Index — Small CapAvoid

Kotak Nifty Small Cap 250 Index

Kotak · Direct–Growth · rank #11 of 18 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)

1 Year

1.4%

-0.0% vs index

3 Years

—

5 Years

—

Since launch

10.8%

Year-by-year performance

last entry = YTD

2026

+8.6%+0.1% vs index

Why this score

Kotak Nifty Small Cap 250 Index scores 42/100 — #11 of 18 Index — Small Cap fund (Avoid). It stands out for volatility and alpha — beating 89% of peers on volatility. The main drag is its sharpe ratio (better than only 14% of peers).

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

Sharpe ratio0.23 · 14th percentile in category

Volatility18.80 · 89th percentile in category

Sortino ratio0.32 · 18th percentile in category

Fund size61.66 Cr · 19th percentile in category

Alpha-2.50 · 61st percentile in category

Expense ratio0.40% · 47th percentile in category

Other Index — Small Cap funds

Axis Nifty Small Cap 50 Index

3Y 22.8%

Kotak Nifty Small Cap 50 Index

3Y 22.8%

Edelweiss Nifty Small Cap 250 Index

3Y 18.0%

Motilal Oswal Nifty Small Cap 250 Index Dir

3Y 17.9%