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Kotak Nifty SmallCap 250 Index Fund - Direct - IDCW

Kotak · Small Cap
Very High
₹11.30
Current NAV
04 Nov 2026
0.5%
1Y Return
24.5%
3Y CAGR
26.5%
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 0.45%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Very large asset base (AUM: ₹17,300 Cr) indicating high investor trust and liquidity.
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
1.75
Sharpe Ratio
0.45
Beta
0.25
Alpha
2.01
Sortino
Fund Details
Fund House Kotak
Category Small Cap
AUM ₹17300 Cr
Expense Ratio 0.45%
Min SIP ₹500
Min Lumpsum ₹1000
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