FundLens
39
Index — Large CapAvoid

Kotak Nifty 50 Equal Weight Index

Kotak · Direct–Growth · rank #57 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-1.2%
+6.2% vs index
3 Years
5 Years
Since launch
5.4%

Year-by-year performance

last entry = YTD
2025
+13.4%
2026
-3.6%

Why this score

Kotak Nifty 50 Equal Weight Index scores 39/100 — #57 of 82 Index — Large Cap fund (Avoid). It stands out for alpha and 1y return — beating 70% of peers on alpha. The main drag is its sharpe ratio (better than only 29% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Sharpe ratio-0.08 · 29th percentile in category
Expense ratio0.44% · 25th percentile in category
Fund size67.48 Cr · 25th percentile in category
Sortino ratio-0.11 · 29th percentile in category
Alpha4.22 · 70th percentile in category
1Y return-1.16% · 65th percentile in category

Top holdings

top 5 = 11.9% of portfolio
1.Zomato Ltd2.53%
2.Bajaj Auto Ltd2.46%
3.Titan Company Ltd2.33%
4.HCL Technologies Ltd2.33%
5.Tata Consultancy Services Ltd2.25%

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

Other Index — Large Cap funds