Kotak Nifty Smallcap 50 Index Fund Direct Growth
3Y Annualised
N/A
-0.30% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.07%
-0.30% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
316 years 5 months
5 years 1 months
9 years 7 months
Fund info
Fund size
₹160.50 Cr
Min. SIP amount
₹100
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
Tata Nifty Capital Markets Index Fund Direct Growth
2nd
Tata Nifty Capital Markets Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3rd
Tata Nifty Capital Markets Index Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Motilal Oswal Nifty Capital Market Index Fund Direct Growth
5th
Tata Nifty Capital Markets Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
819th
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Fund Managers
About Kotak Nifty Smallcap 50 Index Fund Direct Growth
Kotak Nifty Smallcap 50 Index Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 2 years, having been launched on 2023-04-10. Kotak Nifty Smallcap 50 Index Fund Direct Growth has ₹160.50 Cr worth of assets under management (AUM) as of Sun Oct 26 2025. The latest Net Asset Value (NAV) of Kotak Nifty Smallcap 50 Index Fund Direct Growth as of Fri Oct 24 2025 is ₹20.562. The fund has an expense ratio of 0.26%, which is medium comparable to most other Equity funds.
Kotak Nifty Smallcap 50 Index Fund Direct Growth returns for the last 1 year are 0.22%. Since launch, it has delivered 32.81% average annual returns.
The Kotak Nifty Smallcap 50 Index Fund Direct Growth has the majority of its money invested in Financial Services, Healthcare, Industrials, Consumer Defensive, Technology, Consumer Cyclical sectors.
Top 5 Holdings of Kotak Nifty Smallcap 50 Index Fund Direct Growth.
- Multi Commodity Exchange of India Ltd: 5.46%
- Laurus Labs Ltd: 4.49%
- Central Depository Services (India) Ltd: 3.57%
- Delhivery Ltd: 3.30%
- Radico Khaitan Ltd: 3.10%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2023-04-10 |
| 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 50 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
17.74%
expense ratio
1.44%
fund size
₹54083.13 Cr
EquityEquity - Infrastructure
3Y CAGR
24.60%
expense ratio
0.66%
fund size
₹2340.71 Cr
EquitySector - Financial Services
3Y CAGR
33.90%
expense ratio
0.49%
fund size
₹1851.40 Cr
EquityELSS (Tax Savings)
3Y CAGR
17.89%
expense ratio
0.62%
fund size
₹6278.37 Cr
Fixed IncomeMedium Duration
3Y CAGR
9.23%
expense ratio
0.67%
fund size
₹1836.60 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0


