76
Index — Small CapBuy
Kotak Nifty Small Cap 50 Index
Kotak · Direct–Growth · rank #2 of 18 by Smart Score
Data updated
Trailing returns
1 Year
18.1%
+8.3% vs index
3 Years
19.9%
+4.7% vs index
5 Years
—
Since launch
27.8%
Year-by-year performance
2024
+24.9%-1.5% vs index
2025
-3.5%+2.1% vs index
2026
+16.5%+5.5% vs index
Why this score
Kotak Nifty Small Cap 50 Index scores 76/100 — #2 of 18 Index — Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return19.94% · 95th percentile in category
Sharpe ratio0.66 · 93rd percentile in category
Alpha1.65 · 96th percentile in category
Sortino ratio0.89 · 93rd percentile in category
Volatility20.46 · 18th percentile in category
Expense ratio0.33% · 76th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd4.3%
2.Karur Vysya Bank Ltd4.03%
3.Navin Fluorine International Ltd3.47%
4.Delhivery Ltd3.37%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ3.09%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.