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Kotak Nifty Smallcap 250 Index Fund Growth Return

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  • 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)

₹57 Cr

Lock In Period

N/A

Expense Ratio

0.63

Exit Load

Nil

Benchmark

Nifty Smallcap 250 Total Return

Summary

Kotak Nifty Smallcap 250 Index Fund Growth NAV is ₹11.512 as of 25 Jun, 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 ₹57 Cr. The expense ratio of the fund is 0.63%, 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 6.29% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.29-0.3210.26
6M7.721.3136.80
1Y5.063.95112.87
3Y0.0012.12210.10

Portfolio Analysis

  • Equity: 99.90%
  • Debt: 0.10%
  • Others
As on: 2026-05-31
View allocation % by

1. Gland Pharma Limited0.88%
2. JB Chemicals & Pharmaceuticals Ltd.0.88%
3. Wockhardt Ltd.0.83%
4. Ami Organics Ltd0.80%
5. SAI LIFE SCIENCES LIMITED0.79%
6. NEULAND LABORATORIES LTD.0.73%
7. Granules India Ltd.0.55%
8. PIRAMAL PHARMA LIMITED0.53%
9. ONESOURCE SPECIALTY PHARMA LTD.0.50%
10. Natco Pharma Ltd0.45%
11. Syngene International Limited0.41%
12. JUBILANT PHARMOVA LIMITED0.40%
13. ERIS LIFESCIENCES LTD0.38%
14. SUVEN PHARMACEUTICALS LTD0.35%
15. Pfizer Ltd.0.34%
16. EMCURE PHARMACEUTICALS LIMITED0.29%
17. CAPLIN POINT LABORATORIES LTD.0.20%
18. CONCORD BIOTECH LTD.0.17%
19. BLUE JET HEALTHCARE LTD0.08%

1. ANGEL ONE LIMITED1.08%
2. Computer Age Management Services Limited0.94%
3. TI Financial Holding ltd.0.77%
4. Anand Rathi Wealth Ltd.0.73%
5. NUVAMA WEALTH MANAGEMENT LIMITED0.59%
6. KFIN TECHNOLOGIES LTD.0.56%
7. JM FINANCIAL LTD.0.25%

1. KARUR VYSYA BANK LTD.1.35%
2. RBL BANK LTD.1.03%
3. BANDHAN BANK LIMITED0.92%
4. CITY UNION BANK LTD.0.91%
5. JAMMU KASHMIR BANK LTD0.31%

1. PIRAMAL FINANCE LTD1.14%
2. Manappuram Finance Ltd.0.88%
3. POONAWALLA FINCORP LIMITED0.67%
4. India Infoline Ltd0.54%
5. Five Star Business Finance Ltd0.43%
6. CAPRI GLOBAL CAPITAL LTD0.38%
7. SBFC FINANCE LTD0.19%

1. KRISHNA INSTITUTE OF MEDICAL0.93%
2. ASTER DM HEALTHCARE LTD0.91%
3. Narayana Hrudalaya Ltd0.65%
4. DR.Lal Pathlabs Ltd0.62%
5. RAINBOW CHILDRENS MEDICARE LTD0.34%
6. VIJAYA DIAGNOSTIC CENTRE PVT0.32%

1. PNB HOUSING FINANCE LTD.0.96%
2. Indiabulls Housing Finance Ltd.0.67%
3. HOME FIRST FINANCE CO INDIA0.48%
4. APTUS VALUE HOUSING FINANCE0.46%
5. CAN FIN HOMES LTD.0.35%
6. Aavas Financiers Ltd0.26%
7. AADHAR HOUSING FINANCE LIMITED0.25%

1. TATA TECHNOLOGIES LTD0.60%
2. Cyient Ltd.0.38%
3. Intellect Design Arena Ltd0.31%
4. ZENSAR TECHNOLGIES LTD.0.28%
5. Birlasoft LImited0.26%
6. Sonata Software Ltd.0.25%
7. TBO TEK LIMITED0.21%
8. NEWGEN SOFTWARE TECHNOLOGIES LTD.0.14%
9. PINE LABS LTD.0.13%
10. C.E. INFO SYSTEMS LTD.0.07%

1. SAGILITY INDIA LTD.0.47%
2. FIRSTSOURCE SOLUTIONS LTD.0.41%
3. INVENTURUS KNOWLEDGE SOLUTIONS LTD.0.41%
4. NETWEB TECHNOLOGIES INDIA LTD.0.38%
5. ECLERX SERVICES LTD.0.31%

1. Sona BLW Precision Forgings Ltd1.34%
2. RAMKRISHNA FORGINGS LTD.0.29%
3. CIE AUTOMOTIVE INDIA LTD.0.28%

1. ATHER ENERGY LTD0.91%
2. AMARA RAJA ENERGY MOB LTD.0.54%
3. HBL ENGINEERING LTD.0.46%

1. CESC Ltd.0.57%
2. Jaiprakash Power Ventures Ltd.0.53%
3. NAVA LTD.0.41%
4. Reliance Power Ltd.0.39%

1. NBCC (India) Ltd0.51%
2. IRB INFRASTRUCTURE DEVELOPERS LTD0.41%
3. NCC Limited0.31%
4. ITD Cementation India Ltd.0.29%
5. AFCONS INFRASTRUCTURE LTD.0.26%

1. Central Depository Services (India) Ltd1.09%
2. INDEGENE LTD.0.27%
3. URBAN COMPANY LTD.0.20%
4. INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.0.19%

1. Affle (India) Ltd.0.46%
2. Zee Entertainment Enterprises Ltd0.42%
3. PVR LTD.0.34%
4. Sun TV Network Limited0.24%
5. Saregama India Ltd.0.15%
6. Latent View Analytics Ltd0.12%

1. DELHIVERY LTD1.25%
2. AEGIS LOGISTICS LTD0.46%

1. Crompton Greaves Consumer Electricals Limited0.89%
2. Amber Enterprises India Ltd0.82%

1. CRAFTSMAN AUTOMATION LTD0.55%
2. PTC INDUSTRIES LTD.0.48%
3. Engineers India Ltd0.31%
4. Ircon International Ltd0.22%
5. Tega Industries Ltd.0.15%

1. INOX WIND LIMITED0.44%
2. TRIVENI TURBINE LTD.0.42%
3. Techno Electric & Engineering Company Limited0.27%
4. JYOTI CNC AUTOMATION LTD0.25%
5. ELECON ENGINEERING CO LTD.0.22%

1. EIH Ltd.0.29%
2. CHALET HOTELS LTD.0.28%
3. LEMON TREE HOTELS LTD0.28%
4. DEVYANI INTERNATIONAL LIMITED0.23%
5. Sapphire Foods India Ltd.0.21%
6. SCHLOSS BANGALORE LTD.0.16%
7. TRAVEL FOOD SERVICES LTD0.11%

1. BRIGADE ENTERPRISES LIMITED0.45%
2. Anant Raj Industries Ltd.0.39%
3. Sobha Developers Ltd.0.31%
4. SWAN ENERGY LTD0.23%
5. SIGNATURE GLOBAL LTD0.17%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED0.73%
2. KEC INTERNATIONAL LTD.0.32%
3. TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED0.17%
4. ACME SOLAR HOLDINGS LTD.0.15%

1. Deepak Fertilizers & Petrochemicals Corp. Ltd.0.47%
2. Chambal Fertilisers & Chemicals Ltd.0.35%
3. PARADEEP PHOSPHATES LTD.0.27%
4. FERTILISERS AND CHEMICALS TRAVANCORE LTD.0.27%

1. Data Patterns (India) Ltd.0.59%
2. GARDEN REACH SHIPBUILDERS & ENGINEERS LTD0.38%
3. ZEN TECHNOLOGIES LTD0.38%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.29%

1. HFCL LTD0.91%
2. Tejas Networks Ltd0.21%
3. ITI LTD.0.14%

1. Motherson Sumi Wiring India Limited0.49%
2. Finolex Cables Ltd.0.42%
3. R R KABEL LTD0.33%

1. Star Health and Allied Insurance Ltd.0.61%
2. GO DIGIT GENERAL INSURANCE LTD.0.36%
3. NIVA BUPA HEALTH INSURANCE COMPANY LTD.0.25%

1. Welspun Corp Limited0.89%
2. JINDAL SAW LTD0.28%

1. Atul Ltd.0.54%
2. SUMITOMO CHEMICAL INDIA LTD.0.30%
3. Bayer Crop Science Ltd0.28%

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 ₹57 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
Tata Nifty Financial Services Index Fund Growth068.75 CR1.01
Angel One Nifty 50 Index Fund Growth032.25 CR0.7
Kotak Nifty Smallcap 250 Index Fund Growth057.02 CR0.63
Axis Silver ETF Growth02163.42 CR0.42
ICICI Prudential Silver ETF Growth015985.7 CR0.4
Fund Name1Y3Y
This FundTata Nifty Financial Services Index Fund Growth0.54990
This FundAngel One Nifty 50 Index Fund Growth-2.66950
This FundKotak Nifty Smallcap 250 Index Fund Growth5.05750
This FundAxis Silver ETF Growth112.081210.0735
This FundICICI Prudential Silver ETF Growth112.7587210.1002

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 0.63. 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 : 6.29%
  • 6 Months : 7.72%
  • 1 Year : 5.06%
  • 3 Years : 0.00%
Returns of Kotak Nifty Smallcap 250 Index Fund Growth are updated daily based on NAV of ₹ 11.512 as on Jun 22,2026. 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 ₹57 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.