Kotak Nifty SmallCap 250 Index Fund - Direct - Growth
A Other Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
-3.03%
Expense Ratio
0.15%
as of 01/03/2026
AUM
₹26.16 Cr
Qtr End: Mar 26
NAV
₹11.007
as of 03/06/2026
1Y Returns (CAGR)
-3.03%
Expense Ratio
0.15%
as of 01/03/2026
AUM
₹26.16 Cr
Qtr End: Mar 26
NAV
₹11.007
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 9.91% | 45.91% | 24.23% |
| 6M | 2.78% | 5.64% | 21.48% |
| 1Y | -3.03% | -3.03% | 17.31% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 06/01/2025
- Fund Age
- 1.4 years
- Minimum Investment
- ₹100
- Benchmark
- Nifty Smallcap 250
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Nifty Smallcap 250 Index Fund - Direct - Growth | 17.63% | 0.14% | ₹165.8 |
| Groww Nifty Smallcap 250 Index Fund - Direct - Growth | - | 0.52% | ₹107.03 |
| HDFC NIFTY Smallcap 250 Index Fund - Direct - Growth | 17.29% | 0.30% | ₹437.44 |
| ICICI Prudential Nifty Smallcap 250 Index Fund - Direct - Growth | 17.29% | 0.30% | ₹454.19 |
| SBI Nifty Smallcap 250 Index Fund - Direct - Growth | 17.35% | 0.40% | ₹797.21 |
| Nippon India Nifty Smallcap 250 Index Fund - Direct - Growth | 17.12% | 0.35% | ₹2,031.83 |
| Kotak Nifty SmallCap 250 Index Fund - Direct - Growth | - | 0.15% | ₹26.16 |