Kotak Nifty Next 50 Index vs Edelweiss 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 83/100. Kotak Nifty Next 50 Index has the weaker risk-adjusted profile (Sortino 0.63 vs 0.64), 3-year returns of 15.3% vs 15.3%, and an expense ratio of 0.24% vs 0.20%. 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 Edelweiss 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 | -4.5% | -4.4%BEST | ||
3Y return | 15.3% | 15.3%BEST | ||
5Y return | 9.9%BEST | — | ||
Since launch | 13.1%BEST | 11.5% | ||
| Vs category benchmark | ||||
1Y vs index | +7.4% | +7.5%BEST | ||
3Y vs index | +8.8% | +8.9%BEST | ||
5Y vs index | +4.4%BEST | — | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.47 | 0.48BEST | ||
Sortino ratio | 0.63 | 0.64BEST | ||
Std deviation | 18.55 | 18.50BEST | ||
Alpha | 7.56 | 7.81BEST | ||
Beta | 1.14 | 1.14 | ||
| Cost & size | ||||
Expense ratio | 0.24% | 0.20%BEST | ||
Fund size | ₹1.3k CrBEST | ₹295 Cr | ||
Portfolio P/E | 17.93 | 17.92BEST | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Satish Dondapati, Jeetu Valechha Sonar | Bhavesh Jain | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 03 Mar 2021 | 01 Dec 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak Nifty Next 50 Index better than Edelweiss Nifty Next 50 Index?
Kotak Nifty Next 50 Index currently edges it with a Smart Score of 84/100 vs 83/100. Kotak Nifty Next 50 Index has the weaker risk-adjusted profile (Sortino 0.63 vs 0.64), 3-year returns of 15.3% vs 15.3%, and an expense ratio of 0.24% vs 0.20%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — Kotak Nifty Next 50 Index or Edelweiss 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 0.64 vs 0.63. Sharpe ratios: Kotak Nifty Next 50 Index 0.47, Edelweiss Nifty Next 50 Index 0.48.