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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹170 Cr

Lock In Period

N/A

Expense Ratio

0.78

Benchmark

Nifty Smallcap 50 Total Return

Exit Load

Nil

Summary

Latest details for Kotak Nifty Smallcap 50 Index Growth include a ₹19.644 NAV as of Apr 24,2026 and returns since inception of 95.81%. Minimum investments start at SIP ₹100. The Kotak Nifty Smallcap 50 Index Growth AUM is ₹170 Cr, with a lock-in of N/A years, expense ratio of 0.78%, and benchmark Nifty Smallcap 50 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 16.51% returns, against a category average of 0.58% and a category best of 22.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M16.510.5822.18
6M-2.650.6760.63
1Y4.273.88144.89
3Y25.1112.39211.53

Portfolio Analysis

  • Equity: 99.54%
  • Debt: 0.46%
  • Others
As on: 2026-03-31
View allocation % by

1. Gland Pharma Limited2.18%
2. SAI LIFE SCIENCES LIMITED2.16%
3. NEULAND LABORATORIES LTD.1.68%
4. Wockhardt Ltd.1.57%
5. Natco Pharma Ltd1.41%
6. PIRAMAL PHARMA LIMITED1.37%
7. Syngene International Limited1.20%
8. SUVEN PHARMACEUTICALS LTD0.79%

1. KARUR VYSYA BANK LTD.4.42%
2. RBL BANK LTD.2.83%
3. City Union Bank Ltd.2.80%
4. BANDHAN BANK LIMITED2.04%

1. Computer Age Management Services Limited2.43%
2. ANGEL ONE LIMITED2.38%
3. TI Financial Holding ltd.2.19%
4. Anand Rathi Wealth Ltd.2.09%
5. KFIN TECHNOLOGIES LTD.1.89%

1. PIRAMAL FINANCE LTD3.57%
2. Manappuram Finance Ltd.2.23%
3. POONAWALLA FINCORP LIMITED1.72%
4. India Infoline Ltd1.62%
5. Five Star Business Finance Ltd1.11%

1. ASTER DM HEALTHCARE LTD2.74%
2. Narayana Hrudalaya Ltd1.79%
3. DR.Lal Pathlabs Ltd1.65%

1. DELHIVERY LTD3.76%
2. AEGIS LOGISTICS LTD1.21%

1. Crompton Greaves Consumer Electricals Limited2.32%
2. Amber Enterprises India Ltd2.31%

1. NAVIN FLUORINE INTERNATIONAL LTD.3.66%

1. Sona BLW Precision Forgings Ltd3.49%

1. Central Depository Services (India) Ltd3.22%

1. CESC Ltd.1.53%
2. Reliance Power Ltd.0.95%

1. HINDUSTAN COPPER LTD.2.41%

1. PNB HOUSING FINANCE LTD.2.29%

1. Redington (India) Ltd.1.92%

1. KAYNES TECHNOLOGY LTD1.73%

1. Welspun Corp Limited1.72%

1. HIMADRI SPECIALITY CHEMICAL LTD.1.68%

1. Indraprastha Gas Ltd.1.65%

1. Affle (India) Ltd.1.49%

1. Tata Chemicals Ltd.1.48%

1. TATA TECHNOLOGIES LTD1.41%

1. Castrol (India) Ltd.1.35%

1. AMARA RAJA ENERGY MOB LTD.1.33%

1. NBCC (India) Ltd1.30%

1. PG ELECTROPLAST LTD1.22%

1. INOX WIND LIMITED1.18%

1. KEC INTERNATIONAL LTD.1.07%

About Fund

Kotak Nifty Smallcap 50 Index Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹170 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
This FundICICI Prudential Nifty Financial Services Ex-BaNk ETF Growth0243.35 CR0.2
This FundMotilal Oswal BSE Healthcare ETF Growth040.68 CR0.24
This FundKotak Nifty Smallcap 50 Index Growth0170.15 CR0.78
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundICICI Prudential Nifty Financial Services Ex-BaNk ETF Growth10.996194.2699
This FundMotilal Oswal BSE Healthcare ETF Growth3.878695.3992
This FundKotak Nifty Smallcap 50 Index Growth4.26595.8069
This FundKotak Silver ETF Growth144.2775210.7028
This FundICICI Prudential Silver ETF Growth144.8727211.5326

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 : 16.51%
  • 6 Months : -2.65%
  • 1 Year : 4.27%
  • 3 Years : 25.11%
Returns of Kotak Nifty Smallcap 50 Index Growth are updated daily based on NAV of ₹ 19.644 as on Apr 24,2026. Since inception, the return has been 95.81%.

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 ₹170 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.
Min Inv Amount: ₹500