Kotak Nifty Smallcap 250 Index Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 22-07-2025

  • 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 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 Nifty 500 Index Fund - Regular Plan Sep 06, 2019 2.44 17.75 20.65 0.88 2,467.95
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 5.30 25.60 29.64 1.00 2,459.71
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 1.98 18.61 23.24 0.05 2,226.58
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 1.39 15.19 17.99 0.92 1,948.53
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 3.68 26.47 32.00 1.04 978.30

Fund Holdings as on 30-June-2025

  • MULTI COMMODITY EXCHANGE OF INDIA LIMITED

  • Central Depository Services (India) Ltd

  • Laurus Labs Ltd

  • Crompton Greaves Consumer Electricals Limited

  • TI Financial Holding ltd.

  • KARUR VYSYA BANK LTD.

  • Computer Age Management Services Limited

  • Radico Khaitan Ltd.

  • DELHIVERY LTD

  • Reliance Power Ltd.

  • Redington (India) Ltd.

  • PNB HOUSING FINANCE LTD.

  • ANGEL ONE LIMITED

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • KRISHNA INSTITUTE OF MEDICAL

  • KAYNES TECHNOLOGY LTD

  • City Union Bank Ltd.

  • KFIN TECHNOLOGIES LTD.

  • BRIGADE ENTERPRISES LIMITED

  • Manappuram Finance Ltd.

  • RBL BANK LTD.

  • Narayana Hrudalaya Ltd

  • Tata Chemicals Ltd.

  • Indian Energy Exchange Ltd.

  • Five Star Business Finance Ltd

  • Wockhardt Ltd.

  • KALPATARU PROJECTS INTERNATIONAL LIMITED

  • Amber Enterprises India Ltd

  • PIRAMAL ENTERPRISES LTD.

  • JB Chemicals & Pharmaceuticals Ltd.

  • The Ramco Cements Ltd

  • Zee Entertainment Enterprises Ltd

  • ASTER DM HEALTHCARE LTD

  • POONAWALLA FINCORP LIMITED

  • ADITYA BIRLA REAL ESTATE LTD

  • NBCC (India) Ltd

  • Affle (India) Ltd.

  • PIRAMAL PHARMA LIMITED

  • Timken India Ltd.

  • SUVEN PHARMACEUTICALS LTD

  • NUVAMA WEALTH MANAGEMENT LIMITED

  • HIMADRI SPECIALITY CHEMICAL LTD.

  • Welspun Corp Limited

  • Godfrey Phillips India Ltd.

  • KEC INTERNATIONAL LTD.

  • FIRSTSOURCE SOLUTIONS LTD.

  • Atul Ltd.

  • AMARA RAJA ENERGY MOB LTD.

  • INOX WIND LIMITED

  • ELGI Equipments Ltd.

  • Sundaram Fasteners Ltd.

  • Deepak Fertilizers & Petrochemicals Corp. Ltd.

  • EID PARRY (INDIA) LTD.

  • AUTHUM INVESTMENT & INFRASTRUCTURE LTD.

  • SKF India Ltd

  • Indiabulls Housing Finance Ltd.

  • GUJARAT STATE PETRONET LTD.

  • Carborundum Universal Ltd.

  • India Infoline Ltd

  • Cyient Ltd.

  • CESC Ltd.

  • PG ELECTROPLAST LTD

  • HOME FIRST FINANCE CO INDIA

  • Castrol (India) Ltd.

  • DR.Lal Pathlabs Ltd

  • Intellect Design Arena Ltd

  • NEULAND LABORATORIES LTD.

  • Aarti Industries Ltd.

  • AEGIS LOGISTICS LTD

  • The Great Eastern Shipping Company Ltd.

  • ZENSAR TECHNOLGIES LTD.

  • NCC Limited

  • PTC INDUSTRIES LTD.

  • ZF Commercial Vehicle Control Systems India Ltd

  • JUBILANT PHARMOVA LIMITED

  • HINDUSTAN COPPER LTD.

  • ERIS LIFESCIENCES LTD

  • ZEN TECHNOLOGIES LTD

  • JYOTI CNC AUTOMATION LTD

  • Kajaria Ceramics Ltd.

  • GARDEN REACH SHIPBUILDERS & ENGINEERS LTD

  • Gillette India Ltd.

  • Jaiprakash Power Ventures Ltd.

  • Whirlpool of India Ltd.

  • GO DIGIT GENERAL INSURANCE LTD.

  • Chambal Fertilisers & Chemicals Ltd.

  • Pfizer Ltd.

  • Data Patterns (India) Ltd.

  • BEML Limited

  • POLY MEDICURE LTD.

  • Mahanagar Gas Ltd

  • JSW HOLDINGS LTD.

  • NAVA LTD.

  • Asahi India Glass Ltd.

  • Natco Pharma Ltd

  • Aavas Financiers Ltd

  • HFCL LTD

  • BRAINBEES SOLUTIONS LIMITED

  • Anand Rathi Wealth Ltd.

  • Techno Electric & Engineering Company Limited

  • Sonata Software Ltd.

  • Bayer Crop Science Ltd

  • Indiamart Intermesh ltd.

  • RAINBOW CHILDRENS MEDICARE LTD

  • Bata India Ltd.

  • Sapphire Foods India Ltd.

  • CEAT Ltd.

  • Anant Raj Industries Ltd.

  • TITAGARH RAIL SYSTEMS LTD.

  • ECLERX SERVICES LTD.

  • Finolex Cables Ltd.

  • NEWGEN SOFTWARE TECHNOLOGIES LTD.

  • PCBL LTD

  • EIH Ltd.

  • Granules India Ltd.

  • Birlasoft LImited

  • V-Guard Industries Ltd.

  • Kirloskar Oil Engines Ltd.

  • TRIVENI TURBINE LTD.

  • Triparty Repo

  • LEMON TREE HOTELS LTD

  • RAMKRISHNA FORGINGS LTD.

  • PVR LTD.

  • Balrampur Chini Mills Ltd.

  • CRAFTSMAN AUTOMATION LTD

  • DEVYANI INTERNATIONAL LIMITED

  • CAN FIN HOMES LTD.

  • LT FOODS LTD.

  • HBL ENGINEERING LTD.

  • APTUS VALUE HOUSING FINANCE

  • Ircon International Ltd

  • Engineers India Ltd

  • CHALET HOTELS LTD.

  • Sobha Developers Ltd.

  • SUMITOMO CHEMICAL INDIA LTD.

  • CREDITACCESS GRAMEEN LTD.

  • JM FINANCIAL LTD.

  • SAGILITY INDIA LTD.

  • Usha Martin Ltd.

  • Praj Industries Ltd.

  • SWAN ENERGY LTD

  • FINOLEX INDUSTRIES LTD.

  • SHYAM METALICS AND ENERGY LIMITED LTD

  • FERTILISERS AND CHEMICALS TRAVANCORE LTD.

  • CONCORD BIOTECH LTD.

  • CCL PRODUCTS INDIA LTD

  • Kirloskar Brothers Ltd

  • BASF INDIA LTD.

  • IDBI BANK LTD.

  • Aditya Birla Sun Life AMC Ltd

  • Alembic Pharmaceuticals Ltd.

  • ELECON ENGINEERING CO LTD.

  • D B REALTY LIMITED

  • Tejas Networks Ltd

  • JUBILANT INGREVIA LTD.

  • JINDAL SAW LTD

  • GRAVITA INDIA LTD.

  • Astrazeneca Pharma India Ltd.

  • Happiest Minds Technologies Limited

  • UTI ASSET MANAGEMENT COMPANY LTD

  • JUPITER WAGONS LTD

  • TRANSFORMERS AND RECTIFIERS (INDIA) LIMITED

  • JAMMU KASHMIR BANK LTD

  • AFCONS INFRASTRUCTURE LTD.

  • Vardhman Textiles Ltd.

  • Kansai Nerolac Paints Ltd

  • Westlife Development Ltd.

  • CAPRI GLOBAL CAPITAL LTD

  • Action Construction Equipment Ltd.

  • SAI LIFE SCIENCES LIMITED

  • Vedant Fashions Ltd.

  • DCM SHRIRAM LTD.

  • Schneider Electric Infrastructure Ltd

  • SIGNATURE GLOBAL LTD

  • JK Tyre & Industries Ltd.

  • OLECTRA GREENTECH LTD.

  • AADHAR HOUSING FINANCE LIMITED

  • VIJAYA DIAGNOSTIC CENTRE PVT

  • NMDC STEEL LTD

  • Jyothy Laboratories Ltd.

  • Bikaji Foods International Ltd.

  • TANLA PLATFORMS LTD

  • GODAWARI POWER AND ISPAT LIMITED

  • TBO TEK LIMITED

  • Century Plyboards (India) Ltd.

  • Gujarat Narmada Valley Fertilisers Company Ltd.

  • DOMS INDUSTRIES LTD

  • BLS INTERNATIONAL SERVICES LTD

  • WELSPUN LIVING LTD

  • R R KABEL LTD

  • Metropolis Healthcare Ltd.

  • INDEGENE LTD.

  • Gujarat Pipavav Port Limited

  • H.E.G. LTD.

  • HONASA CONSUMER LTD.

  • CAPLIN POINT LABORATORIES LTD.

  • IFCI Ltd.

  • INVENTURUS KNOWLEDGE SOLUTIONS LTD.

  • MINDA CORPORATION LIMITED

  • SARDA ENERGY AND MINERALS LTD.

  • STERLING & WILSON RENEWABLE ENERGY LTD.

  • INDIAN OVERSEAS BANK

  • SBFC FINANCE LTD

  • CERA SANITARYWARE LTD

  • CENTRAL BANK OF INDIA

  • Trident Ltd

  • NETWORK18 MEDIA & INVESTMENTS LTD.

  • INTERNATIONAL GEMMOLOGICAL INSTITUTE (INDIA) LTD.

  • The Shipping Corporation of India Ltd.

  • Graphite India Limited.

  • RITES LIMITED

  • Blue Dart Express Ltd

  • Railtel Corporation Of India Ltd

  • Saregama India Ltd.

  • UCO BANK

  • RAYMOND LIFESTYLE LIMITED

  • SYRMA SGS TECHNOLOGY LTD

  • PNC Infratech

  • Bombay Burmah Trading Corporation Ltd.

  • Gujarat Mineral Development Corporation Ltd.

  • Mastek Ltd.

  • Godrej Agrovet Ltd.

  • TATA TELESERVICES LIMITED

  • CLEAN SCIENCE AND TECHNOLOGY LTD

  • Chennai Petroleum Corporation Ltd.

  • Alkyl Amines Chemicals Limited

  • Triveni Engineering & Industries Ltd.

  • EMCURE PHARMACEUTICALS LIMITED

  • ITI LTD.

  • KNR Constructions Ltd.

  • NIVA BUPA HEALTH INSURANCE COMPANY LTD.

  • Maharashtra Seamless Ltd.

  • ALIVUS LIFE SCIENCES LTD.

  • NETWEB TECHNOLOGIES INDIA LTD.

  • RAYMOND REALTY LIMITED

  • Latent View Analytics Ltd

  • RHI MAGNESITA INDIA LTD.

  • INOX INDIA LTD

  • Shree Renuka Sugars Ltd.

  • JBM AUTO LTD.

  • ALOK INDUSTRIES LTD

  • ACME SOLAR HOLDINGS LTD.

  • C.E. INFO SYSTEMS LTD.

  • CAMPUS ACTIVEWEAR LTD.

  • RAYMOND LTD.

  • RATTANINDIA ENTERPRISES LTD.

  • RASHTRIYA CHEMICALS & FERTILIZERS LTD

  • Just Dial Limited

  • INDIA CEMENTS LTD.

  • ROUTE MOBILE LTD.

  • AKUMS DRUGS & PHARMACEUTICALS LTD.

  • MMTC LTD

  • Net Current Assets/(Liabilities)

View More
  • Pharmaceuticals & Drugs

  • Chemicals

  • Finance - NBFC

  • Hospital & Healthcare Services

  • IT - Software

  • Construction - Real Estate

  • Depository Services

  • Finance - Housing

  • Engineering - Construction

  • Power Generation/Distribution

  • Finance - Stock Broking

  • Bank - Private

  • Finance - Investment

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Electric Equipment

  • Textile

  • Consumer Food

  • Trading

  • Sugar

  • Bearings

  • Courier Services

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Finance - Others

  • Breweries & Distilleries

  • Electronics - Components

  • Business Support

  • Carbon Black

  • Gas Transmission/Marketing

  • Batteries

  • Defence

  • Compressors / Pumps

  • TV Broadcasting & Software Production

  • Fertilizers

  • e-Commerce

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Construction Vehicles

  • Household & Personal Products

  • Shipping

  • Ceramics/Marble/Granite/Sanitaryware

  • Railways Wagons

  • Tyres & Allied

  • Cigarettes/Tobacco

  • Cable

  • Bank - Public

  • Insurance

  • Fasteners

  • Finance - Asset Management

  • Abrasives

  • Film Production, Distribution & Entertainment

  • Lubricants

  • Footwear

  • Logistics

  • Castings/Forgings

  • Ship Building

  • Telecommunication - Equipment

  • Medical Equipment/Supplies/Accessories

  • Glass

  • Telecom-Infrastructure

  • Electrodes & Welding Equipment

  • Telecommunication - Service Provider

  • Forgings

  • Engineering

  • Professional Services

  • Tea/Coffee

  • Plastic Products

  • Paints

  • Restaurants

  • Diversified

  • Automobiles-Trucks/Lcv

  • Travel Services

  • Wood & Wood Products

  • Printing & Stationery

  • Port

  • Finance Term Lending

  • Engineering Consultancy

  • Textile - Spinning

  • Mining & Minerals

  • Agriculture

  • Animal Feed

  • Refineries

  • IT - Hardware

  • Refractories

  • Textile - Weaving

  • Miscellaneous

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 ₹28.59 crore. Kotak Nifty Smallcap 250 Index Fund is benchmarked against Nifty Smallcap 250 - TRI as primary index.

The NAV of Kotak Nifty Smallcap 250 Index Fund ended down ₹-0.04(-0.35%)yesterday to ₹11.531.

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