Kotak Nifty Smallcap 250 Index Fund - Growth - Regular Plan

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  • Net Change on 17-04-2025

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Smallcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 6.04 12.59 22.99 0.88 2,102.31
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 6.05 18.58 30.61 1.00 1,986.88
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 6.91 11.14 20.75 0.92 1,715.36
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 1.23 15.49 32.65 1.04 791.62
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 14.25 12.97 20.60 1.00 593.54

Fund Holdings as on 31-March-2025

  • MULTI COMMODITY EXCHANGE OF INDIA LIMITED

  • Laurus Labs Ltd

  • Crompton Greaves Consumer Electricals Limited

  • Central Depository Services (India) Ltd

  • Radico Khaitan Ltd.

  • Computer Age Management Services Limited

  • TI Financial Holding ltd.

  • KARUR VYSYA BANK LTD.

  • KRISHNA INSTITUTE OF MEDICAL

  • Amber Enterprises India Ltd

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • SUVEN PHARMACEUTICALS LTD

  • Redington (India) Ltd.

  • PNB HOUSING FINANCE LTD.

  • PIRAMAL PHARMA LIMITED

  • Tata Chemicals Ltd.

  • Five Star Business Finance Ltd

  • BRIGADE ENTERPRISES LIMITED

  • Net Current Assets/(Liabilities)

  • ANGEL ONE LIMITED

  • Indian Energy Exchange Ltd.

  • PG ELECTROPLAST LTD

  • DELHIVERY LTD

  • KAYNES TECHNOLOGY LTD

  • Manappuram Finance Ltd.

  • AMARA RAJA ENERGY MOB LTD.

  • Reliance Power Ltd.

  • Aavas Financiers Ltd

  • KFIN TECHNOLOGIES LTD.

  • PIRAMAL ENTERPRISES LTD.

  • Wockhardt Ltd.

  • JB Chemicals & Pharmaceuticals Ltd.

  • Carborundum Universal Ltd.

  • Narayana Hrudalaya Ltd

  • Welspun Corp Limited

  • City Union Bank Ltd.

  • The Ramco Cements Ltd

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • INOX WIND LIMITED

  • ASTER DM HEALTHCARE LTD

  • FIRSTSOURCE SOLUTIONS LTD.

  • Cyient Ltd.

  • ELGI Equipments Ltd.

  • NEULAND LABORATORIES LTD.

  • RBL BANK LTD.

  • ADITYA BIRLA REAL ESTATE LTD

  • Affle (India) Ltd.

  • KEC INTERNATIONAL LTD.

  • AEGIS LOGISTICS LTD

  • POONAWALLA FINCORP LIMITED

  • HIMADRI SPECIALITY CHEMICAL LTD.

  • Timken India Ltd.

  • Castrol (India) Ltd.

  • Atul Ltd.

  • CESC Ltd.

  • GUJARAT STATE PETRONET LTD.

  • Chambal Fertilisers & Chemicals Ltd.

  • The Great Eastern Shipping Company Ltd.

  • DR.Lal Pathlabs Ltd

  • Godfrey Phillips India Ltd.

  • Zee Entertainment Enterprises Ltd

  • NUVAMA WEALTH MANAGEMENT LIMITED

  • JYOTI CNC AUTOMATION LTD

  • ZF Commercial Vehicle Control Systems India Ltd

  • PTC INDUSTRIES LTD.

  • SKF India Ltd

  • JSW HOLDINGS LTD.

  • NCC Limited

  • POLY MEDICURE LTD.

  • NBCC (India) Ltd

  • Triparty Repo

  • Indiabulls Housing Finance Ltd.

  • EID PARRY (INDIA) LTD.

  • ZENSAR TECHNOLGIES LTD.

  • Aarti Industries Ltd.

  • RAMKRISHNA FORGINGS LTD.

  • Mahanagar Gas Ltd

  • Bata India Ltd.

  • ERIS LIFESCIENCES LTD

  • NAVA LTD.

  • India Infoline Ltd

  • Deepak Fertilizers & Petrochemicals Corp. Ltd.

  • PCBL LTD

  • AUTHUM INVESTMENT & INFRASTRUCTURE LTD.

  • HFCL LTD

  • HINDUSTAN COPPER LTD.

  • Natco Pharma Ltd

  • Kajaria Ceramics Ltd.

  • Anand Rathi Wealth Ltd.

  • Granules India Ltd.

  • EIH Ltd.

  • RAINBOW CHILDRENS MEDICARE LTD

  • Sapphire Foods India Ltd.

  • Finolex Cables Ltd.

  • SUMITOMO CHEMICAL INDIA LTD.

  • Praj Industries Ltd.

  • JUBILANT PHARMOVA LIMITED

  • Jaiprakash Power Ventures Ltd.

  • ZEN TECHNOLOGIES LTD

  • Sonata Software Ltd.

  • Anant Raj Industries Ltd.

  • HOME FIRST FINANCE CO INDIA

  • Asahi India Glass Ltd.

  • PVR LTD.

  • Gillette India Ltd.

  • V-Guard Industries Ltd.

  • GO DIGIT GENERAL INSURANCE LTD.

  • TRIVENI TURBINE LTD.

  • TITAGARH RAIL SYSTEMS LTD.

  • Birlasoft LImited

  • LEMON TREE HOTELS LTD

  • Indiamart Intermesh ltd.

  • NEWGEN SOFTWARE TECHNOLOGIES LTD.

  • Balrampur Chini Mills Ltd.

  • Intellect Design Arena Ltd

  • JINDAL SAW LTD

  • Bayer Crop Science Ltd

  • BEML Limited

  • Whirlpool of India Ltd.

  • APTUS VALUE HOUSING FINANCE

  • CEAT Ltd.

  • Pfizer Ltd.

  • Tejas Networks Ltd

  • CRAFTSMAN AUTOMATION LTD

  • SWAN ENERGY LTD

  • DEVYANI INTERNATIONAL LIMITED

  • Kirloskar Oil Engines Ltd.

  • SHYAM METALICS AND ENERGY LIMITED LTD

  • ECLERX SERVICES LTD.

  • Usha Martin Ltd.

  • CHALET HOTELS LTD.

  • CAN FIN HOMES LTD.

  • CONCORD BIOTECH LTD.

  • Sobha Developers Ltd.

  • INDEGENE LTD.

  • GRAVITA INDIA LTD.

  • DCM SHRIRAM LTD.

  • Astrazeneca Pharma India Ltd.

  • HBL ENGINEERING LTD.

  • BRAINBEES SOLUTIONS LIMITED

  • LT FOODS LTD.

  • Alembic Pharmaceuticals Ltd.

  • DOMS INDUSTRIES LTD

  • Action Construction Equipment Ltd.

  • FINOLEX INDUSTRIES LTD.

  • Ircon International Ltd

  • CREDITACCESS GRAMEEN LTD.

  • BASF INDIA LTD.

  • Techno Electric & Engineering Company Limited

  • JUPITER WAGONS LTD

  • Data Patterns (India) Ltd.

  • GARDEN REACH SHIPBUILDERS & ENGINEERS LTD

  • AFCONS INFRASTRUCTURE LTD.

  • Happiest Minds Technologies Limited

  • JUBILANT INGREVIA LTD.

  • BLS INTERNATIONAL SERVICES LTD

  • VIJAYA DIAGNOSTIC CENTRE PVT

  • OLECTRA GREENTECH LTD.

  • Westlife Development Ltd.

  • Vedant Fashions Ltd.

  • SARDA ENERGY AND MINERALS LTD.

  • RAYMOND LTD.

  • Kansai Nerolac Paints Ltd

  • Aditya Birla Sun Life AMC Ltd

  • Jyothy Laboratories Ltd.

  • AADHAR HOUSING FINANCE LIMITED

  • GODAWARI POWER AND ISPAT LIMITED

  • Engineers India Ltd

  • UTI ASSET MANAGEMENT COMPANY LTD

  • IDBI BANK LTD.

  • Kirloskar Brothers Ltd

  • MINDA CORPORATION LIMITED

  • Century Plyboards (India) Ltd.

  • SIGNATURE GLOBAL LTD

  • CAPRI GLOBAL CAPITAL LTD

  • WELSPUN LIVING LTD

  • QUESS CORP LTD

  • Bikaji Foods International Ltd.

  • Gujarat Narmada Valley Fertilisers Company Ltd.

  • JAMMU KASHMIR BANK LTD

  • H.E.G. LTD.

  • Metropolis Healthcare Ltd.

  • Vardhman Textiles Ltd.

  • CAPLIN POINT LABORATORIES LTD.

  • FERTILISERS AND CHEMICALS TRAVANCORE LTD.

  • ELECON ENGINEERING CO LTD.

  • CCL PRODUCTS INDIA LTD

  • Schneider Electric Infrastructure Ltd

  • Saregama India Ltd.

  • JM FINANCIAL LTD.

  • NMDC STEEL LTD

  • Gujarat Pipavav Port Limited

  • JK Tyre & Industries Ltd.

  • D B REALTY LIMITED

  • Mastek Ltd.

  • Blue Dart Express Ltd

  • SAI LIFE SCIENCES LIMITED

  • India Cements Ltd.

  • TANLA PLATFORMS LTD

  • ALIVUS LIFE SCIENCES LTD.

  • KNR Constructions Ltd.

  • Triveni Engineering & Industries Ltd.

  • CERA SANITARYWARE LTD

  • Godrej Agrovet Ltd.

  • HONASA CONSUMER LTD.

  • Graphite India Limited.

  • STERLING & WILSON RENEWABLE ENERGY LTD.

  • R R KABEL LTD

  • TBO TEK LIMITED

  • RHI MAGNESITA INDIA LTD.

  • Bombay Burmah Trading Corporation Ltd.

  • SBFC FINANCE LTD

  • RITES LIMITED

  • Trident Ltd

  • Chennai Petroleum Corporation Ltd.

  • PNC Infratech

  • Maharashtra Seamless Ltd.

  • NETWORK18 MEDIA & INVESTMENTS LTD.

  • RAYMOND LIFESTYLE LIMITED

  • TATA TELESERVICES LIMITED

  • SYRMA SGS TECHNOLOGY LTD

  • The Shipping Corporation of India Ltd.

  • IFCI Ltd.

  • INDIAN OVERSEAS BANK

  • Railtel Corporation Of India Ltd

  • Latent View Analytics Ltd

  • CLEAN SCIENCE AND TECHNOLOGY LTD

  • INVENTURUS KNOWLEDGE SOLUTIONS LTD.

  • CENTRAL BANK OF INDIA

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • NETWEB TECHNOLOGIES INDIA LTD.

  • ITI LTD.

  • C.E. INFO SYSTEMS LTD.

  • JBM AUTO LTD.

  • SAGILITY INDIA LTD.

  • Alkyl Amines Chemicals Limited

  • INOX INDIA LTD

  • Shree Renuka Sugars Ltd.

  • Gujarat Mineral Development Corporation Ltd.

  • INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.

  • EMCURE PHARMACEUTICALS LIMITED

  • UCO BANK

  • ALOK INDUSTRIES LTD

  • CAMPUS ACTIVEWEAR LTD.

  • TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED

  • Just Dial Limited

  • RASHTRIYA CHEMICALS & FERTILIZERS LTD

  • ACME SOLAR HOLDINGS LTD.

  • ROUTE MOBILE LTD.

  • RATTANINDIA ENTERPRISES LTD.

  • AKUMS DRUGS & PHARMACEUTICALS LTD.

  • MMTC LTD

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  • Pharmaceuticals & Drugs

  • Chemicals

  • Hospital & Healthcare Services

  • IT - Software

  • Finance - Housing

  • Finance - NBFC

  • Engineering - Construction

  • Depository Services

  • Power Generation/Distribution

  • Finance - Investment

  • Bank - Private

  • Steel & Iron Products

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Finance - Stock Broking

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Textile

  • Electric Equipment

  • Consumer Food

  • Miscellaneous

  • Auto Ancillary

  • Sugar

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Bearings

  • Trading

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Batteries

  • Courier Services

  • Finance - Others

  • Electronics - Components

  • Diversified

  • Fertilizers

  • Cement & Construction Materials

  • Air Conditioners

  • Compressors / Pumps

  • Metal - Non Ferrous

  • Shipping

  • TV Broadcasting & Software Production

  • Defence

  • e-Commerce

  • Abrasives

  • Construction Vehicles

  • Railways Wagons

  • Household & Personal Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Film Production, Distribution & Entertainment

  • Logistics

  • Cable

  • Lubricants

  • Tyres & Allied

  • Footwear

  • Cigarettes/Tobacco

  • Castings/Forgings

  • Business Support

  • Insurance

  • Finance - Asset Management

  • Medical Equipment/Supplies/Accessories

  • Telecommunication - Equipment

  • Forgings

  • Carbon Black

  • Telecom-Infrastructure

  • Bank - Public

  • Electrodes & Welding Equipment

  • Glass

  • Professional Services

  • Telecommunication - Service Provider

  • Printing & Stationery

  • Plastic Products

  • Ship Building

  • Restaurants

  • Automobiles-Trucks/Lcv

  • Paints

  • Textile - Weaving

  • Engineering

  • Wood & Wood Products

  • Tea/Coffee

  • Port

  • Animal Feed

  • Agriculture

  • Refractories

  • Travel Services

  • Textile - Spinning

  • Refineries

  • Engineering Consultancy

  • Finance Term Lending

  • IT - Hardware

  • Mining & Minerals

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Fund Manager

  • Cash

  • Equity

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About Kotak Nifty Smallcap 250 Index Fund

Scheme Analysis

Kotak Nifty Smallcap 250 Index Fund is a Index Funds - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 27-Jan-2025 and currently has an AUM of ₹20.54 crore. Kotak Nifty Smallcap 250 Index Fund is benchmarked against Nifty Smallcap 250 - TRI as primary index.

The NAV of Kotak Nifty Smallcap 250 Index Fund ended up ₹0.05(0.45%)yesterday to ₹10.008.

Among its top 3 holdings the fund has exposure to MULTI COMMODITY EXCHANGE OF INDIA LIMITED, and

The Kotak Nifty Smallcap 250 Index Fund is managed by Abhishek Bisen and Devender Singhal.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455