Kotak Nifty Smallcap 50 Index Growth Return

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  • 1Y
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  • 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)

₹229 Cr

Lock In Period

N/A

Expense Ratio

0.91

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(%)
1M3.72-0.8310.35
6M18.310.9837.80
1Y15.463.42100.87
3Y21.9110.30221.75

Portfolio Analysis

  • Equity: 99.83%
  • Debt: 0.17%
  • Others
As on: 2026-07-31
View allocation % by

1. Gland Pharma Limited2.49%
2. SAI LIFE SCIENCES LIMITED2.26%
3. NEULAND LABORATORIES LTD.2.05%
4. Wockhardt Ltd.2.02%
5. PIRAMAL PHARMA LIMITED1.52%
6. Natco Pharma Ltd1.03%
7. Syngene International Limited0.91%
8. SUVEN PHARMACEUTICALS LTD0.86%

1. KARUR VYSYA BANK LTD.4.03%
2. RBL BANK LTD.2.89%
3. CITY UNION BANK LTD.2.48%
4. BANDHAN BANK LIMITED1.98%

1. PIRAMAL FINANCE LTD3.09%
2. Manappuram Finance Ltd.2.55%
3. POONAWALLA FINCORP LIMITED2.06%
4. India Infoline Ltd1.77%
5. Five Star Business Finance Ltd1.32%

1. ANGEL ONE LIMITED2.41%
2. Computer Age Management Services Limited2.39%
3. Anand Rathi Wealth Ltd.2.31%
4. TI Financial Holding ltd.1.90%
5. KFIN TECHNOLOGIES LTD.1.56%

1. ASTER DM HEALTHCARE LTD2.60%
2. DR.Lal Pathlabs Ltd1.85%
3. Narayana Hrudalaya Ltd1.75%

1. DELHIVERY LTD3.37%
2. AEGIS LOGISTICS LTD2.01%

1. Sona BLW Precision Forgings Ltd4.30%

1. Crompton Greaves Consumer Electricals Limited2.08%
2. Amber Enterprises India Ltd2.03%

1. NAVIN FLUORINE INTERNATIONAL LTD.3.47%

1. Central Depository Services (India) Ltd2.96%

1. Welspun Corp Limited2.70%

1. PNB HOUSING FINANCE LTD.2.47%

1. Redington (India) Ltd.2.38%

1. HIMADRI SPECIALITY CHEMICAL LTD.2.20%

1. CESC Ltd.1.30%
2. Reliance Power Ltd.0.85%

1. HINDUSTAN COPPER LTD.2.01%

1. TATA TECHNOLOGIES LTD1.60%

1. KAYNES TECHNOLOGY LTD1.48%

1. AMARA RAJA ENERGY MOB LTD.1.39%

1. Indraprastha Gas Ltd.1.33%

1. Tata Chemicals Ltd.1.31%

1. Affle (India) Ltd.1.25%

1. PG ELECTROPLAST LTD1.23%

1. NBCC (India) Ltd1.22%

1. Castrol (India) Ltd.1.11%
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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 ₹229 Crore. The fund benchmarks its performance against the Nifty Smallcap 50 Total Return while maintaining an expense ratio of 0.91. 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
Axis Nifty Smallcap 50 Index Fund Growth0730 CR1.11
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Growth0348 CR1.13
Kotak Nifty Smallcap 50 Index Growth0229 CR0.91
HDFC Silver ETF Growth07,472 CR0.5
ICICI Prudential Silver ETF Growth013,700 CR0.4
Fund Name1Y3Y
This FundAxis Nifty Smallcap 50 Index Fund Growth15.591180.2634
This FundAditya Birla Sun Life Nifty Smallcap 50 Index Fund Growth15.694181.0245
This FundKotak Nifty Smallcap 50 Index Growth15.458481.1744
This FundHDFC Silver ETF Growth99.3456221.1358
This FundICICI Prudential Silver ETF Growth100.4136221.7545

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 0.91. 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 : 3.72%
  • 6 Months : 18.31%
  • 1 Year : 15.46%
  • 3 Years : 21.91%
Returns of Kotak Nifty Smallcap 50 Index Growth are updated daily based on NAV of ₹ 22.684 as on Aug 17,2026. Since inception, the return has been 81.17%.

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 ₹229 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.