FundLens
74
Index — Small CapBuy

Kotak Nifty Small Cap 50 Index

Kotak · Direct–Growth · rank #2 / 18 Smart Score ke hisaab se

Data updated

Kotak Nifty Small Cap 50 Index ka score 74/100 hai — 18 mein #2 Index — Small Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 95th percentile) aur Sharpe ratio (category mein 93th percentile). Kamzori: utaar-chadhaav (category mein 18th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
2.7%
+3.6% index ke muqable
3 saal
21.6%
+4.7% index ke muqable
5 saal
Launch se
26.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2024
24.9%
2025
-3.5%
2026
8.9%

Risk metrics

Sharpe ratio
0.74
↑ jitna zyada, utna accha
Sortino ratio
0.99
↑ jitna zyada, utna accha
Std deviation
20.52
↓ jitna kam, utna accha
Alpha
1.51
↑ jitna zyada, utna accha
Beta
1.04
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.