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Kotak Nifty SmallCap 250 Index Fund- Direct - Growth

Kotak · Small Cap
Very High
₹11.50
Current NAV
25 Jun 2026
20.0%
1Y Return
17.0%
3Y CAGR
19.0%
5Y CAGR
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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
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