Kotak Nifty Small Cap 50 Index vs Axis 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 75/100 vs 75/100. Kotak Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.88 vs 0.87), 3-year returns of 19.7% vs 19.5%, and an expense ratio of 0.35% vs 0.34%. 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 Axis Nifty Small Cap 50 Index share 67.4% 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 | 14.0% | 14.3%BEST | ||
3Y return | 19.7%BEST | 19.5% | ||
5Y return | — | — | ||
Since launch | 26.8%BEST | 18.0% | ||
| Vs category benchmark | ||||
1Y vs index | +7.3% | +7.6%BEST | ||
3Y vs index | +4.8%BEST | +4.7% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.65BEST | 0.65 | ||
Sortino ratio | 0.88BEST | 0.87 | ||
Std deviation | 20.37 | 20.21BEST | ||
Alpha | 1.85BEST | 0.97 | ||
Beta | 1.04 | 1.04 | ||
| Cost & size | ||||
Expense ratio | 0.35% | 0.34%BEST | ||
Fund size | ₹250 Cr | ₹790 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 | 10 Mar 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
|
| ||
Quick answers
Is Kotak Nifty Small Cap 50 Index better than Axis Nifty Small Cap 50 Index?
Kotak Nifty Small Cap 50 Index currently edges it with a Smart Score of 75/100 vs 75/100. Kotak Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.88 vs 0.87), 3-year returns of 19.7% vs 19.5%, and an expense ratio of 0.35% vs 0.34%. 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 Axis Nifty Small Cap 50 Index?
Axis Nifty Small Cap 50 Index has the lower expense ratio: 0.34% vs 0.35% (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 Small Cap 50 Index leads with 0.88 vs 0.87. Sharpe ratios: Kotak Nifty Small Cap 50 Index 0.65, Axis Nifty Small Cap 50 Index 0.65.