Kotak Nifty 50 Equal Weight Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.55% | -4.01% | -6.26% | -5.29% | -6.59% | – | – | – | – |
NAV history
About this fund
Kotak Nifty 50 Equal Weight Index Fund is a passive index fund/ETF offered by Kotak Mahindra Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹10.49, with assets under management of about ₹62 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Kotak Nifty 50 Equal Weight Index Fund has recorded a return of about -6.6%. Its annualised volatility is 13.7% — moderate fluctuations — and its Sharpe ratio is -0.96, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 6.75 | 5.76 | -6.59 | 20.12 | 88% | 22% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Nifty 500 Index Fund Other Scheme - Index Funds | -4.91 | -6.21 | -5.32 | -8.26 | – | – | – | 0.25 |
| Aditya Birla Sun Life Crisil-IBX Financial Services 3 to 6 months Debt Index Fund Other Scheme - Index Funds | 0.27 | 1.50 | 3.26 | 6.73 | – | – | – | 0.11 |
| Bandhan Nifty Alpha Low Volatility 30 Index Fund Other Scheme - Index Funds | -6.09 | -9.39 | -5.29 | -9.48 | – | – | – | 0.24 |
| DSP BSE SENSEX Next 30 Index Fund Other Scheme - Index Funds | -6.69 | -7.55 | -5.71 | -2.73 | – | – | – | 0.21 |
| Kotak Nifty SmallCap 250 Index Fund Other Scheme - Index Funds | -7.87 | -5.73 | 1.02 | -1.78 | – | – | – | – |
| SBI Nifty Bank Index Fund Other Scheme - Index Funds | -2.32 | -3.77 | -3.38 | -4.90 | – | – | – | 0.18 |
| HDFC Nifty100 Quality 30 Index Fund Other Scheme - Index Funds | -1.88 | -3.24 | -3.78 | -6.43 | – | – | – | – |
| Kotak BSE Sensex Index Fund Other Scheme - Index Funds | -1.72 | -4.40 | -6.05 | -12.54 | – | – | – | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Gilt Fund Debt Scheme - Gilt Fund | -1.34 | -1.27 | 1.29 | 0.39 | 5.51 | 5.13 | 6.66 | – |
| Kotak Liquid Fund Debt Scheme - Liquid Fund | 0.39 | 1.49 | 3.12 | 6.41 | 6.90 | 6.38 | 6.07 | – |
| Kotak Contra Fund Equity Scheme - Contra Fund | -5.95 | -6.93 | -5.23 | -7.28 | 12.96 | 12.26 | 15.50 | – |
| Kotak Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.52 | 3.17 | 6.74 | 7.42 | 6.98 | 6.46 | – |
| Kotak ELSS Tax Saver Fund Equity Scheme - ELSS | -5.13 | -5.18 | -3.09 | -5.51 | 9.39 | 10.47 | 13.52 | – |
| Kotak Mid Cap Fund Equity Scheme - Mid Cap Fund | -8.86 | -9.63 | -5.50 | -4.76 | 13.80 | 14.27 | 16.37 | – |
| Kotak Multi Asset Omni FOF Other Scheme - FoF Domestic | -6.49 | -4.72 | -5.26 | -2.38 | 13.10 | 13.24 | 14.49 | – |
| Kotak Global Emerging Market Overseas Equity Active FOF Other Scheme - FoF Overseas | -12.03 | -7.27 | -1.73 | 22.19 | 24.47 | 9.63 | 10.82 | – |