Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 74.16 | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan is ₹18.01.
It is better to invest in a fund with a longer track record as Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.41%
The process for redemption is
The AUM of Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan is currently ₹58 Crores.
The Top three stocks are Exide Inds, Multi Commodity Exch and Crompt.Greaves Cons. and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.
Top three sectors of Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan fund are BFSI, IT and Auto accounting for 54% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Devender Singhal and Satish Dondapati manage the Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan Fund.
Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan current PE ratio is 39.22 and PB ratio is 5.93
The asset allocation of Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan is Stocks : 100.38%, Debt : -0.35% and Gold : 0%
The minimum SIP amount for Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Nifty Smallcap 50 Index Fund - Growth - Direct Plan is Nil