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
9.7%
-0.0% vs index
3 Years
—
5 Years
—
Since launch
11.5%
Year-by-year performance
2026
+11.0%+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 25% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
Volatility18.24 · 89th percentile in category
Sharpe ratio0.27 · 25th percentile in category
Fund size64.89 Cr · 19th percentile in category
Sortino ratio0.38 · 25th percentile in category
Expense ratio0.36% · 65th percentile in category
1Y return9.74% · 38th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.6%
2.Karur Vysya Bank Ltd1.5%
3.Navin Fluorine International Ltd1.29%
4.Delhivery Ltd1.25%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ1.15%
250 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.