Kotak Nifty Smallcap 250 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹87 Cr

Lock In Period

N/A

Expense Ratio

0.87

Exit Load

Nil

Benchmark

Nifty Smallcap 250 Total Return

Kotak Nifty Smallcap 250 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.83-1.0818.10
6M-0.020.4421.70
1Y-4.132.2336.06
3Y0.009.28173.67

Portfolio Analysis

  • Equity: 99.07%
  • Debt: -0.39%
  • Others
As on: 2026-09-30
View allocation % by

1. Gland Pharma Limited1.04%
2. SAI LIFE SCIENCES LIMITED0.95%
3. NEULAND LABORATORIES LTD.0.83%
4. Wockhardt Ltd.0.78%
5. Ami Organics Ltd0.76%
6. PIRAMAL PHARMA LIMITED0.58%
7. Granules India Ltd.0.56%
8. ONESOURCE SPECIALTY PHARMA LTD.0.54%
9. EMCURE PHARMACEUTICALS LIMITED0.36%
10. Natco Pharma Ltd0.33%
11. SUVEN PHARMACEUTICALS LTD0.32%
12. Syngene International Limited0.31%
13. RUBICON RESEARCH LIMITED0.26%
14. CAPLIN POINT LABORATORIES LTD.0.24%
15. CONCORD BIOTECH LTD.0.20%

1. KARUR VYSYA BANK LTD.1.38%
2. RBL BANK LTD.1.12%
3. CITY UNION BANK LTD.0.98%
4. BANDHAN BANK LIMITED0.79%
5. JAMMU KASHMIR BANK LTD0.28%

1. Anand Rathi Wealth Ltd.0.87%
2. ANGEL ONE LIMITED0.80%
3. Computer Age Management Services Limited0.72%
4. TI Financial Holding ltd.0.62%
5. NUVAMA WEALTH MANAGEMENT LIMITED0.60%
6. KFIN TECHNOLOGIES LTD.0.50%
7. JM FINANCIAL LTD.0.22%

1. Sansera Engineering Ltd0.92%
2. CRAFTSMAN AUTOMATION LTD0.71%
3. PTC INDUSTRIES LTD.0.60%
4. AZAD ENGINEERING LTD0.39%
5. Engineers India Ltd0.38%
6. INOX INDIA LTD0.21%
7. Ircon International Ltd0.17%
8. Tega Industries Ltd.0.16%

1. TATA TECHNOLOGIES LTD0.55%
2. Tata Elxsi Ltd.0.49%
3. PINE LABS LTD.0.43%
4. Cyient Ltd.0.39%
5. KPIT Technologies Ltd.0.38%
6. TBO TEK LIMITED0.26%
7. Intellect Design Arena Ltd0.25%
8. ZENSAR TECHNOLGIES LTD.0.22%
9. Birlasoft LImited0.20%
10. Tata Telecom Ltd.0.17%
11. FRACTAL ANALYTICS LTD.0.17%

1. Manappuram Finance Ltd.0.78%
2. POONAWALLA FINCORP LIMITED0.71%
3. India Infoline Ltd0.63%
4. Five Star Business Finance Ltd0.45%
5. CAPRI GLOBAL CAPITAL LTD0.43%

1. PNB HOUSING FINANCE LTD.0.95%
2. HOME FIRST FINANCE CO INDIA0.48%
3. Indiabulls Housing Finance Ltd.0.47%
4. APTUS VALUE HOUSING FINANCE0.38%
5. CAN FIN HOMES LTD.0.27%
6. Aavas Financiers Ltd0.22%
7. AADHAR HOUSING FINANCE LIMITED0.21%

1. TD POWER SYSTEMS LTD.0.82%
2. JYOTI CNC AUTOMATION LTD0.40%
3. INOX WIND LIMITED0.30%
4. TRIVENI TURBINE LTD.0.28%
5. Techno Electric & Engineering Company Limited0.23%
6. ELECON ENGINEERING CO LTD.0.18%

1. Sona BLW Precision Forgings Ltd1.67%
2. RAMKRISHNA FORGINGS LTD.0.32%
3. CIE AUTOMOTIVE INDIA LTD.0.22%

1. KRISHNA INSTITUTE OF MEDICAL0.89%
2. DR.Lal Pathlabs Ltd0.70%
3. VIJAYA DIAGNOSTIC CENTRE PVT0.32%
4. RAINBOW CHILDRENS MEDICARE LTD0.29%

1. ATHER ENERGY LTD1.21%
2. AMARA RAJA ENERGY MOB LTD.0.41%
3. HBL ENGINEERING LTD.0.40%

1. MTAR TECHNOLOGIES LIMITED0.75%
2. Data Patterns (India) Ltd.0.58%
3. ZEN TECHNOLOGIES LTD0.33%
4. GARDEN REACH SHIPBUILDERS & ENGINEERS LTD0.29%

1. CESC Ltd.0.38%
2. NAVA LTD.0.35%
3. Jaiprakash Power Ventures Ltd.0.33%
4. Reliance Power Ltd.0.26%
5. TALWANDI SABO POWER LTD.0.25%
6. SJVN Limited0.19%
7. CLEAN MAX ENVIRO ENERGY SOLUTIONS LTD.0.19%

1. SAGILITY INDIA LTD.0.44%
2. INVENTURUS KNOWLEDGE SOLUTIONS LTD.0.41%
3. NETWEB TECHNOLOGIES INDIA LTD.0.40%
4. FIRSTSOURCE SOLUTIONS LTD.0.36%
5. ECLERX SERVICES LTD.0.33%

1. Welspun Corp Limited1.60%
2. JINDAL SAW LTD0.29%

1. DELHIVERY LTD1.11%
2. AEGIS LOGISTICS LTD0.78%

1. CUPID LTD.0.96%
2. Emami Ltd.0.33%
3. HONASA CONSUMER LTD.0.29%
4. Gillette India Ltd.0.26%

1. Affle (India) Ltd.0.43%
2. PVR LTD.0.40%
3. Zee Entertainment Enterprises Ltd0.31%
4. Sun TV Network Limited0.27%
5. PRIME FOCUS LTD0.14%

1. Central Depository Services (India) Ltd1.01%
2. URBAN COMPANY LTD.0.25%
3. INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.0.14%
4. CENTRAL MINE PLANNING & DESIGN INSTITUTE LTD.0.10%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED0.70%
2. ACME SOLAR HOLDINGS LTD.0.40%
3. KEC INTERNATIONAL LTD.0.22%
4. TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED0.13%

1. BRIGADE ENTERPRISES LIMITED0.48%
2. Anant Raj Industries Ltd.0.41%
3. Sobha Developers Ltd.0.24%
4. SWAN ENERGY LTD0.18%
5. SIGNATURE GLOBAL LTD0.13%

1. NBCC (India) Ltd0.36%
2. IRB INFRASTRUCTURE DEVELOPERS LTD0.31%
3. CEMINDIA PROJECTS LTD0.30%
4. NCC Limited0.23%
5. AFCONS INFRASTRUCTURE LTD.0.17%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.36%

1. HFCL LTD1.02%
2. Tejas Networks Ltd0.18%
3. ITI LTD.0.11%

1. Finolex Cables Ltd.0.49%
2. Motherson Sumi Wiring India Limited0.39%
3. R R KABEL LTD0.38%

1. Amber Enterprises India Ltd0.65%
2. Crompton Greaves Consumer Electricals Limited0.60%

1. Aarti Industries Ltd.0.44%
2. Aether Industries Ltd.0.26%
3. PRIVI SPECIALITY CHEMICALS LTD.0.22%
4. CLEAN SCIENCE AND TECHNOLOGY LTD0.17%
5. ANUPAM RASAYAN INDIA LTD.0.16%

1. The Ramco Cements Ltd0.48%
2. ACC Ltd.0.33%
3. JSW CEMENT LTD0.16%
4. NUVOCO VISTAS CORPORATION LTD.0.15%
5. INDIA CEMENTS LTD.0.09%

1. STERLITE TECHNOLOGIES LIMITED.1.17%

1. Redington (India) Ltd.1.08%
2. MMTC LTD0.04%

1. SYRMA SGS TECHNOLOGY LTD0.62%
2. KAYNES TECHNOLOGY LTD0.49%

1. Apollo Tyres Ltd.0.60%
2. CEAT Ltd.0.31%
3. JK Tyre & Industries Ltd.0.19%
No Data Found
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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 ₹87 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 0.87. 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.

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 0.87. 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 : -5.83%
  • 6 Months : -0.02%
  • 1 Year : -4.13%
  • 3 Years : 0.00%
Returns of Kotak Nifty Smallcap 250 Index Fund Growth are updated daily based on NAV of ₹ 10.793 as on Oct 30,2026. 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 ₹87 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.
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