Home› Funds› Kotak Nifty SmallCap 250 Index Fund- Direct - Grow

Kotak Nifty SmallCap 250 Index Fund- Direct - Growth

Kotak · Small Cap
Very High
₹11.08
Current NAV
03 Nov 2026
-2.1%
1Y Return
17.0%
3Y CAGR
19.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.3%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.50).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.00
Sharpe Ratio
0.90
Beta
5.50
Alpha
1.30
Sortino
Fund Details
Fund House Kotak
Category Small Cap
AUM ₹5550 Cr
Expense Ratio 0.30%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Small Cap
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular IDCW
Groww
₹10.10 44.8%
DSP Nifty Smallcap 250 Index Fund - Regular - Growth
DSP
₹10.42 44.4%
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular Growth
Groww
₹10.10 43.8%
Groww Small Cap Fund - Direct-IDCW
Groww
₹12.36 41.3%