{"id":256697,"date":"2026-09-18T12:46:48","date_gmt":"2026-09-18T07:16:48","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-nifty-smallcap-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T12:46:48","modified_gmt":"2026-09-18T07:16:48","slug":"kotak-nifty-smallcap-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-nifty-smallcap-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Nifty Smallcap 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?"},"content":{"rendered":"

Kotak Nifty Smallcap 50 Index Fund Direct Growth Plan<\/a> has a current NAV of \u20b922.899 as of 17 Sep 2026 and a scheme AUM of \u20b9250 Cr. Its 1-year, 3-year and 5-year returns are 10.4%, 18.19% and 0% respectively, and the scheme sits in the High Risk bucket. Our view is that this is a fit for investors who want small-cap index exposure and can tolerate sharp swings, especially because the recent path has been uneven even though the 3-year return is still meaningfully ahead of the benchmark.<\/p>\n

The fund is low-cost at an expense ratio of 0.26%, and the portfolio is built around 50 holdings with a noticeable tilt toward financials, industrials and select growth-oriented companies. That makes it a portfolio where stock selection is broad enough to avoid a single-stock story, but still concentrated enough that the largest names can matter. For investors who can stay patient through volatility, the fund offers a clear rules-based way to access the small-cap segment.<\/p>\n

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