OtherIndex FundsDirect · Growth
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Kotak Mahindra · Scheme 151649
₹23.15▼ 0.09%NAV · 2026-09-18
Excellent FundScore
AUM
₹229 cr
Expense ratio
0.35%
3Y CAGR
22.9%
Risk level
Very High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Devender SinghalExit load: Nil
Excellent · 83/100
A standout fund on our data — strong across almost every dimension.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 22.9% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.35% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +22.9%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •No major red flags on our data — but all mutual funds carry market risk.
FundScore breakdown
83/100 · Excellent
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.