HomeOur StoryMethodologyLearnFAQs

Kotak Nifty Smallcap 250 Index Fund

Small Cap IndexVery HighOPEN-ENDED
Invest Now
NAV as on 9 Nov 2026
₹11.32+1.09%1 day
Return since launch
5.9%
52-week range
₹9.19 — ₹11.96
AUM
₹86.57 Cr

Kotak Nifty Smallcap 250 Index Fund is a Small Cap Index equity fund from Kotak Mahindra Mutual Fund with ₹86.57 Cr under management, launched in 2025. The expense ratio is 0.94% and the SEBI riskometer reading is Very High.

Performance

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y7.0%+3.0 pts4.0%8.6%

Fund against category

1Y
Fund7.0%
Category4.0%

Since launch (6 Jan 2025): 5.9%

Returns over one year are annualised. Shorter periods are absolute.

Costs & terms

Costs and terms

What the fund charges each year, and the rules around putting money in and taking it out.

Costs

0.90%

Expense ratio as on 3 Nov 2026

Charged yearly and already deducted from the NAV.

Base expense
0.53%
Brokerage
0.03%
Transaction charges
0.01%
Statutory levies
0.33%
Exit load
0%
Lock-in
None

Terms

Min SIP
₹3,000
Min lumpsum
₹5,000
Plan
GROWTH
Fund type
OPEN-ENDED
Benchmark
NIFTY Smallcap 250 TRI
Short-term capital gains
Returns taxed at 20% if you redeem before 1 year
Long-term capital gains
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Risk

Risk

What the riskometer means for this fund, and how its ratios sit against the category.

Very High

Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.

Portfolio

Kotak Nifty Smallcap 250 Index Fund portfolio

Portfolio as of 30 Sep 2026

Asset allocation

  • Equity99.1%
  • Other0.9%

Market cap split

  • Mid2.7%
  • Small97.3%
P/E
28.46
P/B
3.23

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
Sona BLW Precision Forgings Ltd.Automobile1.67%₹1.45 Cr+1.31%+1.27%—
Welspun Corp Ltd.Metals & Mining1.60%₹1.38 Cr+0.94%+0.63%+0.56%
Karur Vysya Bank Ltd.Financial1.38%₹1.19 Cr+1.32%+1.61%+1.00%
Navin Fluorine International Ltd.Chemicals1.36%₹1.18 Cr+1.33%+1.33%+0.86%
Ather Energy Ltd.Automobile1.21%₹1.05 Cr+1.03%+0.85%+0.33%
Sterlite Technologies Ltd.Communication1.17%₹1.01 Cr———
RBL Bank Ltd.Financial1.12%₹0.97 Cr+0.43%+1.03%+0.83%
Delhivery Ltd.Services1.11%₹0.96 Cr+1.24%+1.37%+1.21%
Redington Ltd.Services1.08%₹0.94 Cr+0.77%+0.70%+0.85%
Gland Pharma Ltd.Healthcare1.04%₹0.90 Cr+0.93%+0.79%+0.80%

Sectors

  • Financial17.4%
  • Capital Goods12.2%
  • Healthcare10.6%
  • Services9.6%
  • Automobile9.5%
  • Chemicals6.8%
  • Metals & Mining6.1%
  • Construction5.1%

Instruments

  • Repo2.0%
  • Real Estate Investment Trusts1.3%

Recent changes

HoldingFromToWeight
Others-0.30%-2.35%-2.05%
Piramal Finance Ltd.1.26%0.00%-1.26%
Sterlite Technologies Ltd.0.00%1.17%+1.17%
Brookfield India Real Estate Trust REIT0.00%1.03%+1.03%
Cupid Ltd.0.00%0.96%+0.96%
Aster DM Quality Care Ltd.0.92%0.00%-0.92%
Sansera Engineering Ltd.0.00%0.92%+0.92%
TD Power Systems Ltd.0.00%0.82%+0.82%
Hindustan Copper Ltd.0.78%0.00%-0.78%
MTAR Technologies Ltd.0.00%0.75%+0.75%
Apollo Tyres Ltd.0.00%0.60%+0.60%
Narayana Hrudayalaya Ltd.0.60%0.00%-0.60%
Meesho Ltd.0.52%0.00%-0.52%
Tata Elxsi Ltd.0.00%0.49%+0.49%
AWL Agri Business Ltd.0.00%0.45%+0.45%
Azad Engineering Ltd.0.00%0.39%+0.39%
KPIT Technologies Ltd.0.00%0.38%+0.38%
SPR Auto Technologies Ltd.0.00%0.38%+0.38%
Honeywell Automation India Ltd.0.00%0.34%+0.34%
ACC Ltd.0.00%0.33%+0.33%
Eris Lifesciences Ltd.0.32%0.00%-0.32%
Jubilant Pharmova Ltd.0.32%0.00%-0.32%
Pfizer Ltd.0.32%0.00%-0.32%
Bagmane Prime Office REIT0.00%0.29%+0.29%
Chalet Hotels Ltd.0.29%0.00%-0.29%
Indegene Ltd.0.29%0.00%-0.29%
Ather Energy Ltd.1.49%1.21%-0.28%
Go Digit General Insurance Ltd.0.28%0.00%-0.28%
Thangamayil Jewellery Ltd.0.00%0.28%+0.28%
Pine Labs Ltd.0.16%0.43%+0.27%
Aether Industries Ltd.0.00%0.26%+0.26%
Rubicon Research Ltd.0.00%0.26%+0.26%
Sonata Software Ltd.0.26%0.00%-0.26%
Vedanta Oil and Gas Ltd0.00%0.26%+0.26%
JSW Dulux Ltd.0.25%0.00%-0.25%
Sapphire Foods India Ltd.0.25%0.00%-0.25%
Vedanta Power Ltd0.00%0.25%+0.25%
Vedanta Iron And Steel Ltd.0.00%0.24%+0.24%
Aditya Birla Lifestyle Brands Ltd.0.23%0.00%-0.23%
Bayer CropScience Ltd.0.23%0.00%-0.23%
Niva Bupa Health Insurance Company Ltd.0.23%0.00%-0.23%
The Fertilisers And Chemicals Travancore Ltd.0.23%0.00%-0.23%
Indian Overseas Bank0.22%0.00%-0.22%
Privi Speciality Chemicals Ltd.0.00%0.22%+0.22%
Inox India Ltd.0.00%0.21%+0.21%
KSB Ltd.0.00%0.21%+0.21%
Kirloskar Brothers Ltd.0.00%0.21%+0.21%
Leela Palaces Hotels & Resorts Ltd.0.21%0.00%-0.21%
Supreme Petrochem Ltd.0.21%0.00%-0.21%
Bikaji Foods International Ltd.0.19%0.00%-0.19%
Clean Max Enviro Energy Solutions Ltd.0.00%0.19%+0.19%
HEG Advanced Materials Ltd.0.27%0.08%-0.19%
SJVN Ltd.0.00%0.19%+0.19%
Welspun Corp Ltd.1.42%1.60%+0.18%
DCM Shriram Ltd.0.18%0.00%-0.18%
SBFC Finance Ltd.0.18%0.00%-0.18%
The New India Assurance Company Ltd.0.00%0.18%+0.18%
Black Box Ltd.0.00%0.17%+0.17%
Fractal Analytics Ltd.0.00%0.17%+0.17%
HEG Graphite Ltd.0.00%0.17%+0.17%
Saregama India Ltd.0.16%0.00%-0.16%
Newgen Software Technologies Ltd.0.15%0.00%-0.15%
Aditya Birla Fashion and Retail Ltd.0.14%0.00%-0.14%
HFCL Ltd.1.16%1.02%-0.14%
Avanti Feeds Ltd.0.00%0.13%+0.13%
Blue Dart Express Ltd.0.13%0.00%-0.13%
Blue Jet Healthcare Ltd.0.13%0.00%-0.13%
Computer Age Management Services Ltd.0.85%0.72%-0.13%
Redington Ltd.0.96%1.08%+0.12%
Bombay Burmah Trading Corporation Ltd.0.12%0.00%-0.12%
Central Depository Services (India) Ltd.1.13%1.01%-0.12%
Karur Vysya Bank Ltd.1.49%1.38%-0.11%
Travel Food Services Ltd.0.11%0.00%-0.11%
Amber Enterprises India Ltd.0.76%0.65%-0.11%
Bandhan Bank Ltd.0.68%0.79%+0.11%
Syrma SGS Technology Ltd.0.51%0.62%+0.11%
Central Mine Planning & Design Institute Ltd.0.00%0.10%+0.10%
Tata Technologies Ltd0.65%0.55%-0.10%
The Great Eastern Shipping Company Ltd.0.59%0.69%+0.10%
Amara Raja Energy & Mobility Ltd0.50%0.41%-0.09%
Latent View Analytics Ltd.0.09%0.00%-0.09%
Crompton Greaves Consumer Electricals Ltd.0.69%0.60%-0.09%
KFin Technologies Ltd.0.59%0.50%-0.09%
Navin Fluorine International Ltd.1.45%1.36%-0.09%
Zee Entertainment Enterprises Ltd.0.39%0.31%-0.08%
CE Info Systems Ltd.0.08%0.00%-0.08%
Brigade Enterprises Ltd.0.55%0.48%-0.07%
Carborundum Universal Ltd.0.58%0.65%+0.07%
Deepak Nitrite Ltd.0.54%0.47%-0.07%
Neuland Laboratories Ltd.0.90%0.83%-0.07%
Wockhardt Ltd.0.71%0.78%+0.07%
Bharat Coking Coal Ltd.0.00%0.07%+0.07%
Emcure Pharmaceuticals Ltd.0.29%0.36%+0.07%
PG Electroplast Ltd.0.43%0.36%-0.07%
Canara HSBC Life Insurance Company Ltd.0.17%0.24%+0.07%
Kirloskar Oil Engines Ltd.0.79%0.86%+0.07%
Manappuram Finance Ltd.0.85%0.78%-0.07%
Aegis Logistics Ltd.0.72%0.78%+0.06%
IFCI Ltd.0.27%0.21%-0.06%
Sun TV Network Ltd.0.21%0.27%+0.06%
Finolex Cables Ltd.0.43%0.49%+0.06%
Gabriel India Ltd.0.41%0.35%-0.06%
HBL Engineering Ltd.0.34%0.40%+0.06%
R R Kabel Ltd.0.44%0.38%-0.06%
Cholamandalam Financial Holdings Ltd.0.67%0.62%-0.05%
Garden Reach Shipbuilders & Engineers Ltd.0.34%0.29%-0.05%
IIFL Finance Ltd.0.68%0.63%-0.05%
RBL Bank Ltd.1.07%1.12%+0.05%
Gravita India Ltd.0.26%0.21%-0.05%
Prime Focus Ltd.0.09%0.14%+0.05%
Aarti Industries Ltd.0.49%0.44%-0.05%
Aditya Birla Real Estate Ltd0.32%0.27%-0.05%
E.I.D. - Parry (India) Ltd.0.37%0.32%-0.05%
Engineers India Ltd.0.33%0.38%+0.05%
Indian Energy Exchange Ltd.0.43%0.38%-0.05%
Sagility Ltd.0.49%0.44%-0.05%
Sumitomo Chemical India Ltd.0.29%0.24%-0.05%
Angel One Ltd.0.85%0.80%-0.05%
Delhivery Ltd.1.16%1.11%-0.05%
Atul Ltd.0.46%0.42%-0.04%
Data Patterns (India) Ltd.0.62%0.58%-0.04%
Jindal Saw Ltd.0.33%0.29%-0.04%
NBCC (India) Ltd.0.40%0.36%-0.04%
Physicswallah Ltd.0.29%0.33%+0.04%
Poonawalla Fincorp Ltd.0.75%0.71%-0.04%
Sammaan Capital Ltd.0.51%0.47%-0.04%
ZF Commercial Vehicle Control Systems India Ltd.0.52%0.48%-0.04%
NCC Ltd.0.27%0.23%-0.04%
Tega Industries Ltd.0.12%0.16%+0.04%
CESC Ltd.0.42%0.38%-0.04%
Netweb Technologies India Ltd.0.44%0.40%-0.04%
Ola Electric Mobility Ltd.0.42%0.38%-0.04%
Syngene International Ltd.0.35%0.31%-0.04%
Welspun Living Ltd.0.28%0.32%+0.04%
Zen Technologies Ltd.0.37%0.33%-0.04%
eClerx Services Ltd.0.37%0.33%-0.04%
Sai Life Sciences Ltd.0.91%0.95%+0.04%
Star Health and Allied Insurance Company Ltd.0.60%0.56%-0.04%
ACME Solar Holdings Ltd.0.37%0.40%+0.03%
Affle 3I Ltd.0.46%0.43%-0.03%
Craftsman Automation Ltd.0.74%0.71%-0.03%
CreditAccess Grameen Ltd.0.34%0.31%-0.03%
Godawari Power And Ispat Ltd.0.27%0.24%-0.03%
Home First Finance Company India Ltd.0.51%0.48%-0.03%
IRB Infrastructure Developers Ltd.0.34%0.31%-0.03%
Intellect Design Arena Ltd.0.28%0.25%-0.03%
Kaynes Technology India Ltd.0.52%0.49%-0.03%
LT Foods Ltd.0.28%0.25%-0.03%
PNB Housing Finance Ltd.0.98%0.95%-0.03%
Piramal Pharma Ltd.0.61%0.58%-0.03%
Rainbow Children's Medicare Ltd.0.32%0.29%-0.03%
Tata Chemicals Ltd.0.46%0.43%-0.03%
Afcons Infrastructure Ltd.0.20%0.17%-0.03%
DOMS Industries Ltd.0.18%0.21%+0.03%
JK Tyre & Industries Ltd.0.22%0.19%-0.03%
KEC International Ltd.0.25%0.22%-0.03%
NMDC Steel Ltd.0.24%0.21%-0.03%
Olectra Greentech Ltd.0.24%0.21%-0.03%
Tejas Networks Ltd.0.21%0.18%-0.03%
The India Cements Ltd.0.12%0.09%-0.03%
Aditya Infotech Ltd.0.44%0.47%+0.03%
CCL Products (India) Ltd.0.35%0.32%-0.03%
Can Fin Homes Ltd.0.30%0.27%-0.03%
Castrol India Ltd.0.40%0.43%+0.03%
Cyient Ltd.0.42%0.39%-0.03%
Jaiprakash Power Ventures Ltd.0.36%0.33%-0.03%
Motherson Sumi Wiring India Ltd.0.42%0.39%-0.03%
Ramkrishna Forgings Ltd.0.35%0.32%-0.03%
Reliance Power Ltd.0.29%0.26%-0.03%
Triveni Turbine Ltd.0.31%0.28%-0.03%
Aadhar Housing Finance Ltd0.23%0.21%-0.02%
Action Construction Equipment Ltd.0.21%0.23%+0.02%
Acutaas Chemicals Ltd.0.74%0.76%+0.02%
Allied Blenders And Distillers Ltd.0.15%0.17%+0.02%
Anand Rathi Wealth Ltd.0.89%0.87%-0.02%
Aptus Value Housing Finance India Ltd.0.40%0.38%-0.02%
Bata India Ltd.0.20%0.18%-0.02%
Capri Global Capital Ltd.0.45%0.43%-0.02%
City Union Bank Ltd.1.00%0.98%-0.02%
Cohance Lifesciences Ltd.0.34%0.32%-0.02%
Deepak Fertilisers And Petrochemicals Corporation Ltd.0.43%0.41%-0.02%
Devyani International Ltd.0.27%0.25%-0.02%
EIH Ltd.0.25%0.27%+0.02%
Elgi Equipments Ltd.0.61%0.59%-0.02%
Firstsource Solutions Ltd.0.38%0.36%-0.02%
Graphite India Ltd.0.21%0.23%+0.02%
Himadri Speciality Chemical Ltd.0.70%0.72%+0.02%
IDBI Bank Ltd.0.23%0.21%-0.02%
Jyoti CNC Automation Ltd.0.38%0.40%+0.02%
Kalpataru Projects International Ltd.0.72%0.70%-0.02%
Nuvama Wealth Management Ltd.0.62%0.60%-0.02%
Poly Medicure Ltd.0.31%0.29%-0.02%
Sona BLW Precision Forgings Ltd.1.65%1.67%+0.02%
The Ramco Cements Ltd.0.50%0.48%-0.02%
Vardhman Textiles Ltd.0.26%0.24%-0.02%
Vijaya Diagnostic Centre Ltd.0.34%0.32%-0.02%
Birlasoft Ltd.0.22%0.20%-0.02%
Concord Biotech Ltd.0.22%0.20%-0.02%
Elecon Engineering Company Ltd.0.16%0.18%+0.02%
Gujarat Mineral Development Corporation Ltd.0.21%0.19%-0.02%
Indiamart Intermesh Ltd.0.24%0.22%-0.02%
International Gemological Institute Ltd.0.16%0.14%-0.02%
Transformers And Rectifiers India Ltd.0.15%0.13%-0.02%
Zensar Technologies Ltd.0.24%0.22%-0.02%
Aditya Birla Sun Life AMC Ltd.0.35%0.33%-0.02%
Choice International Ltd.0.30%0.28%-0.02%
Five-Star Business Finance Ltd.0.47%0.45%-0.02%
Indraprastha Gas Ltd.0.48%0.46%-0.02%
Kajaria Ceramics Ltd.0.47%0.45%-0.02%
The Jammu & Kashmir Bank Ltd.0.30%0.28%-0.02%
Whirlpool Of India Ltd.0.28%0.30%+0.02%
CarTrade Tech Ltd.0.58%0.56%-0.02%
Dr. Lal Pathlabs Ltd.0.68%0.70%+0.02%
Aavas Financiers Ltd.0.23%0.22%-0.01%
Aegis Vopak Terminals Ltd.0.18%0.19%+0.01%
Anant Raj Ltd.0.42%0.41%-0.01%
Anupam Rasayan India Ltd.0.17%0.16%-0.01%
BLS International Services Ltd.0.13%0.12%-0.01%
Brainbees Solutions Ltd.0.19%0.18%-0.01%
CIE Automotive India Ltd.0.23%0.22%-0.01%
Ceat Ltd.0.32%0.31%-0.01%
Cemindia Projects Ltd.0.31%0.30%-0.01%
Chambal Fertilisers and Chemicals Ltd.0.28%0.27%-0.01%
Chennai Petroleum Corporation Ltd.0.30%0.31%+0.01%
Force Motors Ltd.0.38%0.37%-0.01%
Gillette India Ltd.0.27%0.26%-0.01%
Granules India Ltd.0.55%0.56%+0.01%
Honasa Consumer Ltd.0.30%0.29%-0.01%
Inox Wind Ltd.0.31%0.30%-0.01%
JSW Cement Ltd.0.15%0.16%+0.01%
Jubilant Ingrevia Ltd.0.26%0.25%-0.01%
Mahanagar Gas Ltd.0.28%0.27%-0.01%
Mangalore Refinery And Petrochemicals Ltd.0.14%0.13%-0.01%
Minda Corporation Ltd.0.26%0.25%-0.01%
Natco Pharma Ltd.0.34%0.33%-0.01%
Nava Ltd.0.36%0.35%-0.01%
PCBL Chemical Ltd.0.25%0.26%+0.01%
PTC Industries Ltd.0.61%0.60%-0.01%
PVR Inox Ltd.0.39%0.40%+0.01%
Paradeep Phosphates Ltd.0.31%0.30%-0.01%
Shipping Corporation Of India Ltd.0.22%0.21%-0.01%
Signatureglobal (India) Ltd.0.14%0.13%-0.01%
Sobha Ltd.0.25%0.24%-0.01%
Swan Corp Ltd.0.19%0.18%-0.01%
TBO Tek Ltd.0.27%0.26%-0.01%
Techno Electric & Engineering Company Ltd.0.22%0.23%+0.01%
Tenneco Clean Air India Ltd0.22%0.23%+0.01%
Titagarh Rail Systems Ltd.0.30%0.29%-0.01%
Trident Ltd.0.14%0.13%-0.01%
UCO Bank0.13%0.12%-0.01%
Urban Company Ltd.0.26%0.25%-0.01%
Zydus Wellness Ltd.0.23%0.22%-0.01%
Gallantt Ispat Ltd.0.08%0.07%-0.01%
ITI Ltd.0.12%0.11%-0.01%
JBM Auto Ltd.0.11%0.10%-0.01%
RHI Magnesita India Ltd.0.10%0.11%+0.01%
Railtel Corporation Of India Ltd.0.11%0.10%-0.01%
Tata Teleservices (Maharashtra) Ltd.0.09%0.08%-0.01%
Caplin Point Laboratories Ltd.0.23%0.24%+0.01%
Clean Science And Technology Ltd.0.18%0.17%-0.01%
Ircon International Ltd.0.18%0.17%-0.01%
Jupiter Wagons Ltd.0.15%0.14%-0.01%
Lemon Tree Hotels Ltd.0.24%0.23%-0.01%
Nuvoco Vistas Corporation Ltd.0.14%0.15%+0.01%
Belrise Industries Ltd.0.40%0.41%+0.01%
Inventurus Knowledge Solutions Ltd.0.40%0.41%+0.01%
Shyam Metalics And Energy Ltd.0.35%0.34%-0.01%
Asahi India Glass Ltd.0.52%0.52%0.00%
BEML Ltd.0.34%0.34%0.00%
Balrampur Chini Mills Ltd.0.34%0.34%0.00%
Central Bank of India0.23%0.23%0.00%
Emami Ltd.0.33%0.33%0.00%
Emmvee Photovoltaic Power Ltd.0.20%0.20%0.00%
Gland Pharma Ltd.1.04%1.04%0.00%
JM Financial Ltd.0.22%0.22%0.00%
Jain Resource Recycling Ltd.0.09%0.09%0.00%
Krishna Institute of Medical Sciences Ltd0.89%0.89%0.00%
MMTC Ltd.0.04%0.04%0.00%
Onesource Specialty Pharma Ltd.0.54%0.54%0.00%
Rites Ltd.0.13%0.13%0.00%
Sarda Energy & Minerals Ltd.0.21%0.21%0.00%
Schneider Electric Infrastructure Ltd.0.32%0.32%0.00%
Timken India Ltd.0.51%0.51%0.00%
UTI Asset Management Company Ltd.0.17%0.17%0.00%
Usha Martin Ltd.0.41%0.41%0.00%

Compare

Similar funds

The rest of the category, so this fund’s numbers have something to sit against.

FundAUMExpense1Y3Y5Y
Category average₹818 Cr1.15%14.3%8.1%16.4%
Motilal Oswal Nifty Microcap 250 Index Fund₹2,410 Cr1.23%12.3%6.2%—
Axis Nifty Smallcap 50 Index Fund₹778 Cr1.22%17.3%9.8%—
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund₹364 Cr1.21%17.4%10.1%16.4%
Edelweiss Nifty Smallcap 250 Index Fund₹277 Cr1.03%7.3%4.8%—
Kotak Nifty Smallcap 50 Index Fund₹260 Cr1.04%17.1%9.9%—
See all Index funds

About

About this fund

The scheme’s own words, its benchmark and the people running it.

Investment objective

The scheme seeks 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 managers

  • Abhishek BisenMr. Bisen is a BA and MBA in Finance.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.
  • Jeetu Valechha SonarMr. Sonar is a Post Graduate Diploma in Management in Finance managementPrior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
  • Satish DondapatiMr. Dondapati has done MBA FinancePrior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Scheme information document

Tools

Return calculator

What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.

₹
Over the pastTotal investmentWould’ve becomeGrowthReturns
6 months1.69% absolute₹60,000₹61,0141.69%
1 year2.84% annualised₹1,20,000₹1,21,8621.55%

Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.

How this is calculated

Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.

The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.

Questions

Frequently asked questions

The things people ask about this scheme.

What is the NAV of Kotak Nifty Smallcap 250 Index Fund?
The NAV of Kotak Nifty Smallcap 250 Index Fund is ₹11.32 as on 9 Nov 2026.
What is the expense ratio of Kotak Nifty Smallcap 250 Index Fund?
The expense ratio of Kotak Nifty Smallcap 250 Index Fund is 0.94% per year.
What is the minimum SIP amount for Kotak Nifty Smallcap 250 Index Fund?
You can start a SIP in Kotak Nifty Smallcap 250 Index Fund with ₹3,000 a month.
Is there a lock-in or exit load on Kotak Nifty Smallcap 250 Index Fund?
Lock-in: None. Exit load: 0%.
How risky is Kotak Nifty Smallcap 250 Index Fund?
Kotak Nifty Smallcap 250 Index Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap Index category.
Which fund house manages Kotak Nifty Smallcap 250 Index Fund?
Kotak Nifty Smallcap 250 Index Fund is managed by Kotak Mahindra Mutual Fund, which runs 97 schemes with ₹6,34,000 Cr under management.