83
Index — Large CapStrong Buy
Kotak Nifty Next 50 Index
Kotak · Direct–Growth · rank #1 of 82 by Smart Score
Data updated
Trailing returns
1 Year
4.6%
+11.9% vs index
3 Years
16.7%
+10.6% vs index
5 Years
11.5%
+4.7% vs index
Since launch
15.2%
Year-by-year performance
2022
+1.2%-4.3% vs index
2023
+26.7%+5.7% vs index
2024
+28.1%+18.3% vs index
2025
+2.5%-9.2% vs index
2026
+4.5%+14.4% vs index
Why this score
Kotak Nifty Next 50 Index scores 83/100 — the top-rated Index — Large Cap fund of 82 (Strong Buy). It stands out for 3y return and 5y return — beating 99% of peers on 3y return. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return16.70% · 99th percentile in category
5Y return11.53% · 99th percentile in category
Sharpe ratio0.55 · 91st percentile in category
Volatility18.42 · 15th percentile in category
Sortino ratio0.74 · 92nd percentile in category
Alpha9.45 · 91st percentile in category
Top holdings
1.Divi's Laboratories Ltd4.75%
2.TVS Motor Company Ltd4.02%
3.Tata Motors Ltd3.88%
4.Hindustan Aeronautics Ltd3.6%
5.Adani Power Ltd3.24%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.