ABSL Nifty Small Cap 50 Index vs Kotak Nifty Small Cap 50 Index
Data updated · direct-growth plans · not investment advice
ABSL Nifty Small Cap 50 Index currently edges it with a Smart Score of 68/100 vs 64/100. ABSL Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.66 vs 0.65), 3-year returns of 16.9% vs 16.8%, and an expense ratio of 0.66% vs 0.48%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationABSL Nifty Small Cap 50 Index and Kotak Nifty Small Cap 50 Index share 63.5% of their portfolios — owning both is closer to doubling one bet than diversifying.
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 12.9%BEST | 12.7% | ||
3Y return | 16.9%BEST | 16.8% | ||
5Y return | 13.0%BEST | — | ||
Since launch | 17.0% | 26.0%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +7.6%BEST | +7.4% | ||
3Y vs index | +3.9%BEST | +3.9% | ||
5Y vs index | -0.2%BEST | — | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.49BEST | 0.48 | ||
Sortino ratio | 0.66BEST | 0.65 | ||
Std deviation | 20.54BEST | 20.55 | ||
Alpha | 1.32BEST | 1.23 | ||
Beta | 1.04 | 1.04 | ||
| Cost & size | ||||
Expense ratio | 0.66% | 0.48%BEST | ||
Fund size | ₹325 CrBEST | ₹256 Cr | ||
Portfolio P/E | — | — | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | NIFTY Smallcap 50 TRI | NIFTY Smallcap 50 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 01 Apr 2021 | 10 Apr 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is ABSL Nifty Small Cap 50 Index better than Kotak Nifty Small Cap 50 Index?
ABSL Nifty Small Cap 50 Index currently edges it with a Smart Score of 68/100 vs 64/100. ABSL Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.66 vs 0.65), 3-year returns of 16.9% vs 16.8%, and an expense ratio of 0.66% vs 0.48%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Which is cheaper — ABSL Nifty Small Cap 50 Index or Kotak Nifty Small Cap 50 Index?
Kotak Nifty Small Cap 50 Index has the lower expense ratio: 0.48% vs 0.66% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), ABSL Nifty Small Cap 50 Index leads with 0.66 vs 0.65. Sharpe ratios: ABSL Nifty Small Cap 50 Index 0.49, Kotak Nifty Small Cap 50 Index 0.48.