Kotak Nifty Smallcap 250 Index Fund Direct Growth

Kotak Nifty Smallcap 250 Index Fund Direct Growth is an equity fund. This fund was started on 27 January, 2025. The fund is managed by Devender Singhal, Satish Dondapati, Abhishek Bisen. The fund could potentially beat inflation in the long-run.

1. Kotak Nifty Smallcap 250 Index Fund Direct Growth has ₹21 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.2.
   

Kotak Nifty Smallcap 250 Index Fund Direct Growth has given a CAGR return of 0.19% since inception.

Kotak Nifty Smallcap 250 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Health, Basic Materials, Consumer Cyclical, Tech, Consumer Defensive, Utilities, Communication, Real Estate, Energy. Its top holdings are Multi Commodity Exchange of India Ltd, Laurus Labs Ltd, Crompton Greaves Consumer Electricals Ltd, Central Depository Services (India) Ltd, Radico Khaitan Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Nifty Smallcap 250 Index Fund Direct Growth has no lock in period.