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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹44 Cr

Lock In Period

N/A

Expense Ratio

0.63

Benchmark

Nifty Smallcap 250 Total Return

Exit Load

Nil

Summary

Latest details for Kotak Nifty Smallcap 250 Index Fund Growth include a ₹10.592 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty Smallcap 250 Index Fund Growth AUM is ₹44 Cr, with a lock-in of N/A years, expense ratio of 0.63%, and benchmark Nifty Smallcap 250 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 16.52% returns, against a category average of 0.58% and a category best of 22.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M16.520.5822.18
6M-3.960.6760.63
1Y3.863.88144.89
3Y0.0012.39211.53

Portfolio Analysis

  • Equity: 99.79%
  • Debt: 0.21%
  • Others
As on: 2026-03-31
View allocation % by

1. JB Chemicals & Pharmaceuticals Ltd.0.98%
2. Gland Pharma Limited0.79%
3. SAI LIFE SCIENCES LIMITED0.79%
4. Ami Organics Ltd0.78%
5. NEULAND LABORATORIES LTD.0.61%
6. Wockhardt Ltd.0.57%
7. Granules India Ltd.0.53%
8. Natco Pharma Ltd0.51%
9. PIRAMAL PHARMA LIMITED0.50%
10. ONESOURCE SPECIALTY PHARMA LTD.0.48%
11. Syngene International Limited0.43%
12. ERIS LIFESCIENCES LTD0.42%
13. Pfizer Ltd.0.42%
14. JUBILANT PHARMOVA LIMITED0.39%
15. EMCURE PHARMACEUTICALS LIMITED0.32%
16. SUVEN PHARMACEUTICALS LTD0.28%
17. CONCORD BIOTECH LTD.0.20%
18. CAPLIN POINT LABORATORIES LTD.0.18%
19. BLUE JET HEALTHCARE LTD0.07%

1. Computer Age Management Services Limited0.88%
2. ANGEL ONE LIMITED0.87%
3. TI Financial Holding ltd.0.78%
4. Anand Rathi Wealth Ltd.0.76%
5. KFIN TECHNOLOGIES LTD.0.69%
6. NUVAMA WEALTH MANAGEMENT LIMITED0.53%
7. JM FINANCIAL LTD.0.26%

1. KARUR VYSYA BANK LTD.1.61%
2. RBL BANK LTD.1.03%
3. City Union Bank Ltd.1.00%
4. BANDHAN BANK LIMITED0.74%
5. JAMMU KASHMIR BANK LTD0.29%

1. PIRAMAL FINANCE LTD1.30%
2. Manappuram Finance Ltd.0.81%
3. POONAWALLA FINCORP LIMITED0.62%
4. India Infoline Ltd0.59%
5. Five Star Business Finance Ltd0.40%
6. CAPRI GLOBAL CAPITAL LTD0.38%
7. SBFC FINANCE LTD0.19%

1. ASTER DM HEALTHCARE LTD0.98%
2. KRISHNA INSTITUTE OF MEDICAL0.90%
3. Narayana Hrudalaya Ltd0.65%
4. DR.Lal Pathlabs Ltd0.60%
5. RAINBOW CHILDRENS MEDICARE LTD0.34%
6. VIJAYA DIAGNOSTIC CENTRE PVT0.25%

1. PNB HOUSING FINANCE LTD.0.83%
2. Indiabulls Housing Finance Ltd.0.68%
3. HOME FIRST FINANCE CO INDIA0.48%
4. APTUS VALUE HOUSING FINANCE0.40%
5. CAN FIN HOMES LTD.0.39%
6. AADHAR HOUSING FINANCE LIMITED0.28%
7. Aavas Financiers Ltd0.25%

1. TATA TECHNOLOGIES LTD0.51%
2. Cyient Ltd.0.37%
3. ZENSAR TECHNOLGIES LTD.0.34%
4. Birlasoft LImited0.32%
5. Intellect Design Arena Ltd0.31%
6. Sonata Software Ltd.0.24%
7. TBO TEK LIMITED0.21%
8. PINE LABS LTD.0.16%
9. NEWGEN SOFTWARE TECHNOLOGIES LTD.0.15%
10. C.E. INFO SYSTEMS LTD.0.08%

1. SAGILITY INDIA LTD.0.54%
2. INVENTURUS KNOWLEDGE SOLUTIONS LTD.0.39%
3. FIRSTSOURCE SOLUTIONS LTD.0.38%
4. ECLERX SERVICES LTD.0.33%
5. NETWEB TECHNOLOGIES INDIA LTD.0.30%

1. Affle (India) Ltd.0.54%
2. Zee Entertainment Enterprises Ltd0.39%
3. PVR LTD.0.38%
4. Sun TV Network Limited0.33%
5. Saregama India Ltd.0.14%
6. Latent View Analytics Ltd0.11%

1. CESC Ltd.0.56%
2. NAVA LTD.0.43%
3. Jaiprakash Power Ventures Ltd.0.39%
4. Reliance Power Ltd.0.35%
5. Reliance Infrastructure Ltd.0.11%

1. DELHIVERY LTD1.37%
2. AEGIS LOGISTICS LTD0.43%

1. Central Depository Services (India) Ltd1.17%
2. INDEGENE LTD.0.26%
3. INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.0.19%
4. URBAN COMPANY LTD.0.14%

1. ATHER ENERGY LTD0.85%
2. AMARA RAJA ENERGY MOB LTD.0.48%
3. HBL ENGINEERING LTD.0.41%

1. IRB INFRASTRUCTURE DEVELOPERS LTD0.51%
2. NBCC (India) Ltd0.47%
3. NCC Limited0.31%
4. AFCONS INFRASTRUCTURE LTD.0.25%
5. ITD Cementation India Ltd.0.17%

1. PTC INDUSTRIES LTD.0.53%
2. CRAFTSMAN AUTOMATION LTD0.50%
3. Engineers India Ltd0.29%
4. Ircon International Ltd0.22%
5. Tega Industries Ltd.0.16%

1. Crompton Greaves Consumer Electricals Limited0.84%
2. Amber Enterprises India Ltd0.84%

1. EIH Ltd.0.31%
2. LEMON TREE HOTELS LTD0.29%
3. CHALET HOTELS LTD.0.29%
4. DEVYANI INTERNATIONAL LIMITED0.22%
5. Sapphire Foods India Ltd.0.21%
6. SCHLOSS BANGALORE LTD.0.19%
7. TRAVEL FOOD SERVICES LTD0.14%

1. BRIGADE ENTERPRISES LIMITED0.53%
2. Anant Raj Industries Ltd.0.36%
3. Sobha Developers Ltd.0.31%
4. SWAN ENERGY LTD0.25%
5. SIGNATURE GLOBAL LTD0.16%

1. INOX WIND LIMITED0.43%
2. JYOTI CNC AUTOMATION LTD0.36%
3. TRIVENI TURBINE LTD.0.30%
4. Techno Electric & Engineering Company Limited0.29%
5. ELECON ENGINEERING CO LTD.0.18%

1. Sona BLW Precision Forgings Ltd1.27%
2. RAMKRISHNA FORGINGS LTD.0.28%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED0.71%
2. KEC INTERNATIONAL LTD.0.39%
3. TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED0.16%
4. ACME SOLAR HOLDINGS LTD.0.16%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.33%

1. Star Health and Allied Insurance Ltd.0.63%
2. GO DIGIT GENERAL INSURANCE LTD.0.45%
3. NIVA BUPA HEALTH INSURANCE COMPANY LTD.0.25%

1. Chambal Fertilisers & Chemicals Ltd.0.38%
2. Deepak Fertilizers & Petrochemicals Corp. Ltd.0.36%
3. FERTILISERS AND CHEMICALS TRAVANCORE LTD.0.27%
4. PARADEEP PHOSPHATES LTD.0.27%

1. Redington (India) Ltd.0.70%
2. Gujarat Mineral Development Corporation Ltd.0.28%
3. GRAVITA INDIA LTD.0.25%

1. Data Patterns (India) Ltd.0.53%
2. ZEN TECHNOLOGIES LTD0.35%
3. GARDEN REACH SHIPBUILDERS & ENGINEERS LTD0.34%

1. Atul Ltd.0.59%
2. Bayer Crop Science Ltd0.34%
3. SUMITOMO CHEMICAL INDIA LTD.0.26%

1. Motherson Sumi Wiring India Limited0.55%
2. Finolex Cables Ltd.0.35%
3. R R KABEL LTD0.25%

1. The Ramco Cements Ltd0.68%
2. NUVOCO VISTAS CORPORATION LTD.0.16%
3. JSW CEMENT LTD0.16%
4. INDIA CEMENTS LTD.0.14%

1. Emami Ltd.0.46%
2. Gillette India Ltd.0.35%
3. HONASA CONSUMER LTD.0.24%

1. The Great Eastern Shipping Company Ltd.0.82%
2. The Shipping Corporation of India Ltd.0.22%

About Fund

Kotak Nifty Smallcap 250 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹44 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 0.63. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Jeetu Valechha Sonar

Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBandhan Nifty Bank Index Fund Growth017.6 CR1.03
This FundUTI Nifty Private Bank Index Fund Growth0189.95 CR1.06
This FundKotak Nifty Smallcap 250 Index Fund Growth043.63 CR0.63
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundBandhan Nifty Bank Index Fund Growth1.35050
This FundUTI Nifty Private Bank Index Fund Growth-3.26510
This FundKotak Nifty Smallcap 250 Index Fund Growth3.860
This FundKotak Silver ETF Growth144.2775210.7028
This FundICICI Prudential Silver ETF Growth144.8727211.5326

FAQs

Kotak Nifty Smallcap 250 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Nifty Smallcap 250 Index Fund Growth is 0.63. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty Smallcap 250 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 16.52%
  • 6 Months : -3.96%
  • 1 Year : 3.86%
  • 3 Years : 0.00%
Returns of Kotak Nifty Smallcap 250 Index Fund Growth are updated daily based on NAV of ₹ 10.592 as on Apr 24,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty Smallcap 250 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Nifty Smallcap 250 Index Fund Growth is ₹44 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Smallcap 250 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500