Kotak Nifty Smallcap 50 Index Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.5%
Sharpe Ratio0.10
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services5.12%
Central Depository Services (India) LtdFinancial Services4.14%
Laurus Labs LtdServices3.63%
Crompton Greaves Consumer Electricals LtdConsumers3.45%
Radico Khaitan LtdConsumers3.01%
Computer Age Management Services Ltd Ordinary SharesTechnology2.89%
Delhivery LtdCapital Goods2.79%
Angel One Ltd Ordinary SharesFinancial Services2.68%
PNB Housing Finance LtdFinancial Services2.54%
Kaynes Technology India LtdCapital Goods2.47%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.9%
Regulatory & Tax Information
INF174KA1NA5
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)