FundLens
57
Index — Factor / Smart BetaHold

Kotak Nifty 100 Low Volatility 30 Index

Kotak · Direct–Growth · rank #18 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-5.9%
-3.8% vs index
3 Years
5 Years
Since launch
1.9%

Year-by-year performance

last entry = YTD
2025
+10.9%
2026
-7.7%

Why this score

Kotak Nifty 100 Low Volatility 30 Index scores 57/100 — #18 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for volatility and expense ratio — beating 92% of peers on volatility. The main drag is its sharpe ratio (better than only 36% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Volatility11.59 · 92nd percentile in category
Expense ratio0.39% · 88th percentile in category
Sharpe ratio-0.39 · 36th percentile in category
1Y return-5.93% · 26th percentile in category
Sortino ratio-0.54 · 36th percentile in category
Alpha-2.46 · 58th percentile in category

Top holdings

top 5 = 19.3% of portfolio
1.ICICI Bank Ltd4.1%
2.Bajaj Auto Ltd3.97%
3.Sun Pharmaceutical Industries Ltd3.8%
4.Nestle India Ltd3.74%
5.Apollo Hospitals Enterprise Ltd3.7%

30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds