Kotak Nifty Next 50 Index vs UTI 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 83/100 vs 78/100. Kotak Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.98 vs 0.98), 3-year returns of 19.4% vs 19.4%, and an expense ratio of 0.27% vs 0.44%. 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 UTI Nifty Next 50 Index share 59.4% 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 | 13.7%BEST | 13.6% | ||
3Y return | 19.4%BEST | 19.4% | ||
5Y return | 14.4%BEST | 14.2% | ||
Since launch | 16.3%BEST | 13.3% | ||
| Vs category benchmark | ||||
1Y vs index | +12.9%BEST | +12.9% | ||
3Y vs index | +10.4%BEST | +10.4% | ||
5Y vs index | +5.0%BEST | +4.8% | ||
Benchmark used | Nifty 50 | Nifty 50 | ||
| Risk | ||||
Sharpe ratio | 0.73BEST | 0.73 | ||
Sortino ratio | 0.98BEST | 0.98 | ||
Std deviation | 18.44BEST | 18.46 | ||
Alpha | 9.19BEST | 9.17 | ||
Beta | 1.16 | 1.16 | ||
| Cost & size | ||||
Expense ratio | 0.27%BEST | 0.44% | ||
Fund size | ₹1.2k Cr | ₹7.4k CrBEST | ||
Portfolio P/E | 20.28BEST | 20.28 | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Satish Dondapati, Jeetu Valechha Sonar | Sharwan Kumar Goyal, Ayush Jain | ||
Benchmark | Nifty Next 50 TRI | Nifty Next 50 TRI | ||
Riskometer | Moderately High | Moderately High | ||
Start date | 03 Mar 2021 | 22 Jun 2018 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak Nifty Next 50 Index better than UTI Nifty Next 50 Index?
Kotak Nifty Next 50 Index currently edges it with a Smart Score of 83/100 vs 78/100. Kotak Nifty Next 50 Index has the stronger risk-adjusted profile (Sortino 0.98 vs 0.98), 3-year returns of 19.4% vs 19.4%, and an expense ratio of 0.27% vs 0.44%. Scores are relative to all Index — Large Cap peers and refresh with every data update.
Which is cheaper — Kotak Nifty Next 50 Index or UTI Nifty Next 50 Index?
Kotak Nifty Next 50 Index has the lower expense ratio: 0.27% vs 0.44% (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), Kotak Nifty Next 50 Index leads with 0.98 vs 0.98. Sharpe ratios: Kotak Nifty Next 50 Index 0.73, UTI Nifty Next 50 Index 0.73.