Kotak Nifty SmallCap 250 Index Fund (Direct)
Kotak Mahindra Mutual Fund · benchmark Nifty Smallcap 250 TRI · 1.8 years old · AMFI code 153223
B (middle of the peer group), score 42.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.6% | 4.0% | -0.4% | 9 / 11 |
| 1 year | 1.3% | 1.9% | -0.5% | 7 / 10 |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Kotak Nifty SmallCap 250 Index Fund (Direct plan)?
₹11.39 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Nifty SmallCap 250 Index Fund (Direct)?
0.41% a year; the Regular plan's is 0.90%.
What does Kotak Nifty SmallCap 250 Index Fund invest in?
Its largest holdings are EQ - SONA BLW PRECISION FORGING LTD, EQ - WELSPUN CORP LTD., Karur Vysya Bank Limited, with 249 stocks in all (September 2026 portfolio).
How is Kotak Nifty SmallCap 250 Index Fund rated?
B: 7 of 10 Direct plans in Index: NIFTY SMALLCAP 250, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.