Kotak Nifty Small Cap 50 Index vs Edelweiss Nifty Small Cap 250 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 65/100. Kotak Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.64 vs 0.38), 3-year returns of 16.1% vs 12.0%, and an expense ratio of 0.34% vs 0.25%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = 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 | 8.7%BEST | 2.5% | ||
3Y return | 16.1%BEST | 12.0% | ||
5Y return | — | — | ||
Since launch | 24.7%BEST | 16.4% | ||
| Vs category benchmark | ||||
1Y vs index | +6.5%BEST | +0.2% | ||
3Y vs index | +4.2%BEST | +0.1% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.47BEST | 0.29 | ||
Sortino ratio | 0.64BEST | 0.38 | ||
Std deviation | 20.46 | 19.11BEST | ||
Alpha | 1.48BEST | -1.71 | ||
Beta | 1.04 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.34% | 0.25%BEST | ||
Fund size | ₹260 Cr | ₹277 CrBEST | ||
Portfolio P/E | — | 21.76BEST | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | Bhavesh Jain | ||
Benchmark | NIFTY Smallcap 50 TRI | Nifty Smallcap 250 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 10 Apr 2023 | 01 Dec 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak Nifty Small Cap 50 Index better than Edelweiss Nifty Small Cap 250 Index?
Kotak Nifty Small Cap 50 Index currently edges it with a Smart Score of 71/100 vs 65/100. Kotak Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 0.64 vs 0.38), 3-year returns of 16.1% vs 12.0%, and an expense ratio of 0.34% vs 0.25%. 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 Edelweiss Nifty Small Cap 250 Index?
Edelweiss Nifty Small Cap 250 Index has the lower expense ratio: 0.25% vs 0.34% (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 0.64 vs 0.38. Sharpe ratios: Kotak Nifty Small Cap 50 Index 0.47, Edelweiss Nifty Small Cap 250 Index 0.29.