Question 1

Which ETFs are similar to Kotak Nifty 50 Value 20 ETF-IDCW?

Accepted Answer

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.

Question 2

What is the rank of Kotak Nifty 50 Value 20 ETF-IDCW in its category?

Accepted Answer

On a 3-year return basis Kotak Nifty 50 Value 20 ETF-IDCW is ranked 25 out of 29 ETFs in the Equity: Value Oriented category as of 6 Oct 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.

Question 3

How does Kotak Nifty 50 Value 20 ETF-IDCW's expense ratio compare to similar ETFs?

Accepted Answer

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 0.44% and Motilal Oswal BSE Enhanced Value ETF-Growth has 0.48%. 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.

Question 4

How does Kotak Nifty 50 Value 20 ETF-IDCW's AUM compare to similar ETFs?

Accepted Answer

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.

Question 5

Which ETF has the best 3-year returns in the Equity: Value Oriented?

Accepted Answer

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 18.98% as of 6 Oct 2026. Kotak Nifty 50 Value 20 ETF-IDCW has delivered 4.07% CAGR over the same period, ranking 25 out of 29 ETFs. You can view and compare the full category ranking on sharpely.

Question 6

How does Kotak Nifty 50 Value 20 ETF-IDCW rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Kotak Nifty 50 Value 20 ETF-IDCW has a Sharpe ratio of -0.04 compared to the Equity: Value Oriented average of 0.09 as of 6 Oct 2026. It ranks 2 out of 5 ETFs in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-11.17%	-2.18%	32 / 37
3Y Return	+4.07%	11.40%	25 / 29
5Y Return	+5.81%	11.21%	20 / 23
10Y Return	+13.22%	13.24%	6 / 16

Kotak Nifty 50 Value 20 ETF-IDCW

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