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Kotak Nifty Smallcap 50 Index Fund Growth
+21.66%
3Y annualised
+0.62% 1D
NAV: 26 Aug '26
₹22.93
Min. for SIP
₹100
Fund size (AUM)
₹229.09 Cr
Expense ratio
0.93%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,777 | +5.18% | |
| 6 months | ₹30,000 | ₹31,463 | +4.88% | |
| 1 year | ₹60,000 | ₹61,811 | +3.02% | |
| 3 years | ₹1,80,000 | ₹2,07,606 | +15.34% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 4.30% |
| Karur Vysya Bank Ltd | Financial | Equity | 4.03% |
| Navin Fluorine International Ltd | Materials | Equity | 3.47% |
| Delhivery Ltd | Industrials | Equity | 3.37% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 3.09% |
| Central Depository Services (India) Ltd | Financial | Equity | 2.96% |
| RBL Bank Ltd | Financial | Equity | 2.89% |
| Welspun Corp Ltd | Materials | Equity | 2.70% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.60% |
| Manappuram Finance Ltd | Financial | Equity | 2.55% |
| Gland Pharma Ltd | Healthcare | Equity | 2.49% |
| City Union Bank Ltd | Financial | Equity | 2.48% |
| PNB Housing Finance Ltd | Financial | Equity | 2.47% |
| Angel One Ltd | Financial | Equity | 2.41% |
| Computer Age Management Services Ltd | Financial | Equity | 2.39% |
| Redington Ltd | Technology | Equity | 2.38% |
| Anand Rathi Wealth Ltd | Financial | Equity | 2.31% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.26% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 2.20% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 2.08% |
| Poonawalla Fincorp Ltd | Financial | Equity | 2.06% |
| Neuland Laboratories Ltd | Healthcare | Equity | 2.05% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 2.03% |
| Wockhardt Ltd | Healthcare | Equity | 2.02% |
| Aegis Logistics Ltd | Energy & Utilities | Equity | 2.01% |
| Hindustan Copper Ltd | Materials | Equity | 2.01% |
| Bandhan Bank Ltd | Financial | Equity | 1.98% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.90% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.85% |
| IIFL Finance Ltd | Financial | Equity | 1.77% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 1.75% |
| Tata Technologies Ltd | Technology | Equity | 1.60% |
| KFin Technologies Ltd | Financial | Equity | 1.56% |
| Piramal Pharma Ltd | Healthcare | Equity | 1.52% |
| Kaynes Technology India Ltd | Industrials | Equity | 1.48% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 1.39% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 1.33% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.32% |
| Tata Chemicals Ltd | Materials | Equity | 1.31% |
| CESC Ltd | Energy & Utilities | Equity | 1.30% |
| Affle (India) Ltd | Industrials | Equity | 1.25% |
| PG Electroplast Ltd | Industrials | Equity | 1.23% |
| NBCC India Ltd | Industrials | Equity | 1.22% |
| Castrol India Ltd | Materials | Equity | 1.11% |
| Natco Pharma Ltd | Healthcare | Equity | 1.03% |
| Inox Wind Ltd | Industrials | Equity | 0.94% |
| Syngene International Ltd | Healthcare | Equity | 0.91% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.86% |
| Reliance Power Ltd | Energy & Utilities | Equity | 0.85% |
| KEC International Ltd | Diversified | Equity | 0.76% |
| Repo | Unspecified | Repo | 0.17% |
| Net Payables | Unspecified | Net Payables | -0.01% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +18.7% | +18.0% | +21.7% | +27.8% |
| Category average (Equity Small Cap) | -4.6% | -6.3% | +19.7% | -- |
| Rank (Equity Small Cap) | -- | 16 | 5 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +13.91% | +25.02% | 31,103.03 | |
 | +16.96% | +23.22% | 14,474.79 | |
 | +16.45% | +18.18% | 34,068.88 | |
 | +18.86% | +17.84% | 3,922.31 | |
 | +12.15% | +16.43% | 78,956.77 | |
| Compare | ||||
Fund management
JVSJeetu Valechha SonarMar 2026 - PresentView details
JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details
SDSatish DondapatiMar 2023 - PresentView details
SD
Satish Dondapati
Mar 2023 - Present
View details
ABAbhishek BisenMar 2023 - PresentView details
AB
Abhishek Bisen
Mar 2023 - Present
View details
About Kotak Nifty Smallcap 50 Index Fund Growth
Kotak Nifty Smallcap 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Jeetu Valechha Sonar is the Current Fund Manager of Kotak Nifty Smallcap 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,12,667 Cr and the Latest NAV as of 26 Aug 2026 is ₹22.93.
The Kotak Nifty Smallcap 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
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Investment Objective
The scheme seeks to replicate the composition of the Nifty Smallcap 50 Index and to generate returns that are commensurate with the performance of the Nifty Small cap 50 Index, subject to tracking errors.
Fund benchmarkNIFTY Smallcap 50 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹6,12,667.12 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,