Kotak Nifty Smallcap 50 Index Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Nifty Smallcap 50 Index Growth Direct Plan

NAV
₹17.2860
+0.38%
(1 Mar)
AUM
52 Cr
TER
0.4%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+66.9%
+66.5%
+56.0%
+55.7%
NA
3Y
+29.0%
+29.0%
+26.8%
+26.5%
NA
5Y
NA
NA
NA
NA
NA
ALL
+31.0%
+38.5%
+29.9%
+27.2%
+72.9%
VOL
19.9%
17.3%
19.0%
15.9%
15.3%
TER
0.4%
0.3%
0.3%
0.3%
0.4%
AUM
₹661 Cr
₹1,054 Cr
₹1,328 Cr
₹1,122 Cr
₹52 Cr
INFO
1.56
2.23
1.58
1.71
4.77
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Nifty Smallcap 50 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Suzlon Energy Ltd
9.7%
KEI Industries Ltd
3.7%
Angel One Ltd Ordinary Shares
3.4%
Cyient Ltd
3.4%
IDFC Ltd
3.2%
Central Depository Services (India) Ltd
3.2%
RBL Bank Ltd
3.2%
Exide Industries Ltd
3.1%
Sonata Software Ltd
3.0%
Birlasoft Ltd
2.8%
Top industry exposure
Financial Services
24.3%
Industrials
22.7%
Technology
14.7%
Consumer Cyclical
9.2%
Healthcare
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
73%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to replicate the composition of the Nifty Smallcap 50 Index and to generate returns that are commensurate with the performance of the Nifty Smallcap 50 Index, subject to tracking errors. There is no assurance or guarantee that the investment objective of the scheme would be achieved. The scheme does not assure or guarantee any returns
Fund manager(s)
Abhishek Bisen
Devender Singhal
Satish Dondapati

FAQs