Kotak Nifty Small Cap 50 Index vs ABSL Nifty Small Cap 50 Index
Data updated · direct-growth plans · not investment advice
Kotak Nifty Small Cap 50 Index currently edges it with a Smart Score of 71/100 vs 66/100. Kotak Nifty Small Cap 50 Index has the weaker risk-adjusted profile (Sortino 0.62 vs 0.63), 3-year returns of 15.9% vs 16.0%, and an expense ratio of 0.34% vs 0.57%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationKotak Nifty Small Cap 50 Index and ABSL Nifty Small Cap 50 Index share 63.5% 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 | 5.0% | 5.3%BEST | ||
3Y return | 15.9% | 16.0%BEST | ||
5Y return | — | 12.1%BEST | ||
Since launch | 24.1%BEST | 15.9% | ||
| Vs category benchmark | ||||
1Y vs index | +7.0% | +7.3%BEST | ||
3Y vs index | +4.0% | +4.2%BEST | ||
5Y vs index | — | -0.4%BEST | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.46 | 0.47BEST | ||
Sortino ratio | 0.62 | 0.63BEST | ||
Std deviation | 20.51 | 20.50BEST | ||
Alpha | 1.29 | 1.42BEST | ||
Beta | 1.04 | 1.04 | ||
| Cost & size | ||||
Expense ratio | 0.34%BEST | 0.57% | ||
Fund size | ₹260 Cr | ₹364 CrBEST | ||
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 Apr 2023 | 01 Apr 2021 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak Nifty Small Cap 50 Index better than ABSL Nifty Small Cap 50 Index?
Kotak Nifty Small Cap 50 Index currently edges it with a Smart Score of 71/100 vs 66/100. Kotak Nifty Small Cap 50 Index has the weaker risk-adjusted profile (Sortino 0.62 vs 0.63), 3-year returns of 15.9% vs 16.0%, and an expense ratio of 0.34% vs 0.57%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Which is cheaper — Kotak Nifty Small Cap 50 Index or ABSL Nifty Small Cap 50 Index?
Kotak Nifty Small Cap 50 Index has the lower expense ratio: 0.34% vs 0.57% (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), ABSL Nifty Small Cap 50 Index leads with 0.63 vs 0.62. Sharpe ratios: Kotak Nifty Small Cap 50 Index 0.46, ABSL Nifty Small Cap 50 Index 0.47.