46
Index — Small CapHold
Kotak Nifty Small Cap 250 Index
Kotak · Direct–Growth · rank #9 of 18 by Smart Score
Data updated
Trailing returns
1 Year
4.8%
-0.0% vs index
3 Years
—
5 Years
—
Since launch
10.5%
Year-by-year performance
2026
+9.8%+0.0% vs index
Why this score
Kotak Nifty Small Cap 250 Index scores 46/100 — #9 of 18 Index — Small Cap fund (Hold). It stands out for volatility and expense ratio — beating 89% of peers on volatility. The main drag is its sharpe ratio (better than only 18% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
Volatility18.20 · 89th percentile in category
Sharpe ratio0.22 · 18th percentile in category
Fund size84.92 Cr · 19th percentile in category
Expense ratio0.34% · 74th percentile in category
Sortino ratio0.31 · 25th percentile in category
1Y return4.75% · 41st percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.65%
2.Karur Vysya Bank Ltd1.49%
3.Ather Energy Ltd.1.49%
4.Navin Fluorine International Ltd1.45%
5.Welspun Corp Ltd1.42%
250 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.