Kotak Nifty 50 Equal Weight Index Fund Direct-Growth
Equity: Large Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: NIFTY 50 Equal Weight Total Return IndexCheck Portfolio Overlap →
NAV: ₹11.08-0.65%
07 Sept 2026
Similar Funds
Side-by-side comparison of Kotak Nifty 50 Equal Weight Index Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +2.72% | 0.74% | 36 / 106 |
| 3Y Return | — | 10.94% | — |
| 5Y Return | — | 9.75% | — |
| 10Y Return | — | 12.10% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Large Cap
Top funds by AUM in the Equity: Large Cap category — see how Kotak Nifty 50 Equal Weight Index Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 50 Equal Weight Total Return Index
Top funds tracking the NIFTY 50 Equal Weight Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Kotak Nifty 50 Equal Weight Index Fund Direct-Growth?
Funds similar to Kotak Nifty 50 Equal Weight Index Fund Direct-Growth in the Equity: Large Cap category include ICICI Prudential Large Cap Fund Direct-Growth, SBI Large Cap Direct Plan-Growth, and Nippon India Large Cap Fund Direct-Growth. These funds 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 fund comparison tool on sharpely.
What is the rank of Kotak Nifty 50 Equal Weight Index Fund Direct-Growth in its category?
The category rank of Kotak Nifty 50 Equal Weight Index Fund Direct-Growth is shown in the Trailing Returns section above.
How does Kotak Nifty 50 Equal Weight Index Fund Direct-Growth's expense ratio compare to similar funds?
Kotak Nifty 50 Equal Weight Index Fund Direct-Growth has an expense ratio of 0.42%. The peers ICICI Prudential Large Cap Fund Direct-Growth has an expense ratio of 1.00% and SBI Large Cap Direct Plan-Growth has 0.89%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Nifty 50 Equal Weight Index Fund Direct-Growth's AUM compare to similar funds?
Kotak Nifty 50 Equal Weight Index Fund Direct-Growth has an AUM of ₹64.19 crore. The peers ICICI Prudential Large Cap Fund Direct-Growth has an AUM of ₹80,960.3 crore and SBI Large Cap Direct Plan-Growth has ₹55,430.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large Cap?
The top performing fund in the Equity: Large Cap category on a 3-year basis is Kotak Nifty Next 50 Index Fund Direct-Growth with a CAGR of 17.24% as of 6 Sep 2026. Kotak Nifty 50 Equal Weight Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Kotak Nifty 50 Equal Weight Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Kotak Nifty 50 Equal Weight Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.