Kotak Nifty Smallcap 50 Reg Gr

Kotak Nifty Smallcap 50 Reg Gr Fund Details and Key Information

Kotak Nifty Smallcap 50 Reg Gr is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹220.34 Cr

• Expense Ratio: 0.78%

• Cash Holding: -0.17%

• Plan Type: Dividend

• Benchmark: Nifty Smallcap 50 TR INR

• Launch Date: 2023-04-10

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Kotak Nifty Smallcap 50 Reg Gr Returns and Performance

Kotak Nifty Smallcap 50 Reg Gr has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 3.97%

• 3 Months: 9.59%

• 6 Months: 19.88%

• 1 Year: 16.12%

• 3 Years: 0.84%

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Kotak Nifty Smallcap 50 Reg Gr Risk Level and Volatility

Understanding risk is important before investing. Kotak Nifty Smallcap 50 Reg Gr falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Kotak Nifty Smallcap 50 Reg Gr Portfolio Allocation

The asset allocation of Kotak Nifty Smallcap 50 Reg Gr shows how investments are distributed across asset classes.

• Equity Allocation: 100.17%

• Cash Allocation: -0.17%

This allocation plays a key role in determining the fund’s risk and return profile.

Kotak Nifty Smallcap 50 Reg Gr Sector Allocation

Kotak Nifty Smallcap 50 Reg Gr diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 12.08%

• Communication Services: 1.18%

• Consumer Cyclical: 8.14%

• Energy: 3.10%

• Financial Services: 33.59%

• Healthcare: 19.72%

• Industrials: 8.30%

• Technology: 10.19%

• Utilities: 3.87%

Sector allocation data helps investors understand which industries the fund is focusing on.

Kotak Nifty Smallcap 50 Reg Gr Fund House

Kotak Nifty Smallcap 50 Reg Gr is managed by:

AMC Name: Kotak Mahindra Asset Management Co Ltd

A strong fund house with a proven track record can improve investor confidence.

Kotak Nifty Smallcap 50 Reg Gr Minimum Investment

Investors can start investing in Kotak Nifty Smallcap 50 Reg Gr with:

Minimum Investment: ₹100

This makes the fund accessible for both beginners and experienced investors.