42
Index — Small CapAvoid
Kotak Nifty Small Cap 250 Index
Kotak · Direct–Growth · rank #11 of 18 by Smart Score
Data updated
Trailing returns
1 Year
2.1%
-0.1% vs index
3 Years
—
5 Years
—
Since launch
6.8%
Year-by-year performance
2026
+4.5%-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 — 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.
Volatility18.09 · 89th percentile in category
Sharpe ratio0.02 · 18th percentile in category
Sortino ratio0.02 · 18th percentile in category
Fund size86.33 Cr · 19th percentile in category
1Y return2.14% · 34th percentile in category
Expense ratio0.39% · 58th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.67%
2.Welspun Corp Ltd1.6%
3.Karur Vysya Bank Ltd1.38%
4.Navin Fluorine International Ltd1.36%
5.Ather Energy Ltd.1.21%
249 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.