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
9.3%
+11.8% vs index
3 Years
17.9%
+9.9% vs index
5 Years
12.1%
+4.4% vs index
Since launch
15.5%
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
+5.8%+13.6% 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 3y return and 5y return — beating 99% of peers on 3y 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.
3Y return17.87% · 99th percentile in category
5Y return12.11% · 99th percentile in category
Sharpe ratio0.62 · 94th percentile in category
Volatility18.39 · 14th percentile in category
Sortino ratio0.83 · 93rd percentile in category
Alpha8.35 · 91st percentile in category
Top holdings
1.Divi's Laboratories Ltd4.03%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.59%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.45%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.