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 26 out of 30 ETFs in the Equity: Value Oriented category as of 23 Jul 2026. On a 5-year return basis it ranks 19 out of 22. 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 0.53%. The peers ICICI Prudential Nifty50 Value 20 ETF has an expense ratio of 0.59% and Motilal Oswal BSE Enhanced Value ETF-Growth has 0.44%. 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 ₹78.44 crore. The peers ICICI Prudential Nifty50 Value 20 ETF has an AUM of ₹176.62 crore and Motilal Oswal BSE Enhanced Value ETF-Growth has ₹163.58 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 25.56% as of 23 Jul 2026. Kotak Nifty 50 Value 20 ETF-IDCW has delivered 7.43% CAGR over the same period, ranking 26 out of 30 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 0.21 compared to the Equity: Value Oriented average of 0.36 as of 23 Jul 2026. It ranks 2 out of 5 ETFs in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-6.19%	1.18%	30 / 37
3Y Return	+7.43%	13.64%	26 / 30
5Y Return	+9.60%	12.73%	19 / 22
10Y Return	+13.95%	13.57%	8 / 17

Kotak Nifty 50 Value 20 ETF-IDCW

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