75
Index — Small CapBuy
Kotak Nifty Small Cap 50 Index
Kotak · Direct–Growth · rank #2 of 18 by Smart Score
Data updated
Trailing returns
1 Year
11.9%
+7.1% vs index
3 Years
19.4%
+4.8% vs index
5 Years
—
Since launch
27.3%
Year-by-year performance
2024
+24.9%-1.5% vs index
2025
-3.5%+2.1% vs index
2026
+15.7%+5.9% vs index
Why this score
Kotak Nifty Small Cap 50 Index scores 75/100 — #2 of 18 Index — Small Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return19.35% · 95th percentile in category
Sharpe ratio0.63 · 93rd percentile in category
Alpha1.87 · 96th percentile in category
Sortino ratio0.85 · 93rd percentile in category
Volatility20.37 · 18th percentile in category
1Y return11.86% · 84th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd4.43%
2.Karur Vysya Bank Ltd3.99%
3.Navin Fluorine International Ltd3.88%
4.Welspun Corp Ltd3.81%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ3.37%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.