Kotak Nifty Smallcap 250 Index Fund - Growth - Regular Plan

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  • Net Change on 12-12-2025

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Fund Overview Growth | Regular Plan

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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 20.34 23.78 17.85 1.14 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 -0.27 21.11 22.72 1.00 2,929.32
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 1.04 14.11 16.00 0.88 2,756.56
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -13.02 17.83 21.59 0.95 2,653.32
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 3.29 12.31 14.19 0.92 2,021.05

Fund Holdings as on 30-November-2025

  • MULTI COMMODITY EXCHANGE OF INDIA LIMITED

  • Laurus Labs Ltd

  • Central Depository Services (India) Ltd

  • Radico Khaitan Ltd.

  • KARUR VYSYA BANK LTD.

  • DELHIVERY LTD

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • City Union Bank Ltd.

  • RBL BANK LTD.

  • Computer Age Management Services Limited

  • TI Financial Holding ltd.

  • ANGEL ONE LIMITED

  • KAYNES TECHNOLOGY LTD

  • Crompton Greaves Consumer Electricals Limited

  • PNB HOUSING FINANCE LTD.

  • KRISHNA INSTITUTE OF MEDICAL

  • Redington (India) Ltd.

  • Manappuram Finance Ltd.

  • Amber Enterprises India Ltd

  • ASTER DM HEALTHCARE LTD

  • NEULAND LABORATORIES LTD.

  • JB Chemicals & Pharmaceuticals Ltd.

  • KFIN TECHNOLOGIES LTD.

  • Gland Pharma Limited

  • POONAWALLA FINCORP LIMITED

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • India Infoline Ltd

  • Narayana Hrudalaya Ltd

  • BANDHAN BANK LIMITED

  • The Ramco Cements Ltd

  • INOX WIND LIMITED

  • Tata Chemicals Ltd.

  • BRIGADE ENTERPRISES LIMITED

  • NBCC (India) Ltd

  • Indiabulls Housing Finance Ltd.

  • Asahi India Glass Ltd.

  • AMARA RAJA ENERGY MOB LTD.

  • DR.Lal Pathlabs Ltd

  • Motherson Sumi Wiring India Limited

  • PIRAMAL PHARMA LIMITED

  • AUTHUM INVESTMENT & INFRASTRUCTURE LTD.

  • Reliance Power Ltd.

  • Timken India Ltd.

  • NUVAMA WEALTH MANAGEMENT LIMITED

  • Welspun Corp Limited

  • Anand Rathi Wealth Ltd.

  • Star Health and Allied Insurance Ltd.

  • Indian Energy Exchange Ltd.

  • PTC INDUSTRIES LTD.

  • Five Star Business Finance Ltd

  • ELGI Equipments Ltd.

  • FIRSTSOURCE SOLUTIONS LTD.

  • The Great Eastern Shipping Company Ltd.

  • CESC Ltd.

  • HINDUSTAN COPPER LTD.

  • EID PARRY (INDIA) LTD.

  • Affle (India) Ltd.

  • Emami Ltd.

  • Sundaram Fasteners Ltd.

  • HIMADRI SPECIALITY CHEMICAL LTD.

  • Wockhardt Ltd.

  • Intellect Design Arena Ltd

  • ZF Commercial Vehicle Control Systems India Ltd

  • HBL ENGINEERING LTD.

  • Carborundum Universal Ltd.

  • ECLERX SERVICES LTD.

  • AEGIS LOGISTICS LTD

  • Cyient Ltd.

  • PG ELECTROPLAST LTD

  • Atul Ltd.

  • Kirloskar Oil Engines Ltd.

  • Zee Entertainment Enterprises Ltd

  • Castrol (India) Ltd.

  • ADITYA BIRLA REAL ESTATE LTD

  • Deepak Fertilizers & Petrochemicals Corp. Ltd.

  • Jaiprakash Power Ventures Ltd.

  • KEC INTERNATIONAL LTD.

  • Kajaria Ceramics Ltd.

  • SAI LIFE SCIENCES LIMITED

  • JUBILANT PHARMOVA LIMITED

  • Data Patterns (India) Ltd.

  • HOME FIRST FINANCE CO INDIA

  • CRAFTSMAN AUTOMATION LTD

  • ERIS LIFESCIENCES LTD

  • JYOTI CNC AUTOMATION LTD

  • GO DIGIT GENERAL INSURANCE LTD.

  • ZENSAR TECHNOLGIES LTD.

  • Force Motors Ltd.

  • ONESOURCE SPECIALTY PHARMA LTD.

  • GUJARAT STATE PETRONET LTD.

  • ATHER ENERGY LTD

  • GARDEN REACH SHIPBUILDERS & ENGINEERS LTD

  • CEAT Ltd.

  • Granules India Ltd.

  • INVENTURUS KNOWLEDGE SOLUTIONS LTD.

  • MAHARASHTRA SCOOTERS LTD.

  • LEMON TREE HOTELS LTD

  • Natco Pharma Ltd

  • Anant Raj Industries Ltd.

  • Aarti Industries Ltd.

  • SAGILITY INDIA LTD.

  • PVR LTD.

  • Usha Martin Ltd.

  • Pfizer Ltd.

  • APTUS VALUE HOUSING FINANCE

  • CAN FIN HOMES LTD.

  • EIH Ltd.

  • POLY MEDICURE LTD.

  • CAPRI GLOBAL CAPITAL LTD

  • NAVA LTD.

  • SUVEN PHARMACEUTICALS LTD

  • CREDITACCESS GRAMEEN LTD.

  • CCL PRODUCTS INDIA LTD

  • Gillette India Ltd.

  • Indiamart Intermesh ltd.

  • NCC Limited

  • BEML Limited

  • Sonata Software Ltd.

  • HFCL LTD

  • Sobha Developers Ltd.

  • Mahanagar Gas Ltd

  • RAINBOW CHILDRENS MEDICARE LTD

  • Chambal Fertilisers & Chemicals Ltd.

  • Whirlpool of India Ltd.

  • TITAGARH RAIL SYSTEMS LTD.

  • BRAINBEES SOLUTIONS LIMITED

  • ZEN TECHNOLOGIES LTD

  • CHOICE INTERNATIONAL LTD

  • Bata India Ltd.

  • CHALET HOTELS LTD.

  • V-Guard Industries Ltd.

  • Birlasoft LImited

  • SYRMA SGS TECHNOLOGY LTD

  • SWAN ENERGY LTD

  • TRIVENI TURBINE LTD.

  • Aavas Financiers Ltd

  • ADITYA BIRLA LIFESTYLE BRANDS LIMITED

  • Techno Electric & Engineering Company Limited

  • AFCONS INFRASTRUCTURE LTD.

  • JUBILANT INGREVIA LTD.

  • Bayer Crop Science Ltd

  • Sapphire Foods India Ltd.

  • GRAVITA INDIA LTD.

  • GODAWARI POWER AND ISPAT LIMITED

  • SUMITOMO CHEMICAL INDIA LTD.

  • SHYAM METALICS AND ENERGY LIMITED LTD

  • PCBL LTD

  • SKF INDIA (INDUSTRIAL) LIMITED

  • JM FINANCIAL LTD.

  • Finolex Cables Ltd.

  • RAMKRISHNA FORGINGS LTD.

  • LT FOODS LTD.

  • NEWGEN SOFTWARE TECHNOLOGIES LTD.

  • Astrazeneca Pharma India Ltd.

  • DEVYANI INTERNATIONAL LIMITED

  • TBO TEK LIMITED

  • Sun TV Network Limited

  • INDEGENE LTD.

  • JK Tyre & Industries Ltd.

  • NETWEB TECHNOLOGIES INDIA LTD.

  • Engineers India Ltd

  • Aditya Birla Sun Life AMC Ltd

  • Ircon International Ltd

  • Triparty Repo

  • Balrampur Chini Mills Ltd.

  • OLECTRA GREENTECH LTD.

  • OLA ELECTRIC MOBILITY LIMITED

  • AADHAR HOUSING FINANCE LIMITED

  • Alembic Pharmaceuticals Ltd.

  • FINOLEX INDUSTRIES LTD.

  • Metropolis Healthcare Ltd.

  • Reliance Infrastructure Ltd.

  • VIJAYA DIAGNOSTIC CENTRE PVT

  • Century Plyboards (India) Ltd.

  • NMDC STEEL LTD

  • DCM SHRIRAM LTD.

  • JAMMU KASHMIR BANK LTD

  • UTI ASSET MANAGEMENT COMPANY LTD

  • BASF INDIA LTD.

  • WELSPUN LIVING LTD

  • CONCORD BIOTECH LTD.

  • MINDA CORPORATION LIMITED

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • R R KABEL LTD

  • DOMS INDUSTRIES LTD

  • Bikaji Foods International Ltd.

  • SARDA ENERGY AND MINERALS LTD.

  • Vardhman Textiles Ltd.

  • Gujarat Mineral Development Corporation Ltd.

  • SKF INDIA LTD

  • H.E.G. LTD.

  • ELECON ENGINEERING CO LTD.

  • Chennai Petroleum Corporation Ltd.

  • SIGNATURE GLOBAL LTD

  • Kirloskar Brothers Ltd

  • ADITYA BIRLA FASHION AND RETAIL LTD.

  • Schneider Electric Infrastructure Ltd

  • DR. AGARWAL'S HEALTH CARE LTD

  • Happiest Minds Technologies Limited

  • Action Construction Equipment Ltd.

  • Jyothy Laboratories Ltd.

  • SBFC FINANCE LTD

  • Ksb Ltd.

  • Tejas Networks Ltd

  • HONASA CONSUMER LTD.

  • BLS INTERNATIONAL SERVICES LTD

  • The Shipping Corporation of India Ltd.

  • Praj Industries Ltd.

  • JUPITER WAGONS LTD

  • CAPLIN POINT LABORATORIES LTD.

  • JINDAL SAW LTD

  • CENTRAL BANK OF INDIA

  • Vedant Fashions Ltd.

  • Graphite India Limited.

  • Latent View Analytics Ltd

  • NUVOCO VISTAS CORPORATION LTD.

  • EMCURE PHARMACEUTICALS LIMITED

  • Trident Ltd

  • Blue Dart Express Ltd

  • IFCI Ltd.

  • INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.

  • D B REALTY LIMITED

  • CERA SANITARYWARE LTD

  • RITES LIMITED

  • Bombay Burmah Trading Corporation Ltd.

  • Triveni Engineering & Industries Ltd.

  • Akzo Nobel India Ltd.

  • Saregama India Ltd.

  • ITI LTD.

  • Railtel Corporation Of India Ltd

  • AEGIS VOPAK TERMINALS LTD

  • TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED

  • C.E. INFO SYSTEMS LTD.

  • Mangalore Refinery and Petrochemicals Ltd.

  • RHI MAGNESITA INDIA LTD.

  • INOX INDIA LTD

  • Godrej Agrovet Ltd.

  • TATA TELESERVICES LIMITED

  • SCHLOSS BANGALORE LTD.

  • JBM AUTO LTD.

  • Maharashtra Seamless Ltd.

  • CAMPUS ACTIVEWEAR LTD.

  • Alkyl Amines Chemicals Limited

  • ACME SOLAR HOLDINGS LTD.

  • ALOK INDUSTRIES LTD

  • CLEAN SCIENCE AND TECHNOLOGY LTD

  • BLUE JET HEALTHCARE LTD

  • RASHTRIYA CHEMICALS & FERTILIZERS LTD

  • INDIA CEMENTS LTD.

  • VENTIVE HOSPITALITY LTD.

  • AKUMS DRUGS & PHARMACEUTICALS LTD.

  • MMTC LTD

  • Net Current Assets/(Liabilities)

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Chemicals

  • Finance - NBFC

  • Finance - Housing

  • Depository Services

  • Power Generation/Distribution

  • IT - Software

  • Engineering - Construction

  • Finance - Investment

  • Steel & Iron Products

  • Construction - Real Estate

  • BPO/ITeS

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Consumer Durables - Domestic Appliances

  • Trading

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Insurance

  • Electronics - Components

  • Logistics

  • Finance - Others

  • Household & Personal Products

  • Batteries

  • Bearings

  • Consumer Food

  • Textile

  • Business Support

  • Compressors / Pumps

  • Sugar

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Carbon Black

  • Air Conditioners

  • Engineering Consultancy

  • Gas Transmission/Marketing

  • Defence

  • Shipping

  • TV Broadcasting & Software Production

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Ceramics/Marble/Granite/Sanitaryware

  • Glass

  • Pesticides & Agrochemicals

  • Construction Vehicles

  • Castings/Forgings

  • Film Production, Distribution & Entertainment

  • Railways Wagons

  • Retailing

  • Fasteners

  • Finance - Asset Management

  • Cable

  • Abrasives

  • Lubricants

  • Footwear

  • Fertilizers

  • Electrodes & Welding Equipment

  • Ship Building

  • Medical Equipment/Supplies/Accessories

  • Refineries

  • Tea/Coffee

  • Telecom-Infrastructure

  • Telecommunication - Equipment

  • Telecommunication - Service Provider

  • Travel Services

  • Forgings

  • IT - Hardware

  • Plastic Products

  • Diversified

  • Wood & Wood Products

  • Printing & Stationery

  • Mining & Minerals

  • Professional Services

  • Bank - Public

  • Textile - Spinning

  • Courier Services

  • Finance Term Lending

  • Agriculture

  • Miscellaneous

  • Paints

  • Refractories

  • Animal Feed

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Fund Manager

  • Cash

  • Equity

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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 ₹38.12 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 up ₹0.09(0.83%)yesterday to ₹10.6.

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