Kotak Nifty Smallcap 50 Index Fund Regular Plan Growth

Risk: Very High
₹ 20.88
NAV (Oct 4,2024)

Invest in the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth to grow your wealth. With an expense ratio of 1.04%, this fund aims to track the performance of the Nifty Smallcap 50 Index. The fund has a PE ratio of 42.97 and a PB ratio of 7.05, making it an attractive investment opportunity. With a minimum investment of ₹100 and no lock-in period, you can start investing in this fund today. Stay ahead in the market with Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth.

Kotak Nifty Smallcap 50 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Nifty Smallcap 50 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    42.97
  • P/B Ratio
    UM_URBAN_MONEY

    7.05
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.28
  • Sortino
    UM_URBAN_MONEY

    0.42

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.04%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 42.24 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Oct 05, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,426.41 (4.26%)₹ 12,274.37 (22.74%)₹ 15,226.01 (52.26%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 31,279.23 (4.26%)₹ 36,823.11 (22.74%)₹ 45,678.03 (52.26%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 52,132.05 (4.26%)₹ 61,371.85 (22.74%)₹ 76,130.05 (52.26%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 83,411.28 (4.26%)₹ 98,194.96 (22.74%)₹ 1,21,808.08 (52.26%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,04,264.1 (4.26%)₹ 1,22,743.7 (22.74%)₹ 1,52,260.1 (52.26%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Suzlon Energy Ltd8.24%
  • Cyient Ltd4.04%
  • KEI Industries Ltd3.80%
  • Angel One Limited3.73%
  • IDFC Limited3.52%
  • RBL BANK LTD3.48%
  • Central Depository Services India Ltd3.39%
  • Sonata Software Ltd3.00%
  • Exide Industries Ltd2.99%
  • Radico Khaitan Ltd2.69%
  • Glenmark Pharmaceuticals Ltd2.67%
  • Indian Energy Exchange Ltd2.66%
  • National Aluminium Company Ltd2.48%
  • Birlasoft LImited2.45%
  • JB Chemicals & Pharmaceuticals Ltd2.42%
  • PVR LTD2.42%
  • City Union Bank Ltd2.24%
  • Redington India Ltd2.20%
  • Triparty Repo2.13%
  • AMARA RAJA ENERGY MOB LTD2.10%
  • Computer Age Management Services Limited1.96%
  • Manappuram Finance Ltd1.95%
  • Hindustan Copper Ltd1.88%
  • Global Health Ltd1.78%
  • PIRAMAL PHARMA LIMITED1.77%
  • CESC Ltd1.73%
  • Indiamart Intermesh ltd1.71%
  • KALYAN JEWELLERS INDIA LTD1.68%
  • Finolex Cables Ltd1.68%
  • PNB HOUSING FINANCE LTD1.65%
  • Tanla Solutions Limited1.63%
  • Himachal Futuristic Communications Ltd1.56%
  • Mahanagar Gas Ltd1.41%
  • Gujarat Narmada Valley Fertilisers Company Ltd1.39%
  • Tejas Networks Ltd1.33%
  • IRB INFRASTRUCTURE DEVELOPERS LTD1.26%
  • Chambal Fertilisers & Chemicals Ltd1.23%
  • RAYMOND LTD1.20%
  • CIE AUTOMOTIVE INDIA LTD1.19%
  • ROUTE MOBILE LTD0.88%
  • WELSPUN LIVING LTD0.82%
  • Shree Renuka Sugars Ltd0.78%
  • IDBI BANK LTD0.76%
  • UTI Asset Management Company Ltd0.74%
  • Bikaji Foods International Ltd0.71%
  • INDIAN OVERSEAS BANK0.68%
  • JBM AUTO LTD0.54%
  • ANUPAM RASAYAN INDIA LTD0.50%
  • UCO BANK0.50%
  • Mangalore Refinery and Petrochemicals Ltd0.49%
  • CAMPUS ACTIVEWEAR LTD0.46%
  • Net Current Assets Liabilities-0.49%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

21.98%

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

18.84%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.98%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.95%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

Baroda BNP Paribas Nifty 50 Index Fund - Regular Plan - GrowthBaroda BNP Paribas Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.48%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

41.85%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

36.73%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

35.46%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

32.54%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.76%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

12.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

14.67%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

13.93%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

17.93%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.97%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Show all Funds

Fund Managers

DS

Mr. Devender SinghalFund Manager

SD

Mr. Satish DondapatiFund Manager

AB

Mr. Abhishek BisenFund Manager - Debt

Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

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Compare with similar Funds

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

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SBI Nifty Index Fund - Regular Plan - Growth

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ICICI Prudential Nifty 50 Index Fund - Cumulative

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HSBC Nifty Next 50 Index Fund - Regular Plan - Growth

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Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

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Axis Nifty 100 Index Fund - Regular Plan - Growth

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

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LIC MF Nifty Next 50 Index Fund - Growth

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

vs

Taurus Nifty 50 Index Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth?

The Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth is classified as a very high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth as of Oct 4,2024?

The current NAV of the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth as of Oct 4,2024 is INR 20.88.

What is the expense ratio associated with the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth?

The Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth has an expense ratio of 1.04%.

What is the minimum investment amount required for the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth?

The Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth requires a minimum investment amount of INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth?

Yes, the Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth offers a SIP option with a minimum investment of INR 100 per month.

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