What is the NAV of Kotak Nifty Smallcap 250 Index Fund?
The Current NAV of Kotak Nifty Smallcap 250 Index Fund is ₹11.15, as of 13th June 2025What are the returns of Kotak Nifty Smallcap 250 Index Fund?
The Kotak Nifty Smallcap 250 Index Fund has been there since 1st January 1970- 1 Year Returns: -37.97
What are the top 5 sectors holdings of Kotak Nifty Smallcap 250 Index Fund?
The top sectors Kotak Nifty Smallcap 250 Index Fund has invested in are as for 1st 01 1970 are as follows -- Pharmaceuticals | 8.53%
- Diversified Chemicals | 5.78%
- Investment Banking & Brokerage | 5.64%
- IT Services & Consulting | 5.33%
- Others | 5.30%
What are the top 5 holdings Kotak Nifty Smallcap 250 Index Fund?
The top 5 holdings for Kotak Nifty Smallcap 250 Index Fund are- Multi Commodity Exchange of India Ltd | 1.77%
- Central Depository Services (India) Ltd | 1.43%
- Laurus Labs Ltd | 1.25%
- Crompton Greaves Consumer Electricals Ltd | 1.19%
- Radico Khaitan Ltd | 1.04%
What is the asset allocation of Kotak Nifty Smallcap 250 Index Fund?
The Kotak Nifty Smallcap 250 Index Fund is a plan that invests- Equity | 99.77%
- Cash & Equivalents | 0.23%
How to invest in Kotak Nifty Smallcap 250 Index Fund?
If you wish to invest in Kotak Nifty Smallcap 250 Index Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Kotak Nifty Smallcap 250 Index Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Kotak Nifty Smallcap 250 Index Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Kotak Nifty Smallcap 250 Index Fund?
The AUM of Kotak Nifty Smallcap 250 Index Fund is 21.11 Cr as of 13th June 2025What is the expense ratio of Kotak Nifty Smallcap 250 Index Fund Plan?
The expense ratio of Kotak Nifty Smallcap 250 Index Fund Plan is 0.24How to exit Kotak Nifty Smallcap 250 Index Fund?
If you have invested in Kotak Nifty Smallcap 250 Index Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Kotak Nifty Smallcap 250 Index Fund?
The alpha ratio for the Kotak Nifty Smallcap 250 Index Fund is 14.29
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Kotak Nifty Smallcap 250 Index Fund?
The volatility or standard deviation for the Kotak Nifty Smallcap 250 Index Fund is 23.66
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Kotak Nifty Smallcap 250 Index Fund?
The sharpe ratio for the Kotak Nifty Smallcap 250 Index Fund is 1.22
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Kotak Nifty Smallcap 250 Index Fund?
The Sortino ratio for the Kotak Nifty Smallcap 250 Index Fund is 0.13
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Kotak Nifty Smallcap 250 Index Fund?
The PE ratio (price-to-earnings) of the Kotak Nifty Smallcap 250 Index Fund is 45.28 while category PE ratio is 43.661. Test MF FAQ for Mutual Fund Kotak Nifty Smallcap 250 Index Fund Shares?
The Current NAV of Kotak Nifty Smallcap 250 Index Fund is ₹11.15, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Kotak Nifty Smallcap 250 Index Fund Plan?
There is a lock in period of N/A for Kotak Nifty Smallcap 250 Index Fund
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Kotak Nifty Smallcap 250 Index Fund Direct Growth
Growth
11.150.38% (-0.04)
High
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—
Low
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Returns
0.00%
0.00%
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6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
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SIP
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Kotak Nifty Smallcap 250 Index Fund Performance & Key Metrics
Kotak Nifty Smallcap 250 Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.24 | 45.28 | 1.22 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 43.66 | 0.11 |
Kotak Nifty Smallcap 250 Index Fund Scheme InfoKotak Nifty Smallcap 250 Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Index Funds - Others
About Index Funds - Others
Index funds - other invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track
Kotak Nifty Smallcap 250 Index Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Kotak Nifty Smallcap 250 Index Fund Peers & Comparison
Comparing 3 mutual funds from
EquityIndex Funds - Others
EquityIndex Funds - Others
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Nifty Smallcap 250 Index Fund | -37.97% | — | 4.50% |
| UTI Nifty200 Momentum 30 Index Fund | -12.55% | 23.87% | 19.66% |
| Motilal Oswal Nifty India Defence Index Fund | -24.90% | — | 2.04% |
| Nippon India Nifty Smallcap 250 Index Fund | 2.50% | 27.80% | 30.06% |
Kotak Nifty Smallcap 250 Index Fund Returns Comparison
Compare Kotak Nifty Smallcap 250 Index Fund with any MF, ETF, stock or indexCompare Kotak Nifty Smallcap 250 Index Fund with any MF, ETF, stock or index
Kotak Nifty Smallcap 250 Index Fund
Hmm, looks like data is unavailable here. Please come back after some timeKotak Nifty Smallcap 250 Index Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Kotak Nifty Smallcap 250 Index Fund Asset Allocation
Kotak Nifty Smallcap 250 Index Fund Asset Allocation
Actual
Target
Mar 2025
May 2025
Mar 2025
May 2025
Kotak Nifty Smallcap 250 Index Fund Sector Distribution
Kotak Nifty Smallcap 250 Index Fund Sector Distribution
Mar 2025
May 2025
Kotak Nifty Smallcap 250 Index Fund Sector Weightage
Kotak Nifty Smallcap 250 Index Fund Sector Weightage
Pharmaceuticals
Pharmaceuticals as a % of total holdings for last six quarters
Kotak Nifty Smallcap 250 Index Fund Current Holdings
Kotak Nifty Smallcap 250 Index Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
1.77 %
0.10 %Holdings
1.43 %
0.14 %Holdings
1.25 %
-0.10 %
AMC Profile of Kotak Nifty Smallcap 250 Index Fund
AMC Profile of Kotak Nifty Smallcap 250 Index Fund
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
78
Total AUM
₹ 5,04,316.80 Cr.
Kotak Nifty Smallcap 250 Index Fund Manager Details
Kotak Nifty Smallcap 250 Index Fund Manager Details
Kotak Nifty Smallcap 250 Index Fund Manager Profile
Kotak Nifty Smallcap 250 Index Fund Manager Profile
Devender Singhal
AUM: ₹40,421.62 Cr.
|
Exp: —
Satish Dondapati
AUM: ₹2,388.51 Cr.
|
Exp: —
Abhishek Bisen
AUM: ₹1,24,525.52 Cr.
|
Exp: 6yrs
Kotak Nifty Smallcap 250 Index Fund Manager Performance (0)
Kotak Nifty Smallcap 250 Index Fund Manager Performance (0)
Equity: Index Funds - Others
Kotak Nifty Smallcap 250 Index Fund Tax Implications
Kotak Nifty Smallcap 250 Index Fund Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
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CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Kotak Nifty Smallcap 250 Index Fund Review & Opinions
Kotak Nifty Smallcap 250 Index Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%