TickerKhojKotak Mahindra Mutual Fund · Index Funds · Equity Index · Direct plan
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
₹21.762NAV on 30 Oct 2026Expense ratio 0.48%
29 Oct 2025NAV low 17.28 · high 23.53+4.6%
In plain words
Over 3 years it returned +16.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.0%.
On 3-year return it ranks 8 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹4,264 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.0% | +1.9% |
| 3 months | -3.0% | -5.1% |
| 6 months | +6.2% | -3.2% |
| 1 year | +4.7% | -10.2% |
| 3 years (yearly) | +16.8% | +7.4% |
| Since start (yearly) | +23.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,27,410 | +10.2% |
| 3 years | ₹3,60,000 | ₹4,12,587 | +8.6% |
Other plan of this fund: Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth