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Kotak Nifty Smallcap 50 Index Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Nifty Smallcap 50 Index Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹200 Cr

Lock In Period

N/A

Expense Ratio

0.78

Exit Load

Nil

Benchmark

Nifty Smallcap 50 Total Return

Summary

Kotak Nifty Smallcap 50 Index Growth NAV is ₹20.67 as of 29 May, 2026. Kotak Nifty Smallcap 50 Index Growth has delivered 93.32% returns since its launch. The minimum SIP investment amount in Kotak Nifty Smallcap 50 Index Growth is ₹100. The AUM of Kotak Nifty Smallcap 50 Index Growth is ₹200 Cr. The expense ratio of the fund is 0.78%, and its benchmark is Nifty Smallcap 50 Total Return. The current exit load of the fund is Nil. In the last 1M months, Kotak Nifty Smallcap 50 Index Growth has delivered 3.27% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.27-0.9812.84
6M3.130.4459.61
1Y5.663.12164.97
3Y24.5711.17258.80

Portfolio Analysis

  • Equity: 100.01%
  • Debt: -0.01%
  • Others
As on: 2026-04-30
View allocation % by

1. SAI LIFE SCIENCES LIMITED2.02%
2. Gland Pharma Limited1.92%
3. NEULAND LABORATORIES LTD.1.78%
4. Wockhardt Ltd.1.58%
5. PIRAMAL PHARMA LIMITED1.38%
6. Natco Pharma Ltd1.35%
7. Syngene International Limited1.22%
8. SUVEN PHARMACEUTICALS LTD1.08%

1. KARUR VYSYA BANK LTD.3.81%
2. RBL BANK LTD.2.79%
3. CITY UNION BANK LTD.2.68%
4. BANDHAN BANK LIMITED2.45%

1. ANGEL ONE LIMITED2.75%
2. Computer Age Management Services Limited2.44%
3. TI Financial Holding ltd.2.12%
4. Anand Rathi Wealth Ltd.2.11%
5. KFIN TECHNOLOGIES LTD.1.64%

1. PIRAMAL FINANCE LTD3.30%
2. Manappuram Finance Ltd.2.22%
3. POONAWALLA FINCORP LIMITED2.04%
4. India Infoline Ltd1.47%
5. Five Star Business Finance Ltd1.28%

1. ASTER DM HEALTHCARE LTD2.44%
2. Narayana Hrudalaya Ltd1.68%
3. DR.Lal Pathlabs Ltd1.46%

1. Crompton Greaves Consumer Electricals Limited2.41%
2. Amber Enterprises India Ltd2.40%

1. DELHIVERY LTD3.59%
2. AEGIS LOGISTICS LTD1.21%

1. Sona BLW Precision Forgings Ltd3.74%

1. NAVIN FLUORINE INTERNATIONAL LTD.3.45%

1. Central Depository Services (India) Ltd3.12%

1. CESC Ltd.1.63%
2. Reliance Power Ltd.1.13%

1. PNB HOUSING FINANCE LTD.2.70%

1. HINDUSTAN COPPER LTD.2.41%

1. Welspun Corp Limited2.28%

1. HIMADRI SPECIALITY CHEMICAL LTD.1.96%

1. Redington (India) Ltd.1.76%

1. Tata Chemicals Ltd.1.74%

1. KAYNES TECHNOLOGY LTD1.74%

1. Indraprastha Gas Ltd.1.60%

1. AMARA RAJA ENERGY MOB LTD.1.47%

1. TATA TECHNOLOGIES LTD1.37%

1. INOX WIND LIMITED1.34%

1. NBCC (India) Ltd1.30%

1. Affle (India) Ltd.1.24%

1. Castrol (India) Ltd.1.23%

1. PG ELECTROPLAST LTD1.18%

About Fund Kotak Nifty Smallcap 50 Index Growth

Kotak Nifty Smallcap 50 Index Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹200 Crore. The fund benchmarks its performance against the Nifty Smallcap 50 Total Return while maintaining an expense ratio of 0.78. 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
ICICI Prudential Bharat 22 ETF Growth010786.89 CR0.07
Axis Nifty Smallcap 50 Index Fund Growth0615.46 CR1.05
Kotak Nifty Smallcap 50 Index Growth0200.08 CR0.78
ICICI Prudential Silver ETF Growth014714.8 CR0.4
HDFC Silver ETF Growth07649.03 CR0.5
Fund Name1Y3Y
This FundICICI Prudential Bharat 22 ETF Growth11.342892.2457
This FundAxis Nifty Smallcap 50 Index Fund Growth5.871692.9993
This FundKotak Nifty Smallcap 50 Index Growth5.658693.3221
This FundICICI Prudential Silver ETF Growth164.8007258.4333
This FundHDFC Silver ETF Growth163.2377258.8039

Kotak Nifty Smallcap 50 Index Growth FAQs

Kotak Nifty Smallcap 50 Index 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 50 Index Growth is 0.78. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty Smallcap 50 Index Growth’s fund performance is as follows:
  • 1 Month : 3.27%
  • 6 Months : 3.13%
  • 1 Year : 5.66%
  • 3 Years : 24.57%
Returns of Kotak Nifty Smallcap 50 Index Growth are updated daily based on NAV of ₹ 20.67 as on May 27,2026. Since inception, the return has been 93.32%.

You can invest in Kotak Nifty Smallcap 50 Index 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 50 Index Growth is ₹200 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Smallcap 50 Index Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.