in category
Sharpe ratio0.50 · 94th percentile in category
Volatility18.54 · 14th percentile in category
Sortino ratio0.67 · 94th percentile in category
Alpha8.26 · 93rd percentile in category
Top holdings
1.Divi's Laboratories Ltd4.87%
2.TVS Motor Company Ltd3.97%
3.Hindustan Aeronautics Ltd3.65%
4.Tata Motors Ltd3.63%
5.Adani Power Ltd3.5%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.