Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth is a fund scheme from Kotak mutual fund. It falls under a Index Fund category. After being launched on 10-04-2023. Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth has achieved Rs 91.37 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 0.89%.

• Investing Strategy:

  The scheme seeks to replicate the composition of the Nifty Smallcap 50 Index and to generate returns that are commensurate with the performance of the Nifty Small cap 50 Index, subject to tracking errors.

• Performance:

  Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth trailing returns over different times are 38% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 38%

• Fund Manager & Portfolio Allocation:

  Abhishek Bisen, Devender Singhal, Satish Dondapati are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Capital Markets, Pharmaceuticals & Biotechnology, Finance, Consumer Durables, Construction Sectors. First five holdings of this fund are MULTI COMMODITY EXCHANGE OF INDIA LIMITED, Crompton Greaves Consumer Electricals Limited, BLUE STAR LTD., Central Depository Services (India) Ltd, Glenmark Pharmaceuticals Ltd Companies.