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Kotak Nifty Smallcap 250 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak Nifty Smallcap 250 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹54 Cr

Lock In Period

N/A

Expense Ratio

0.94

Exit Load

Nil

Benchmark

Nifty Smallcap 250 Total Return

Summary

Kotak Nifty Smallcap 250 Index Fund Growth NAV is ₹10.749 as of 21 May, 2026. Kotak Nifty Smallcap 250 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Nifty Smallcap 250 Index Fund Growth is ₹100. The AUM of Kotak Nifty Smallcap 250 Index Fund Growth is ₹54 Cr. The expense ratio of the fund is 0.94%, and its benchmark is Nifty Smallcap 250 Total Return. The current exit load of the fund is Nil. In the last 1M months, Kotak Nifty Smallcap 250 Index Fund Growth has delivered 0.14% returns.

Kotak Nifty Smallcap 250 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.14-1.0512.88
6M-3.481.1773.24
1Y0.084.43178.75
3Y0.0014.09264.78

Portfolio Analysis

  • Equity: 100.03%
  • Debt: -0.03%
  • Others
As on: 2026-04-30
View allocation % by

1. JB Chemicals & Pharmaceuticals Ltd.0.84%
2. SAI LIFE SCIENCES LIMITED0.74%
3. Gland Pharma Limited0.70%
4. Ami Organics Ltd0.67%
5. NEULAND LABORATORIES LTD.0.65%
6. Wockhardt Ltd.0.58%
7. Granules India Ltd.0.51%
8. PIRAMAL PHARMA LIMITED0.50%
9. Natco Pharma Ltd0.49%
10. ONESOURCE SPECIALTY PHARMA LTD.0.48%
11. Syngene International Limited0.45%
12. SUVEN PHARMACEUTICALS LTD0.39%
13. JUBILANT PHARMOVA LIMITED0.37%
14. Pfizer Ltd.0.36%
15. ERIS LIFESCIENCES LTD0.36%
16. EMCURE PHARMACEUTICALS LIMITED0.29%
17. CONCORD BIOTECH LTD.0.19%
18. CAPLIN POINT LABORATORIES LTD.0.17%
19. BLUE JET HEALTHCARE LTD0.08%

1. ANGEL ONE LIMITED1.00%
2. Computer Age Management Services Limited0.89%
3. Anand Rathi Wealth Ltd.0.77%
4. TI Financial Holding ltd.0.77%
5. KFIN TECHNOLOGIES LTD.0.60%
6. NUVAMA WEALTH MANAGEMENT LIMITED0.51%
7. JM FINANCIAL LTD.0.27%

1. KARUR VYSYA BANK LTD.1.39%
2. RBL BANK LTD.1.02%
3. CITY UNION BANK LTD.0.98%
4. BANDHAN BANK LIMITED0.89%
5. JAMMU KASHMIR BANK LTD0.29%

1. PIRAMAL FINANCE LTD1.21%
2. Manappuram Finance Ltd.0.81%
3. POONAWALLA FINCORP LIMITED0.74%
4. India Infoline Ltd0.54%
5. Five Star Business Finance Ltd0.47%
6. CAPRI GLOBAL CAPITAL LTD0.36%
7. SBFC FINANCE LTD0.19%

1. PNB HOUSING FINANCE LTD.0.99%
2. Indiabulls Housing Finance Ltd.0.56%
3. HOME FIRST FINANCE CO INDIA0.53%
4. APTUS VALUE HOUSING FINANCE0.46%
5. CAN FIN HOMES LTD.0.37%
6. Aavas Financiers Ltd0.28%
7. AADHAR HOUSING FINANCE LIMITED0.26%

1. ASTER DM HEALTHCARE LTD0.89%
2. KRISHNA INSTITUTE OF MEDICAL0.83%
3. Narayana Hrudalaya Ltd0.61%
4. DR.Lal Pathlabs Ltd0.53%
5. RAINBOW CHILDRENS MEDICARE LTD0.31%
6. VIJAYA DIAGNOSTIC CENTRE PVT0.28%

1. TATA TECHNOLOGIES LTD0.50%
2. Cyient Ltd.0.37%
3. Intellect Design Arena Ltd0.33%
4. Birlasoft LImited0.31%
5. ZENSAR TECHNOLGIES LTD.0.29%
6. Sonata Software Ltd.0.25%
7. TBO TEK LIMITED0.21%
8. PINE LABS LTD.0.17%
9. NEWGEN SOFTWARE TECHNOLOGIES LTD.0.16%
10. C.E. INFO SYSTEMS LTD.0.08%

1. CESC Ltd.0.59%
2. Jaiprakash Power Ventures Ltd.0.48%
3. NAVA LTD.0.46%
4. Reliance Power Ltd.0.41%

1. ATHER ENERGY LTD0.90%
2. AMARA RAJA ENERGY MOB LTD.0.54%
3. HBL ENGINEERING LTD.0.45%

1. SAGILITY INDIA LTD.0.48%
2. INVENTURUS KNOWLEDGE SOLUTIONS LTD.0.41%
3. FIRSTSOURCE SOLUTIONS LTD.0.34%
4. NETWEB TECHNOLOGIES INDIA LTD.0.34%
5. ECLERX SERVICES LTD.0.29%

1. Central Depository Services (India) Ltd1.14%
2. URBAN COMPANY LTD.0.26%
3. INDEGENE LTD.0.26%
4. INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.0.18%

1. Affle (India) Ltd.0.45%
2. Zee Entertainment Enterprises Ltd0.41%
3. PVR LTD.0.38%
4. Sun TV Network Limited0.30%
5. Saregama India Ltd.0.13%
6. Latent View Analytics Ltd0.11%

1. Crompton Greaves Consumer Electricals Limited0.88%
2. Amber Enterprises India Ltd0.88%

1. DELHIVERY LTD1.31%
2. AEGIS LOGISTICS LTD0.44%

1. NBCC (India) Ltd0.48%
2. IRB INFRASTRUCTURE DEVELOPERS LTD0.43%
3. NCC Limited0.34%
4. AFCONS INFRASTRUCTURE LTD.0.26%
5. ITD Cementation India Ltd.0.23%

1. PTC INDUSTRIES LTD.0.49%
2. CRAFTSMAN AUTOMATION LTD0.47%
3. Engineers India Ltd0.35%
4. Ircon International Ltd0.25%
5. Tega Industries Ltd.0.14%

1. Sona BLW Precision Forgings Ltd1.37%
2. RAMKRISHNA FORGINGS LTD.0.31%

1. INOX WIND LIMITED0.49%
2. TRIVENI TURBINE LTD.0.33%
3. JYOTI CNC AUTOMATION LTD0.32%
4. Techno Electric & Engineering Company Limited0.32%
5. ELECON ENGINEERING CO LTD.0.22%

1. EIH Ltd.0.32%
2. LEMON TREE HOTELS LTD0.29%
3. CHALET HOTELS LTD.0.27%
4. DEVYANI INTERNATIONAL LIMITED0.25%
5. Sapphire Foods India Ltd.0.24%
6. SCHLOSS BANGALORE LTD.0.17%
7. TRAVEL FOOD SERVICES LTD0.12%

1. BRIGADE ENTERPRISES LIMITED0.55%
2. Anant Raj Industries Ltd.0.37%
3. Sobha Developers Ltd.0.32%
4. SWAN ENERGY LTD0.23%
5. SIGNATURE GLOBAL LTD0.17%

1. Data Patterns (India) Ltd.0.61%
2. GARDEN REACH SHIPBUILDERS & ENGINEERS LTD0.43%
3. ZEN TECHNOLOGIES LTD0.39%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED0.71%
2. KEC INTERNATIONAL LTD.0.36%
3. TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED0.18%
4. ACME SOLAR HOLDINGS LTD.0.15%

1. Deepak Fertilizers & Petrochemicals Corp. Ltd.0.43%
2. Chambal Fertilisers & Chemicals Ltd.0.33%
3. FERTILISERS AND CHEMICALS TRAVANCORE LTD.0.28%
4. PARADEEP PHOSPHATES LTD.0.28%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.26%

1. Star Health and Allied Insurance Ltd.0.62%
2. GO DIGIT GENERAL INSURANCE LTD.0.37%
3. NIVA BUPA HEALTH INSURANCE COMPANY LTD.0.24%

1. Motherson Sumi Wiring India Limited0.52%
2. Finolex Cables Ltd.0.38%
3. R R KABEL LTD0.26%

1. Atul Ltd.0.54%
2. Bayer Crop Science Ltd0.30%
3. SUMITOMO CHEMICAL INDIA LTD.0.26%

1. Welspun Corp Limited0.83%
2. JINDAL SAW LTD0.26%

1. The Great Eastern Shipping Company Ltd.0.78%
2. The Shipping Corporation of India Ltd.0.26%

1. The Ramco Cements Ltd0.59%
2. JSW CEMENT LTD0.16%
3. NUVOCO VISTAS CORPORATION LTD.0.15%
4. INDIA CEMENTS LTD.0.14%

About Fund Kotak Nifty Smallcap 250 Index Fund Growth

Kotak Nifty Smallcap 250 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹54 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 0.94. 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
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Growth036.52 CR1.28
DSP Nifty Midcap 150 Index Fund Growth013 CR1.06
Kotak Nifty Smallcap 250 Index Fund Growth054.42 CR0.94
ICICI Prudential Silver ETF Growth014714.8 CR0.4
HDFC Silver ETF Growth07649.03 CR0.5
Fund Name1Y3Y
This FundMotilal Oswal Nifty MidSmall IT and Telecom Index Fund Growth-10.20630
This FundDSP Nifty Midcap 150 Index Fund Growth00
This FundKotak Nifty Smallcap 250 Index Fund Growth0.08480
This FundICICI Prudential Silver ETF Growth177.375262.3597
This FundHDFC Silver ETF Growth175.6558264.7811

Kotak Nifty Smallcap 250 Index Fund Growth 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 0.94. 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 : 0.14%
  • 6 Months : -3.48%
  • 1 Year : 0.08%
  • 3 Years : 0.00%
Returns of Kotak Nifty Smallcap 250 Index Fund Growth are updated daily based on NAV of ₹ 10.749 as on May 19,2026. 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 ₹54 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.