Edelweiss Nifty Next 50 Index vs Kotak Nifty Next 50 Index
Data updated · direct-growth plans · not investment advice
Edelweiss Nifty Next 50 Index currently edges it with a Smart Score of 84/100 vs 84/100. Edelweiss Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.72 vs 0.71), 3-year returns of 16.4% vs 16.4%, and an expense ratio of 0.20% vs 0.24%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationEdelweiss Nifty Next 50 Index and Kotak Nifty Next 50 Index share 65.5% 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 | -0.4%BEST | -0.6% | ||
3Y return | 16.4%BEST | 16.4% | ||
5Y return | — | 10.8%BEST | ||
Since launch | 12.8% | 13.9%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +7.7%BEST | +7.5% | ||
3Y vs index | +8.4%BEST | +8.4% | ||
5Y vs index | — | +4.3%BEST | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.54BEST | 0.53 | ||
Sortino ratio | 0.72BEST | 0.71 | ||
Std deviation | 18.51BEST | 18.56 | ||
Alpha | 7.11BEST | 6.86 | ||
Beta | 1.14 | 1.14 | ||
| Cost & size | ||||
Expense ratio | 0.20%BEST | 0.24% | ||
Fund size | ₹295 Cr | ₹1.3k CrBEST | ||
Portfolio P/E | 17.92BEST | 17.93 | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Bhavesh Jain | Satish Dondapati, Jeetu Valechha Sonar | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 01 Dec 2022 | 03 Mar 2021 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Edelweiss Nifty Next 50 Index better than Kotak Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index currently edges it with a Smart Score of 84/100 vs 84/100. Edelweiss Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.72 vs 0.71), 3-year returns of 16.4% vs 16.4%, and an expense ratio of 0.20% vs 0.24%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — Edelweiss Nifty Next 50 Index or Kotak Nifty Next 50 Index?
Edelweiss Nifty Next 50 Index has the lower expense ratio: 0.20% vs 0.24% (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), Edelweiss Nifty Next 50 Index leads with 0.72 vs 0.71. Sharpe ratios: Edelweiss Nifty Next 50 Index 0.54, Kotak Nifty Next 50 Index 0.53.