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Kotak Nifty Smallcap 50 Index Fund Regular Growth

3Y Annualised

%

-2.02% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

Annualised

-8.70%

-2.02% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

NA

NIFTY 50

6 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹111.10 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0%

Nil

Risk Profile

Very High Risk

Fund Managers

About Kotak Nifty Smallcap 50 Index Fund Regular Growth

Kotak Nifty Smallcap 50 Index Fund Regular 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 2023-04-10. Kotak Nifty Smallcap 50 Index Fund Regular Growth has ₹111.10 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Kotak Nifty Smallcap 50 Index Fund Regular Growth as of Tue Mar 11 2025 is ₹16.808. The fund has an expense ratio of 0.89%, which is medium comparable to most other Equity funds.

Kotak Nifty Smallcap 50 Index Fund Regular Growth returns for the last 1 year are 0.28%. Since launch, it has delivered 31.55% average annual returns.

The Kotak Nifty Smallcap 50 Index Fund Regular Growth has the majority of its money invested in Financial Services, Industrials, Healthcare, Consumer Cyclical, Basic Materials, Technology sectors.

Top 5 Holdings of Kotak Nifty Smallcap 50 Index Fund Regular Growth.

  1. Multi Commodity Exchange of India Ltd: 4.58%
  2. Blue Star Ltd: 3.69%
  3. Central Depository Services (India) Ltd: 3.65%
  4. Laurus Labs Ltd: 3.60%
  5. Crompton Greaves Consumer Electricals Ltd: 3.46%

AMC Information

NameKotak Mahindra Asset Management Co Ltd
Founding Date2023-04-10
Emailfundaccops@kotakmutual.com
Phone+91 22 61152100
Websitewww.kotakmf.com
AddressKotak 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 Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Kotak Mahindra Asset Management Co Ltd

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Total Amount

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₹1,000+ cr

AUM

1+ Lac

Investors

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