- Mutual Funds
- Kotak Mutual Fund
- Kotak Nifty Smallcap 50 Index Fund (Growth)
Kotak Nifty Smallcap 50 Index Fund (Growth)
₹ 17.602
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.602
NAV (Apr 18)
Fund Returns
Last 1Y | 72.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 73.7% |
6 Month CAGR | 25.1% |
Scheme Information
The investment objective of the scheme is to replicate the composition of the Nifty Smallcap 50 Index and to generate returns that are commensurate with the performance of the Nifty Smallcap 50 Index,subject to tracking errors. There is no assurance or guarantee that the investment objective of the scheme would be achieved. The scheme does not assure or guarantee any returns
Expense Ratio | 1.04 |
Launched (1y ago) | Apr 10, 2023 |
AUM in Crores | 49.549 |
ISIN | INF174KA1MY7 |
Lock-in | No Lock-in |
Benchmark | Nifty Smallcap 50 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Nifty Smallcap 50 Index Fund (Growth) | 62,36,341 | 55,03,729 | 72.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
crompton greaves consumer electricals ltd
3.3%multi commodity exchange of india ltd
3.2%cyient ltd
3.2%blue star ltd
3.1%angel one ltd ordinary shares
3%Allocation by Sector
financial services
33.1%industrials
17.1%technology
13.4%basic materials
8.8%healthcare
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 8.4% | ||
11.8% | 12.8% | ||
- | 5% | ||
14.2% | 8.4% | ||
14.2% | 8.4% |
Kotak Nifty Smallcap 50 Index Fund (G) Review
Kotak Nifty Smallcap 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 73.7% over a period of 1 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Devender Singhal, Satish Dondapati.
Nav of Kotak Nifty Smallcap 50 Index Fund (G) as of 4/18/2024 is ₹17.60 with the total AUM as of 4/19/2024 is ₹49.549. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty Smallcap 50 Index Fund (G) was launched on Apr 10, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak Nifty Smallcap 50 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Nifty Smallcap 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 50 TR INR.
Kotak Nifty Smallcap 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 72.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Nifty Smallcap 50 Index Fund (G).
Frequently Asked Questions
What is Kotak Nifty Smallcap 50 Index Fund (G)?
How to invest in Kotak Nifty Smallcap 50 Index Fund (G)?
You can invest in Kotak Nifty Smallcap 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Nifty Smallcap 50 Index Fund (G)?
The minimum sip amount for Kotak Nifty Smallcap 50 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Kotak Nifty Smallcap 50 Index Fund (G) good to invest in?
As per Scripbox experts, Kotak Nifty Smallcap 50 Index Fund (G) is a Not Reviewed Yet fund. You can investKotak Nifty Smallcap 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Nifty Smallcap 50 Index Fund (G)?
The expense ratio of the Kotak Nifty Smallcap 50 Index Fund (G) is 1.04% for regular plan.