Kotak Nifty Smallcap 50 Index Fund - Regular Plan - IDCW

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - IDCW is a scheme launched by Kotak Mutual Fund on April 10, 2023, and falls under the Index fund category. It currently manages an AUM of Rs 139.53 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 0.89% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to replicate the composition of the Nifty Smallcap 50 Index and to generate returns that are commensurate with the performance of the Nifty Small cap 50 Index, subject to tracking errors.

• Performance:

  Kotak Nifty Smallcap 50 Index Fund - Regular Plan - IDCW trailing returns over different times are -7.37% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at -3.52%.