myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Nifty Smallcap 50 Index

Opening:

16th March 2023

Closing:

29th March 2023

Minimum Investment:

Rs. 5000/- and in multiples of Rs 1 for purchases and of Re 0.01 for switches.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

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.

Benchmark:

NIFTY Smallcap 100

Fund Manager:

Devender Singhal, Satish Dondapati, Abhishek Bisen

Asset Allocation

95-100% Equity upto 5% Money Market

upto 5% Debt Nil Others

Comparable existing schemes

Axis Nifty Smallcap 50 Index Fund	19.48(6M)	23.56(1Y)
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund	19.71(6M)	24.23(1Y)

Fund Prognosis

Idea Distiller

A very aggressive index that is very difficult to track and replicate with an active strategy. An index fund is the best bet and Kotak is at last making smart choices.

Fund House AAUM:
Rs. 29159323.58 Lakhs (as on 31st March 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

For the seasoned, long window investor I frankly cant think of a better option. A definite add worthy member to the portfolio.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028