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Kotak Nifty Smallcap 50 Index Fund
Fund Overview
| AUM (Fund size) | ₹169 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 2 yrs 8 m since Mar 16, 2023 |
| Benchmark | NIFTY Smallcap 50 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.9% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Nifty Smallcap 50 Index Fund | -1.27% | 2.28% | -0.86% | N.A. | N.A. | N.A. |
| Motilal Oswal Nifty Smallcap 250 Index Fund | -2.88% | 0.56% | -3.43% | 20.3% | 24.23% | 13.39% |
| Nippon India Nifty Smallcap 250 Index Fund | -2.87% | 0.53% | -4.15% | 19.91% | 23.93% | 12.34% |
| HDFC NIFTY Smallcap 250 Index Fund | -2.86% | 0.59% | -3.54% | 21.61% | 12.45% | 6.04% |
| Motilal Oswal Nifty Microcap 250 Index Fund | -2.6% | -1.55% | -6.1% | 17.95% | 10.41% | 5.08% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Nifty Smallcap 50 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Motilal Oswal Nifty Smallcap 250 Index Fund | 19.41 | 1.03 | 0.81 | 1.20 |
| Nippon India Nifty Smallcap 250 Index Fund | 19.30 | 1.02 | 0.79 | 1.18 |
| HDFC NIFTY Smallcap 250 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Motilal Oswal Nifty Microcap 250 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Nifty Smallcap 50 Index Fund | 169 Cr | 2 yrs 8 m | 0.9% |
| Motilal Oswal Nifty Smallcap 250 Index Fund | 1,044 Cr | 6 yrs 3 m | 1.04% |
| Nippon India Nifty Smallcap 250 Index Fund | 2,690 Cr | 5 yrs 1 m | 0.95% |
| HDFC NIFTY Smallcap 250 Index Fund | 566 Cr | 2 yrs 7 m | 0.75% |
| Motilal Oswal Nifty Microcap 250 Index Fund | 2,729 Cr | 2 yrs 5 m | 1.11% |