Kotak NIFTY Smallcap 250 Index Fund- Regular - Growth
Expense Ratio: 0.63
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: NIFTY Smallcap 50 TRI
Inception: 06-01-2025
Exit Load: Nil
Fund Size:₹39.51 Cr
Performance
1Y
Fund2.57%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund7.04%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | NAVIN FLUORINE INTERNATIONAL LTD. | 0.82 | 1.33% |
| 2 | KARUR VYSYA BANK LTD. | 0.81 | 1.32% |
| 3 | Sona BLW Precision Forgings Ltd | 0.81 | 1.31% |
| 4 | DELHIVERY LTD | 0.77 | 1.24% |
| 5 | PIRAMAL FINANCE LTD | 0.76 | 1.23% |
| 6 | Central Depository Services (India) Ltd | 0.67 | 1.09% |
| 7 | ATHER ENERGY LTD | 0.63 | 1.03% |
| 8 | HFCL LTD | 0.63 | 1.03% |
| 9 | ANGEL ONE LIMITED | 0.62 | 1.01% |
| 10 | KRISHNA INSTITUTE OF MEDICAL | 0.61 | 0.99% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62658 | +4.4% | +9.3% |
| SI | 07 Feb, 25 | 1.05 L. | 1.12 L. | +6.2% | +7.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +2.6% | +2.6% |
| SI | 30 Jan, 25 | 1 L. | 1.12 L. | +12.3% | +7.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.