Kotak Nifty Smallcap 50 Index Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak Nifty Smallcap 50 Index Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹250 Cr
N/A
0.93
Nil
Nifty Smallcap 50 Total Return
Kotak Nifty Smallcap 50 Index Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.35 | -1.72 | 6.97 |
| 6M | 17.58 | 1.02 | 37.12 |
| 1Y | 9.61 | 2.54 | 48.30 |
| 3Y | 16.96 | 11.60 | 212.80 |
Portfolio Analysis
- Equity: 100.27%
- Debt: -0.27%
- Others
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 ₹250 Crore. The fund benchmarks its performance against the Nifty Smallcap 50 Total Return while maintaining an expense ratio of 0.93. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund Growth | 0 | 783 CR | 1.13 |
| Nippon India Nifty Auto ETF Growth | 0 | 496 CR | |
| Kotak Nifty Smallcap 50 Index Growth | 0 | 250 CR | 0.93 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,993 CR | 0.35 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Nifty Smallcap 50 Index Fund Growth | 9.9318 | 59.3834 |
| This FundNippon India Nifty Auto ETF Growth | -5.7774 | 59.9892 |
| This FundKotak Nifty Smallcap 50 Index Growth | 9.6063 | 59.9956 |
| This FundAditya Birla Sun Life Silver ETF Growth | 38.7107 | 212.2398 |
| This FundHDFC Silver ETF Growth | 37.9788 | 212.8024 |
Kotak Nifty Smallcap 50 Index Growth FAQs
- 1 Month : -5.35%
- 6 Months : 17.58%
- 1 Year : 9.61%
- 3 Years : 16.96%
