Kotak Nifty 50 Value 20 ETF-IDCW
Equity: Value Oriented - IDCW (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Value OrientedBenchmark: NIFTY 50 Value 20 Total Return IndexCheck Portfolio Overlap →
₹13.58-0.23%
18 Sept 2026
Similar ETFs
Side-by-side comparison of Kotak Nifty 50 Value 20 ETF-IDCW with similar ETFs — tracking error, returns, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -10.44% | 0.28% | 33 / 38 |
| 3Y Return | +4.34% | 11.61% | 26 / 30 |
| 5Y Return | +6.72% | 12.38% | 20 / 23 |
| 10Y Return | +13.36% | 13.76% | 8 / 17 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
ETFs in Equity: Value Oriented
Top ETFs by AUM in the Equity: Value Oriented category — see how Kotak Nifty 50 Value 20 ETF-IDCW compares on size and returns.
ETFs Tracking NIFTY 50 Value 20 Total Return Index
Top ETFs tracking the NIFTY 50 Value 20 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which ETFs are similar to Kotak Nifty 50 Value 20 ETF-IDCW?
ETFs similar to Kotak Nifty 50 Value 20 ETF-IDCW in the Equity: Value Oriented category include ICICI Prudential Nifty50 Value 20 ETF, Motilal Oswal BSE Enhanced Value ETF-Growth, and Nippon India ETF Nifty 50 Value 20-IDCW. These ETFs follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the ETF comparison tool on sharpely.
What is the rank of Kotak Nifty 50 Value 20 ETF-IDCW in its category?
On a 3-year return basis Kotak Nifty 50 Value 20 ETF-IDCW is ranked 26 out of 30 ETFs in the Equity: Value Oriented category as of 17 Sep 2026. On a 5-year return basis it ranks 20 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of ETF quality than a single-period rank.
How does Kotak Nifty 50 Value 20 ETF-IDCW's expense ratio compare to similar ETFs?
Kotak Nifty 50 Value 20 ETF-IDCW has an expense ratio of 0.37%. The peers ICICI Prudential Nifty50 Value 20 ETF has an expense ratio of 0.46% and Motilal Oswal BSE Enhanced Value ETF-Growth has 0.43%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the ETF's performance justifies the additional cost.
How does Kotak Nifty 50 Value 20 ETF-IDCW's AUM compare to similar ETFs?
Kotak Nifty 50 Value 20 ETF-IDCW has an AUM of ₹78.84 crore. The peers ICICI Prudential Nifty50 Value 20 ETF has an AUM of ₹175.17 crore and Motilal Oswal BSE Enhanced Value ETF-Growth has ₹159.86 crore. A large AUM can sometimes limit a ETF's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for ETFs that invest outside large caps.
Which ETF has the best 3-year returns in the Equity: Value Oriented?
The top performing ETF in the Equity: Value Oriented category on a 3-year basis is Motilal Oswal BSE Enhanced Value ETF-Growth with a CAGR of 20.07% as of 17 Sep 2026. Kotak Nifty 50 Value 20 ETF-IDCW has delivered 4.34% CAGR over the same period, ranking 26 out of 30 ETFs. You can view and compare the full category ranking on sharpely.
How does Kotak Nifty 50 Value 20 ETF-IDCW rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak Nifty 50 Value 20 ETF-IDCW has a Sharpe ratio of 0.18 compared to the Equity: Value Oriented average of 0.31 as of 17 Sep 2026. It ranks 2 out of 5 ETFs in its category on Sharpe ratio.