Kotak Nifty Smallcap 250 Index Fund Growth Return

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  • 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)

₹66 Cr

Lock In Period

N/A

Expense Ratio

0.84

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(%)
1M4.40-0.3312.57
6M15.231.8134.99
1Y7.414.43112.75
3Y0.0011.58223.56

Portfolio Analysis

  • Equity: 99.84%
  • Debt: 0.16%
  • Others
As on: 2026-07-31
View allocation % by

1. Gland Pharma Limited0.93%
2. SAI LIFE SCIENCES LIMITED0.84%
3. NEULAND LABORATORIES LTD.0.76%
4. Wockhardt Ltd.0.75%
5. Ami Organics Ltd0.75%
6. ONESOURCE SPECIALTY PHARMA LTD.0.59%
7. Granules India Ltd.0.56%
8. PIRAMAL PHARMA LIMITED0.56%
9. Natco Pharma Ltd0.38%
10. JUBILANT PHARMOVA LIMITED0.35%
11. Syngene International Limited0.34%
12. ERIS LIFESCIENCES LTD0.34%
13. Pfizer Ltd.0.34%
14. SUVEN PHARMACEUTICALS LTD0.32%
15. EMCURE PHARMACEUTICALS LIMITED0.31%
16. CAPLIN POINT LABORATORIES LTD.0.23%
17. CONCORD BIOTECH LTD.0.22%
18. BLUE JET HEALTHCARE LTD0.15%

1. ANGEL ONE LIMITED0.90%
2. Computer Age Management Services Limited0.89%
3. Anand Rathi Wealth Ltd.0.86%
4. TI Financial Holding ltd.0.71%
5. NUVAMA WEALTH MANAGEMENT LIMITED0.65%
6. KFIN TECHNOLOGIES LTD.0.58%
7. JM FINANCIAL LTD.0.22%

1. PIRAMAL FINANCE LTD1.15%
2. Manappuram Finance Ltd.0.95%
3. POONAWALLA FINCORP LIMITED0.77%
4. India Infoline Ltd0.66%
5. Five Star Business Finance Ltd0.49%
6. CAPRI GLOBAL CAPITAL LTD0.42%
7. SBFC FINANCE LTD0.17%

1. KARUR VYSYA BANK LTD.1.50%
2. RBL BANK LTD.1.08%
3. CITY UNION BANK LTD.0.92%
4. BANDHAN BANK LIMITED0.74%
5. JAMMU KASHMIR BANK LTD0.32%

1. KRISHNA INSTITUTE OF MEDICAL0.97%
2. ASTER DM HEALTHCARE LTD0.97%
3. DR.Lal Pathlabs Ltd0.69%
4. Narayana Hrudalaya Ltd0.65%
5. RAINBOW CHILDRENS MEDICARE LTD0.35%
6. VIJAYA DIAGNOSTIC CENTRE PVT0.31%

1. PNB HOUSING FINANCE LTD.0.92%
2. Indiabulls Housing Finance Ltd.0.58%
3. HOME FIRST FINANCE CO INDIA0.53%
4. APTUS VALUE HOUSING FINANCE0.43%
5. CAN FIN HOMES LTD.0.32%
6. Aavas Financiers Ltd0.25%
7. AADHAR HOUSING FINANCE LIMITED0.25%

1. TATA TECHNOLOGIES LTD0.60%
2. Cyient Ltd.0.33%
3. Intellect Design Arena Ltd0.30%
4. Sonata Software Ltd.0.29%
5. ZENSAR TECHNOLGIES LTD.0.27%
6. TBO TEK LIMITED0.24%
7. Birlasoft LImited0.23%
8. NEWGEN SOFTWARE TECHNOLOGIES LTD.0.16%
9. PINE LABS LTD.0.14%
10. C.E. INFO SYSTEMS LTD.0.10%

1. Sona BLW Precision Forgings Ltd1.60%
2. RAMKRISHNA FORGINGS LTD.0.31%
3. CIE AUTOMOTIVE INDIA LTD.0.24%

1. SAGILITY INDIA LTD.0.46%
2. FIRSTSOURCE SOLUTIONS LTD.0.44%
3. INVENTURUS KNOWLEDGE SOLUTIONS LTD.0.44%
4. NETWEB TECHNOLOGIES INDIA LTD.0.40%
5. ECLERX SERVICES LTD.0.35%

1. ATHER ENERGY LTD1.12%
2. AMARA RAJA ENERGY MOB LTD.0.52%
3. HBL ENGINEERING LTD.0.38%

1. DELHIVERY LTD1.25%
2. AEGIS LOGISTICS LTD0.75%

1. Zee Entertainment Enterprises Ltd0.49%
2. Affle (India) Ltd.0.47%
3. PVR LTD.0.37%
4. Sun TV Network Limited0.23%
5. Saregama India Ltd.0.18%
6. Latent View Analytics Ltd0.11%
7. PRIME FOCUS LTD0.09%

1. CRAFTSMAN AUTOMATION LTD0.67%
2. PTC INDUSTRIES LTD.0.50%
3. Engineers India Ltd0.28%
4. Ircon International Ltd0.19%
5. Tega Industries Ltd.0.11%

1. Central Depository Services (India) Ltd1.10%
2. INDEGENE LTD.0.25%
3. URBAN COMPANY LTD.0.20%
4. INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.0.17%

1. NBCC (India) Ltd0.46%
2. IRB INFRASTRUCTURE DEVELOPERS LTD0.36%
3. CEMINDIA PROJECTS LTD0.35%
4. NCC Limited0.26%
5. AFCONS INFRASTRUCTURE LTD.0.20%

1. CESC Ltd.0.48%
2. Jaiprakash Power Ventures Ltd.0.41%
3. NAVA LTD.0.36%
4. Reliance Power Ltd.0.32%

1. BRIGADE ENTERPRISES LIMITED0.50%
2. Anant Raj Industries Ltd.0.44%
3. Sobha Developers Ltd.0.28%
4. SWAN ENERGY LTD0.20%
5. SIGNATURE GLOBAL LTD0.15%

1. EIH Ltd.0.30%
2. CHALET HOTELS LTD.0.27%
3. LEMON TREE HOTELS LTD0.25%
4. DEVYANI INTERNATIONAL LIMITED0.23%
5. Sapphire Foods India Ltd.0.20%
6. SCHLOSS BANGALORE LTD.0.19%
7. TRAVEL FOOD SERVICES LTD0.11%

1. Crompton Greaves Consumer Electricals Limited0.78%
2. Amber Enterprises India Ltd0.75%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED0.68%
2. ACME SOLAR HOLDINGS LTD.0.34%
3. KEC INTERNATIONAL LTD.0.28%
4. TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED0.15%

1. INOX WIND LIMITED0.35%
2. TRIVENI TURBINE LTD.0.33%
3. JYOTI CNC AUTOMATION LTD0.32%
4. Techno Electric & Engineering Company Limited0.23%
5. ELECON ENGINEERING CO LTD.0.17%

1. Deepak Fertilizers & Petrochemicals Corp. Ltd.0.48%
2. Chambal Fertilisers & Chemicals Ltd.0.30%
3. PARADEEP PHOSPHATES LTD.0.30%
4. FERTILISERS AND CHEMICALS TRAVANCORE LTD.0.24%

1. Data Patterns (India) Ltd.0.60%
2. GARDEN REACH SHIPBUILDERS & ENGINEERS LTD0.35%
3. ZEN TECHNOLOGIES LTD0.35%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.29%

1. Welspun Corp Limited1.00%
2. JINDAL SAW LTD0.28%

1. HFCL LTD0.92%
2. Tejas Networks Ltd0.20%
3. ITI LTD.0.12%

1. Motherson Sumi Wiring India Limited0.48%
2. R R KABEL LTD0.40%
3. Finolex Cables Ltd.0.35%

1. CarTrade Tech Ltd0.53%
2. MEESHO LTD.0.47%
3. BRAINBEES SOLUTIONS LIMITED0.22%

1. Star Health and Allied Insurance Ltd.0.65%
2. GO DIGIT GENERAL INSURANCE LTD.0.28%
3. NIVA BUPA HEALTH INSURANCE COMPANY LTD.0.25%

1. HIMADRI SPECIALITY CHEMICAL LTD.0.82%
2. PCBL LTD0.26%

1. KAYNES TECHNOLOGY LTD0.55%
2. SYRMA SGS TECHNOLOGY LTD0.49%

1. Atul Ltd.0.50%
2. SUMITOMO CHEMICAL INDIA LTD.0.29%
3. Bayer Crop Science Ltd0.25%
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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 ₹66 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 0.84. 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
Mirae Asset BSE Select IPO ETF Growth022 CR0.48
Motilal Oswal Nifty Alpha 50 ETF Growth07 CR0.9
Kotak Nifty Smallcap 250 Index Fund Growth065 CR0.84
ICICI Prudential Silver ETF Growth013,700 CR0.4
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundMirae Asset BSE Select IPO ETF Growth-1.72090
This FundMotilal Oswal Nifty Alpha 50 ETF Growth9.91570
This FundKotak Nifty Smallcap 250 Index Fund Growth7.40940
This FundICICI Prudential Silver ETF Growth112.5018223.0906
This FundHDFC Silver ETF Growth111.1823223.5552

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 0.84. 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 : 4.40%
  • 6 Months : 15.23%
  • 1 Year : 7.41%
  • 3 Years : 0.00%
Returns of Kotak Nifty Smallcap 250 Index Fund Growth are updated daily based on NAV of ₹ 11.84 as on Aug 25,2026. 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 ₹66 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.