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Fund Facts
  • Name of Fund:
    Kotak Nifty Smallcap 50 Index
  • Opening:
    16th March 2023
  • Closing:
    29th March 2023
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs. 5000/- and in multiples of Rs 1 for purchases and of Re 0.01 for switches.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
  • Exit Road:
  • Thereafter:

Fund Stats


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 Small cap 50 Index, subject to tracking errors.

  • Benchmark:

  • NIFTY Smallcap 100

  • Fund Manager:

  • Devender Singhal, Satish Dondapati, Abhishek Bisen

Asset Allocation

95-100% Equity
upto 5% Money Market
Comparable existing schemes
Axis Nifty Smallcap 50 Index Fund 19.48(6M) 23.56(1Y)
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 19.71(6M) 24.23(1Y)

Fund Prognosis

Idea Distiller

A very aggressive index that is very difficult to track and replicate with an active strategy. An index fund is the best bet and Kotak is at last making smart choices.

  • Fund House AAUM:

  • Rs. 29159323.58 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

For the seasoned, long window investor I frankly cant think of a better option. A definite add worthy member to the portfolio.