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Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Index Funds/ETFs
Fund House : Kotak Mahindra Mutual Fund

Returns (NAV as on 14th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Oct-25 10052.60 0.53% - 0.62% 131/724
1 Month 12-Sep-25 9962.40 -0.38% - 1.60% 551/718
3 Month 14-Jul-25 9414.60 -5.85% - 2.40% 674/693
6 Month 11-Apr-25 11378.40 13.78% - 12.92% 174/658
YTD 01-Jan-25 9550.40 -4.50% - 8.32% 525/610
1 Year 14-Oct-24 9318.30 -6.82% -6.82% 4.72% 448/563
2 Year 13-Oct-23 14278.20 42.78% 19.43% 16.54% 121/452
Since Inception 10-Apr-23 19861.00 98.61% 31.37% 11.64% 35/759
Returns Calculator

SIP Returns (NAV as on 14th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-Oct-24 12000 12317.98 2.65 % 4.95 %
2 Year 13-Oct-23 24000 26057.28 8.57 % 8.12 %
SIP Calculator

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.74% -0.38% -5.85% 13.78% -3.74% -6.82% 19.43% 0.00% 0.00%
Nifty 50 -0.32% 0.13% 0.25% 10.15% 6.35% 0.07% 12.80% 13.51% 15.99%
Benchmark: NIFTY Smallcap 50 TRI -0.74% -0.22% -5.56% 14.48% -2.92% -5.81% 21.22% 26.95% 25.01%
Category Average -0.21% 1.60% 2.40% 12.92% 8.32% 4.72% 16.54% 17.99% 19.40%
Category Rank 621/713 551/718 674/693 174/658 525/610 448/563 121/452 0/0 0/0
Best in Category 4.16% 38.09% 54.90% 88.57% 103.56% 93.64% 60.45% 58.16% 44.66%
Worst in Category -3.46% -5.87% -8.94% -1.74% -18.13% -18.52% 2.63% 7.12% -74.37%

Best Quarters

Period This Fund Nifty 50 NIFTY Smallcap 50 TRI Category Average
Q2 - 2024 21.70% 7.48% -- 8.83%
Q4 - 2023 20.99% 11.33% -- 9.39%
Q4 - 2023 20.99% 11.33% -- 9.39%

Worst Quarters

Period This Fund Nifty 50 NIFTY Smallcap 50 TRI Category Average
Q1 - 2025 -14.34% -2.43% -- -0.57%
Q3 - 2025 -8.60% -3.64% -- 0.01%
Q1 - 2025 -4.09% -2.43% -- -0.57%

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Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347