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Kotak Nifty Smallcap 250 Index Fund Direct dividend payout
Equity • Index • Direct dividend payout
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct dividend payout
Launched On
27 Jan 2025
0.9 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹10.64
+0.824% (0.10)
AUM
₹36 Cr
Expense ratio
0.15%
Benchmark
Nifty Smallcap 250 Index
Fund Plan
Irregular
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Healthcare
Consumer Cyclical
Basic Materials
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,90,545 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Devender Singhal
Experience: 6.59 yrs • Total AUM: 3,44,079 Cr
Satish Dondapati
Experience: 6.59 yrs • Total AUM: 34,821 Cr
Abhishek Bisen
Experience: 17.70 yrs • Total AUM: 10,91,176 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Tracking error
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.