Kotak Nifty Smallcap 250 Index Fund Direct Growth
3Y Annualised
N/A
-1.15% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.68%
-1.15% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
20 years 8 months
11 years 6 months
9 years 7 months
Fund info
Fund size
₹86.57 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹100
Exit load
0%
Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Edelweiss Nifty Smallcap 250 Index Fund Regular Payout Inc Dist cum Cap Wdrl
2nd
Taurus Nifty 50 Index Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal
3rd
Taurus Nifty 50 Index Fund-Direct Plan-Payout of Income Distribution cum capital withdrawal
4th
Taurus Nifty 50 Index Fund Payout of Income Distribution cum capital withdrawal
5th
Taurus Nifty 50 Index Fund Reinvestment of Income Distribution cum capital withdrawal
654th
Kotak Nifty Smallcap 250 Index Fund Direct Growth
Fund Managers
About Kotak Nifty Smallcap 250 Index Fund Direct Growth
Kotak Nifty Smallcap 250 Index Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 1 years, having been launched on 2025-01-27. Kotak Nifty Smallcap 250 Index Fund Direct Growth has ₹86.57 Cr worth of assets under management (AUM) as of Sun Oct 18 2026. The latest Net Asset Value (NAV) of Kotak Nifty Smallcap 250 Index Fund Direct Growth as of Thu Oct 15 2026 is ₹11.442. The fund has an expense ratio of 0.3446%, which is medium comparable to most other Equity funds.
Kotak Nifty Smallcap 250 Index Fund Direct Growth returns for the last 1 year are 3.41%. Since launch, it has delivered 8.18% average annual returns.
The Kotak Nifty Smallcap 250 Index Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Basic Materials, Financial Services, Technology, Industrials, Healthcare sectors.
Top 5 Holdings of Kotak Nifty Smallcap 250 Index Fund Direct Growth.
- Sona BLW Precision Forgings Ltd: 1.67%
- Welspun Corp Ltd: 1.60%
- Karur Vysya Bank Ltd: 1.38%
- Navin Fluorine International Ltd: 1.36%
- Ather Energy Ltd: 1.21%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2025-01-27 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Nifty Smallcap 250 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
EquityFlexi Cap
3Y CAGR
9.36%
expense ratio
1.48%
fund size
₹53086.64 Cr
EquityEquity - Infrastructure
3Y CAGR
14.93%
expense ratio
0.84%
fund size
₹2333.52 Cr
EquitySector - Financial Services
3Y CAGR
22.76%
expense ratio
0.50%
fund size
₹2262.74 Cr
EquityELSS (Tax Savings)
3Y CAGR
9.82%
expense ratio
0.80%
fund size
₹6070.55 Cr
Fixed IncomeMedium Duration
3Y CAGR
8.77%
expense ratio
0.67%
fund size
₹1911.76 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
