71
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
8.7%
+6.5% vs index
3 Years
16.1%
+4.2% vs index
5 Years
—
Since launch
24.7%
Year-by-year performance
2024
+24.9%-1.5% vs index
2025
-3.5%+2.1% vs index
2026
+10.0%+5.4% vs index
Why this score
Kotak Nifty Small Cap 50 Index scores 71/100 — #2 of 18 Index — Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 85% of peers on 3y return. The main drag is its volatility (better than only 11% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return16.14% · 85th percentile in category
Sharpe ratio0.47 · 86th percentile in category
Volatility20.46 · 11th percentile in category
Sortino ratio0.64 · 89th percentile in category
Alpha1.48 · 89th percentile in category
Expense ratio0.34% · 81st percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd4.42%
2.Welspun Corp Ltd4.21%
3.Karur Vysya Bank Ltd3.63%
4.Navin Fluorine International Ltd3.59%
5.Ather Energy Ltd.3.35%
49 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.