FundLens
35
Index — Factor / Smart BetaAvoid

Kotak Nifty 200 Quality 30 Index

Kotak · Direct–Growth · rank #44 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-6.8%
-4.7% vs index
3 Years
5 Years
Since launch
-3.8%

Year-by-year performance

last entry = YTD
2026
-7.7%

Why this score

Kotak Nifty 200 Quality 30 Index scores 35/100 — #44 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for expense ratio and volatility — beating 90% of peers on expense ratio. The main drag is its sharpe ratio (better than only 11% of peers).

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

Sharpe ratio-0.79 · 11th percentile in category
Expense ratio0.37% · 90th percentile in category
Fund size17.54 Cr · 8th percentile in category
Sortino ratio-1.04 · 11th percentile in category
Volatility13.04 · 73rd percentile in category
Alpha-4.95 · 27th percentile in category

Top holdings

top 5 = 25.2% of portfolio
1.Tata Consultancy Services Ltd5.47%
2.Nestle India Ltd5.2%
3.Infosys Ltd5.16%
4.Bharat Electronics Ltd4.8%
5.HCL Technologies Ltd4.57%

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

Other Index — Factor / Smart Beta funds