Kotak Nifty Smallcap 50 Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
All
NAV: 27 Feb 2024₹17.50
Min. SIP amount₹100
RatingNA
Fund size₹51.59Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
1M3M6MAll
Fund returns7.0%17.0%37.5%76.0%
Category averageNANANANA
Rank with in categoryNA101NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity9.71%
Capital GoodsEquity3.66%
FinancialEquity3.44%
TechnologyEquity3.40%
FinancialEquity3.25%
FinancialEquity3.23%
FinancialEquity3.18%
Capital GoodsEquity3.09%
TechnologyEquity3.04%
TechnologyEquity2.83%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
Higher expense ratio: 0.4%

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Abhishek Bisen
Mar 2023 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Devender Singhal
Mar 2023 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes

Satish Dondapati
Mar 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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