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

Kotak Nifty Smallcap 50 Index IDCW Reinvest Direct Plan

NAV
₹19.9420
+1.40%
(19 Dec)
AUM
174 Cr
TER
0.26%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.1%
+6.1%
-7.0%
-7.2%
-7.2%
3Y
+24.9%
+24.9%
NA
+23.6%
+23.6%
5Y
NA
NA
NA
NA
NA
ALL
+22.0%
+22.0%
+29.2%
+16.6%
+16.6%
VOL
16.9%
16.9%
19.6%
20.2%
20.2%
TER
0.3%
0.3%
0.3%
0.5%
0.5%
AUM
₹562 Cr
₹562 Cr
₹174 Cr
₹258 Cr
₹258 Cr
INFO
1.30
1.30
1.49
0.82
0.82
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 IDCW Reinvest (DR)
₹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 30th Nov
Top holdings
Multi Commodity Exchange of India Ltd
6.8%
Laurus Labs Ltd
5.3%
Central Depository Services (India) Ltd
3.8%
Radico Khaitan Ltd
3.3%
Karur Vysya Bank Ltd
3.1%
Delhivery Ltd
3.0%
Navin Fluorine International Ltd
2.8%
Computer Age Management Services Ltd Ordinary Shares
2.5%
Cholamandalam Financial Holdings Ltd
2.4%
Angel One Ltd Ordinary Shares
2.3%
Top industry exposure
Financial Services
31.0%
Healthcare
20.2%
Technology
12.6%
Industrials
10.3%
Basic Materials
10.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
75%
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