Kotak Nifty Next 50 Index vs Axis Nifty Next 50 Index
Data updated · direct-growth plans · not investment advice
Kotak Nifty Next 50 Index currently edges it with a Smart Score of 84/100 vs 79/100. Kotak Nifty Next 50 Index has the weaker risk-adjusted profile (Sortino 0.83 vs 0.84), 3-year returns of 17.9% vs 17.8%, and an expense ratio of 0.27% vs 0.23%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationKotak Nifty Next 50 Index and Axis Nifty Next 50 Index share 65.7% 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 | 9.3% | 9.3%BEST | ||
3Y return | 17.9%BEST | 17.8% | ||
5Y return | 12.1%BEST | — | ||
Since launch | 15.5%BEST | 13.3% | ||
| Vs category benchmark | ||||
1Y vs index | +11.8% | +11.8%BEST | ||
3Y vs index | +9.9%BEST | +9.8% | ||
5Y vs index | +4.4%BEST | — | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.62BEST | 0.62 | ||
Sortino ratio | 0.83 | 0.84BEST | ||
Std deviation | 18.39 | 18.23BEST | ||
Alpha | 8.35BEST | 7.52 | ||
Beta | 1.15 | 1.15 | ||
| Cost & size | ||||
Expense ratio | 0.27% | 0.23%BEST | ||
Fund size | ₹1.2k CrBEST | ₹528 Cr | ||
Portfolio P/E | 20.28BEST | 20.28 | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Satish Dondapati, Jeetu Valechha Sonar | Nandik Mallik, Rohit Gautam | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 03 Mar 2021 | 28 Jan 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak Nifty Next 50 Index better than Axis Nifty Next 50 Index?
Kotak Nifty Next 50 Index currently edges it with a Smart Score of 84/100 vs 79/100. Kotak Nifty Next 50 Index has the weaker risk-adjusted profile (Sortino 0.83 vs 0.84), 3-year returns of 17.9% vs 17.8%, and an expense ratio of 0.27% vs 0.23%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — Kotak Nifty Next 50 Index or Axis Nifty Next 50 Index?
Axis Nifty Next 50 Index has the lower expense ratio: 0.23% vs 0.27% (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 Next 50 Index leads with 0.84 vs 0.83. Sharpe ratios: Kotak Nifty Next 50 Index 0.62, Axis Nifty Next 50 Index 0.62.