75
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
5.2%
+3.8% vs index
3 Years
22.8%
+4.9% vs index
5 Years
—
Since launch
27.5%
Year-by-year performance
2024
+24.9%-1.5% vs index
2025
-3.5%+2.1% vs index
2026
+12.1%+3.6% vs index
Why this score
Kotak Nifty Small Cap 50 Index scores 75/100 — #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 return22.83% · 95th percentile in category
Sharpe ratio0.80 · 93rd percentile in category
Alpha1.55 · 96th percentile in category
Sortino ratio1.08 · 93rd percentile in category
Volatility20.50 · 18th percentile in category
1Y return5.20% · 83rd percentile in category