Kotak Nifty Smallcap 50 Index Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹260 Cr

Lock In Period

N/A

Expense Ratio

0.92

Exit Load

Nil

Benchmark

Nifty Smallcap 50 Total Return

Kotak Nifty Smallcap 50 Index Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.62-2.2012.64
6M5.33-0.4521.70
1Y3.851.2840.37
3Y14.499.78179.43

Portfolio Analysis

  • Equity: 98.62%
  • Debt: 1.38%
  • Others
As on: 2026-09-30
View allocation % by

1. Gland Pharma Limited2.73%
2. SAI LIFE SCIENCES LIMITED2.50%
3. NEULAND LABORATORIES LTD.2.18%
4. Ami Organics Ltd2.11%
5. Wockhardt Ltd.2.07%
6. PIRAMAL PHARMA LIMITED1.52%
7. ONESOURCE SPECIALTY PHARMA LTD.1.48%
8. Natco Pharma Ltd0.88%
9. Syngene International Limited0.82%

1. KARUR VYSYA BANK LTD.3.63%
2. RBL BANK LTD.2.96%
3. CITY UNION BANK LTD.2.58%
4. BANDHAN BANK LIMITED2.08%

1. Anand Rathi Wealth Ltd.2.29%
2. ANGEL ONE LIMITED2.12%
3. Computer Age Management Services Limited1.91%
4. KFIN TECHNOLOGIES LTD.1.33%

1. Manappuram Finance Ltd.2.05%
2. POONAWALLA FINCORP LIMITED1.87%
3. India Infoline Ltd1.66%

1. DELHIVERY LTD2.92%
2. AEGIS LOGISTICS LTD2.05%

1. ATHER ENERGY LTD3.35%
2. AMARA RAJA ENERGY MOB LTD.1.09%

1. Sona BLW Precision Forgings Ltd4.42%

1. Welspun Corp Limited4.21%

1. TATA TECHNOLOGIES LTD1.44%
2. Tata Elxsi Ltd.1.32%
3. KPIT Technologies Ltd.0.89%

1. NAVIN FLUORINE INTERNATIONAL LTD.3.59%

1. Amber Enterprises India Ltd1.73%
2. Crompton Greaves Consumer Electricals Limited1.59%

1. TD POWER SYSTEMS LTD.2.22%
2. INOX WIND LIMITED0.79%

1. Redington (India) Ltd.2.86%

1. Central Depository Services (India) Ltd2.66%

1. PNB HOUSING FINANCE LTD.2.49%

1. Kirloskar Oil Engines Ltd.2.38%

1. MTAR TECHNOLOGIES LIMITED1.92%

1. The Great Eastern Shipping Company Ltd.1.91%

1. HIMADRI SPECIALITY CHEMICAL LTD.1.89%

1. DR.Lal Pathlabs Ltd1.83%

1. Apollo Tyres Ltd.1.62%

1. KAYNES TECHNOLOGY LTD1.30%

1. Indraprastha Gas Ltd.1.21%

1. Affle (India) Ltd.1.13%

1. Tata Chemicals Ltd.1.13%
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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 ₹260 Crore. The fund benchmarks its performance against the Nifty Smallcap 50 Total Return while maintaining an expense ratio of 0.92. 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 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 0.92. 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 : -7.62%
  • 6 Months : 5.33%
  • 1 Year : 3.85%
  • 3 Years : 14.49%
Returns of Kotak Nifty Smallcap 50 Index Growth are updated daily based on NAV of ₹ 20.286 as on Oct 23,2026. Since inception, the return has been 50.06%.

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 ₹260 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.
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