Axis Nifty Small Cap 50 Index vs Kotak Nifty Small Cap 50 Index
Data updated · direct-growth plans · not investment advice
Axis Nifty Small Cap 50 Index currently edges it with a Smart Score of 73/100 vs 71/100. Axis Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.64 vs 0.64), 3-year returns of 16.1% vs 16.1%, and an expense ratio of 0.34% vs 0.34%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationAxis Nifty Small Cap 50 Index and Kotak Nifty Small Cap 50 Index share 65.4% 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 | 9.2%BEST | 8.7% | ||
3Y return | 16.1% | 16.1%BEST | ||
5Y return | — | — | ||
Since launch | 16.6% | 24.7%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +6.9%BEST | +6.5% | ||
3Y vs index | +4.2% | +4.2%BEST | ||
5Y vs index | — | — | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.47BEST | 0.47 | ||
Sortino ratio | 0.64BEST | 0.64 | ||
Std deviation | 20.29BEST | 20.46 | ||
Alpha | 0.74 | 1.48BEST | ||
Beta | 1.04 | 1.04 | ||
| Cost & size | ||||
Expense ratio | 0.34% | 0.34%BEST | ||
Fund size | ₹779 CrBEST | ₹260 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 | 10 Mar 2022 | 10 Apr 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Axis Nifty Small Cap 50 Index better than Kotak Nifty Small Cap 50 Index?
Axis Nifty Small Cap 50 Index currently edges it with a Smart Score of 73/100 vs 71/100. Axis Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.64 vs 0.64), 3-year returns of 16.1% vs 16.1%, and an expense ratio of 0.34% vs 0.34%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Which is cheaper — Axis Nifty Small Cap 50 Index or Kotak Nifty Small Cap 50 Index?
Kotak Nifty Small Cap 50 Index has the lower expense ratio: 0.34% vs 0.34% (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), Axis Nifty Small Cap 50 Index leads with 0.64 vs 0.64. Sharpe ratios: Axis Nifty Small Cap 50 Index 0.47, Kotak Nifty Small Cap 50 Index 0.47.