Kotak Nifty Smallcap 250 Index Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 09-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 23.14 24.83 17.35 1.14 4,102.98
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 5.99 22.08 20.93 1.00 3,023.23
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 6.66 14.89 14.40 0.88 2,820.64
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -7.01 18.73 19.61 0.95 2,681.50
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -6.34 19.11 19.79 1.04 1,021.03

Fund Holdings as on 31-December-2025

  • MULTI COMMODITY EXCHANGE OF INDIA LIMITED

  • Laurus Labs Ltd

  • Radico Khaitan Ltd.

  • Central Depository Services (India) Ltd

  • Triparty Repo

  • KARUR VYSYA BANK LTD.

  • DELHIVERY LTD

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • City Union Bank Ltd.

  • RBL BANK LTD.

  • TI Financial Holding ltd.

  • PNB HOUSING FINANCE LTD.

  • Computer Age Management Services Limited

  • HINDUSTAN COPPER LTD.

  • Manappuram Finance Ltd.

  • AUTHUM INVESTMENT & INFRASTRUCTURE LTD.

  • Crompton Greaves Consumer Electricals Limited

  • Redington (India) Ltd.

  • ANGEL ONE LIMITED

  • KRISHNA INSTITUTE OF MEDICAL

  • JB Chemicals & Pharmaceuticals Ltd.

  • KFIN TECHNOLOGIES LTD.

  • ASTER DM HEALTHCARE LTD

  • India Infoline Ltd

  • Amber Enterprises India Ltd

  • POONAWALLA FINCORP LIMITED

  • Gland Pharma Limited

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • The Ramco Cements Ltd

  • Anand Rathi Wealth Ltd.

  • NEULAND LABORATORIES LTD.

  • BANDHAN BANK LIMITED

  • Narayana Hrudalaya Ltd

  • NBCC (India) Ltd

  • KAYNES TECHNOLOGY LTD

  • SAI LIFE SCIENCES LIMITED

  • Motherson Sumi Wiring India Limited

  • Asahi India Glass Ltd.

  • BRIGADE ENTERPRISES LIMITED

  • Tata Chemicals Ltd.

  • Wockhardt Ltd.

  • INOX WIND LIMITED

  • DR.Lal Pathlabs Ltd

  • HIMADRI SPECIALITY CHEMICAL LTD.

  • Affle (India) Ltd.

  • NUVAMA WEALTH MANAGEMENT LIMITED

  • Indiabulls Housing Finance Ltd.

  • (PTC INDUSTRIES LTD.)

  • ZF Commercial Vehicle Control Systems India Ltd

  • The Great Eastern Shipping Company Ltd.

  • AMARA RAJA ENERGY MOB LTD.

  • Timken India Ltd.

  • ATHER ENERGY LTD

  • Star Health and Allied Insurance Ltd.

  • Indian Energy Exchange Ltd.

  • FIRSTSOURCE SOLUTIONS LTD.

  • PIRAMAL PHARMA LIMITED

  • Welspun Corp Limited

  • EID PARRY (INDIA) LTD.

  • CESC Ltd.

  • Five Star Business Finance Ltd

  • HBL ENGINEERING LTD.

  • Emami Ltd.

  • Sundaram Fasteners Ltd.

  • ELGI Equipments Ltd.

  • Kirloskar Oil Engines Ltd.

  • ONESOURCE SPECIALTY PHARMA LTD.

  • ECLERX SERVICES LTD.

  • Reliance Power Ltd.

  • HOME FIRST FINANCE CO INDIA

  • APTUS VALUE HOUSING FINANCE

  • Carborundum Universal Ltd.

  • Force Motors Ltd.

  • Atul Ltd.

  • KEC INTERNATIONAL LTD.

  • Cyient Ltd.

  • CRAFTSMAN AUTOMATION LTD

  • Castrol (India) Ltd.

  • PG ELECTROPLAST LTD

  • AEGIS LOGISTICS LTD

  • GUJARAT STATE PETRONET LTD.

  • ADITYA BIRLA REAL ESTATE LTD

  • Intellect Design Arena Ltd

  • Granules India Ltd.

  • Deepak Fertilizers & Petrochemicals Corp. Ltd.

  • JUBILANT PHARMOVA LIMITED

  • SUVEN PHARMACEUTICALS LTD

  • JYOTI CNC AUTOMATION LTD

  • Anant Raj Industries Ltd.

  • Jaiprakash Power Ventures Ltd.

  • Zee Entertainment Enterprises Ltd

  • GO DIGIT GENERAL INSURANCE LTD.

  • ERIS LIFESCIENCES LTD

  • Usha Martin Ltd.

  • Natco Pharma Ltd

  • ZENSAR TECHNOLGIES LTD.

  • Kajaria Ceramics Ltd.

  • INVENTURUS KNOWLEDGE SOLUTIONS LTD.

  • CEAT Ltd.

  • SAGILITY INDIA LTD.

  • LEMON TREE HOTELS LTD

  • NAVA LTD.

  • CAN FIN HOMES LTD.

  • Data Patterns (India) Ltd.

  • MAHARASHTRA SCOOTERS LTD.

  • Aarti Industries Ltd.

  • Pfizer Ltd.

  • Chambal Fertilisers & Chemicals Ltd.

  • EIH Ltd.

  • HFCL LTD

  • PVR LTD.

  • Birlasoft LImited

  • GARDEN REACH SHIPBUILDERS & ENGINEERS LTD

  • TITAGARH RAIL SYSTEMS LTD.

  • BEML Limited

  • CAPRI GLOBAL CAPITAL LTD

  • Sonata Software Ltd.

  • CREDITACCESS GRAMEEN LTD.

  • Gillette India Ltd.

  • Indiamart Intermesh ltd.

  • POLY MEDICURE LTD.

  • CCL PRODUCTS INDIA LTD

  • RAINBOW CHILDRENS MEDICARE LTD

  • NCC Limited

  • SWAN ENERGY LTD

  • GODAWARI POWER AND ISPAT LIMITED

  • Sobha Developers Ltd.

  • Mahanagar Gas Ltd

  • OLA ELECTRIC MOBILITY LIMITED

  • BRAINBEES SOLUTIONS LIMITED

  • ZEN TECHNOLOGIES LTD

  • CHALET HOTELS LTD.

  • TRIVENI TURBINE LTD.

  • V-Guard Industries Ltd.

  • ADITYA BIRLA LIFESTYLE BRANDS LIMITED

  • CHOICE INTERNATIONAL LTD

  • JK Tyre & Industries Ltd.

  • Sapphire Foods India Ltd.

  • Bata India Ltd.

  • SHYAM METALICS AND ENERGY LIMITED LTD

  • DEVYANI INTERNATIONAL LIMITED

  • JUBILANT INGREVIA LTD.

  • GRAVITA INDIA LTD.

  • Aditya Birla Sun Life AMC Ltd

  • JM FINANCIAL LTD.

  • Aavas Financiers Ltd

  • Bayer Crop Science Ltd

  • Sun TV Network Limited

  • SUMITOMO CHEMICAL INDIA LTD.

  • Ircon International Ltd

  • AFCONS INFRASTRUCTURE LTD.

  • Finolex Cables Ltd.

  • SYRMA SGS TECHNOLOGY LTD

  • Whirlpool of India Ltd.

  • Astrazeneca Pharma India Ltd.

  • TBO TEK LIMITED

  • Engineers India Ltd

  • Techno Electric & Engineering Company Limited

  • NEWGEN SOFTWARE TECHNOLOGIES LTD.

  • RAMKRISHNA FORGINGS LTD.

  • LT FOODS LTD.

  • INDEGENE LTD.

  • PCBL LTD

  • H.E.G. LTD.

  • VIJAYA DIAGNOSTIC CENTRE PVT

  • AADHAR HOUSING FINANCE LIMITED

  • NETWEB TECHNOLOGIES INDIA LTD.

  • Balrampur Chini Mills Ltd.

  • NMDC STEEL LTD

  • Century Plyboards (India) Ltd.

  • Metropolis Healthcare Ltd.

  • DCM SHRIRAM LTD.

  • Gujarat Mineral Development Corporation Ltd.

  • OLECTRA GREENTECH LTD.

  • Bikaji Foods International Ltd.

  • FINOLEX INDUSTRIES LTD.

  • SARDA ENERGY AND MINERALS LTD.

  • R R KABEL LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • Reliance Infrastructure Ltd.

  • DOMS INDUSTRIES LTD

  • Alembic Pharmaceuticals Ltd.

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • JUPITER WAGONS LTD

  • MINDA CORPORATION LIMITED

  • BASF INDIA LTD.

  • Vardhman Textiles Ltd.

  • JAMMU KASHMIR BANK LTD

  • CONCORD BIOTECH LTD.

  • SIGNATURE GLOBAL LTD

  • Graphite India Limited.

  • Akzo Nobel India Ltd.

  • ELECON ENGINEERING CO LTD.

  • Schneider Electric Infrastructure Ltd

  • CLEAN SCIENCE AND TECHNOLOGY LTD

  • ADITYA BIRLA FASHION AND RETAIL LTD.

  • WELSPUN LIVING LTD

  • Kirloskar Brothers Ltd

  • EMCURE PHARMACEUTICALS LIMITED

  • SBFC FINANCE LTD

  • Chennai Petroleum Corporation Ltd.

  • Praj Industries Ltd.

  • Ksb Ltd.

  • HONASA CONSUMER LTD.

  • The Shipping Corporation of India Ltd.

  • DR. AGARWAL'S HEALTH CARE LTD

  • JINDAL SAW LTD

  • Action Construction Equipment Ltd.

  • BLS INTERNATIONAL SERVICES LTD

  • Jyothy Laboratories Ltd.

  • Happiest Minds Technologies Limited

  • CAPLIN POINT LABORATORIES LTD.

  • Tejas Networks Ltd

  • CENTRAL BANK OF INDIA

  • NUVOCO VISTAS CORPORATION LTD.

  • Vedant Fashions Ltd.

  • IFCI Ltd.

  • SCHLOSS BANGALORE LTD.

  • AEGIS VOPAK TERMINALS LTD

  • INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.

  • Trident Ltd

  • Triveni Engineering & Industries Ltd.

  • Latent View Analytics Ltd

  • Bombay Burmah Trading Corporation Ltd.

  • Blue Dart Express Ltd

  • RITES LIMITED

  • Railtel Corporation Of India Ltd

  • TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED

  • CERA SANITARYWARE LTD

  • C.E. INFO SYSTEMS LTD.

  • ITI LTD.

  • INDIA CEMENTS LTD.

  • D B REALTY LIMITED

  • RHI MAGNESITA INDIA LTD.

  • Godrej Agrovet Ltd.

  • Mangalore Refinery and Petrochemicals Ltd.

  • Saregama India Ltd.

  • INOX INDIA LTD

  • JBM AUTO LTD.

  • JSW CEMENT LTD

  • TATA TELESERVICES LIMITED

  • ACME SOLAR HOLDINGS LTD.

  • Maharashtra Seamless Ltd.

  • CAMPUS ACTIVEWEAR LTD.

  • Alkyl Amines Chemicals Limited

  • RASHTRIYA CHEMICALS & FERTILIZERS LTD

  • ALOK INDUSTRIES LTD

  • VENTIVE HOSPITALITY LTD.

  • BLUE JET HEALTHCARE LTD

  • AKUMS DRUGS & PHARMACEUTICALS LTD.

  • MMTC LTD

  • Net Current Assets/(Liabilities)

View More
  • Pharmaceuticals & Drugs

  • Bank - Private

  • Finance - Stock Broking

  • Chemicals

  • Hospital & Healthcare Services

  • Finance - Housing

  • Finance - NBFC

  • Depository Services

  • Finance - Investment

  • IT - Software

  • Engineering - Construction

  • Steel & Iron Products

  • Power Generation/Distribution

  • Auto Ancillary

  • Construction - Real Estate

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Consumer Durables - Domestic Appliances

  • Trading

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Electric Equipment

  • Finance - Others

  • Insurance

  • Metal - Non Ferrous

  • Consumer Food

  • Cement & Construction Materials

  • Logistics

  • Batteries

  • Household & Personal Products

  • Textile

  • Business Support

  • Sugar

  • Compressors / Pumps

  • Electronics - Components

  • Automobile Two & Three Wheelers

  • Carbon Black

  • Engineering Consultancy

  • Gas Transmission/Marketing

  • Shipping

  • Automobiles-Trucks/Lcv

  • Defence

  • TV Broadcasting & Software Production

  • Tyres & Allied

  • Air Conditioners

  • e-Commerce

  • Glass

  • Railways Wagons

  • Pesticides & Agrochemicals

  • Castings/Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Construction Vehicles

  • Bearings

  • Finance - Asset Management

  • Cable

  • Retailing

  • Fasteners

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Electrodes & Welding Equipment

  • Fertilizers

  • Lubricants

  • Footwear

  • Ferro & Silica Manganese

  • Ship Building

  • Telecom-Infrastructure

  • Medical Equipment/Supplies/Accessories

  • Refineries

  • Telecommunication - Equipment

  • Tea/Coffee

  • Telecommunication - Service Provider

  • Travel Services

  • Forgings

  • Mining & Minerals

  • IT - Hardware

  • Diversified

  • Wood & Wood Products

  • Plastic Products

  • Printing & Stationery

  • Paints

  • Professional Services

  • Bank - Public

  • Miscellaneous

  • Finance Term Lending

  • Textile - Spinning

  • Courier Services

  • Animal Feed

  • Refractories

View More

Fund Manager

  • Cash

  • Equity

View More

About Kotak Nifty Smallcap 250 Index Fund

Scheme Analysis

Kotak Nifty Smallcap 250 Index Fund is a Index Funds - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 27-Jan-2025 and currently has an AUM of ₹40.16 crore. Kotak Nifty Smallcap 250 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of Kotak Nifty Smallcap 250 Index Fund ended down ₹-0.18(-1.7%)yesterday to ₹10.472.

Among its top 3 holdings the fund has exposure to MULTI COMMODITY EXCHANGE OF INDIA LIMITED, and

The Kotak Nifty Smallcap 250 Index Fund is managed by Abhishek Bisen and Devender Singhal.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455