Kotak Nifty Smallcap 50 Index Fund(IDCW Payout)

Ticker: mf17191
Decent 56/100

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Business Overview

The Kotak Nifty Smallcap 50 Index Fund (IDCW Payout) is designed for investors seeking exposure to the dynamic smallcap segment of the Indian equity market. This fund tracks the Nifty Smallcap 50 Index, offering a diversified portfolio of 50 smallcap stocks. Ideal for long-term investors looking to capitalize on growth potential, it aims to deliver attractive returns while managing risk through diversification. With a focus on transparency and low expense ratios, this fund is a compelling choice for those looking to enhance their equity investments.

  • Tracks the Nifty Smallcap 50 Index
  • Diversified portfolio of 50 smallcap stocks
  • Ideal for long-term growth-oriented investors
  • Focus on transparency and low costs
  • Potential for higher returns compared to large caps
  • Invest in the future of Indian businesses

Opportunity vs Risk

Opportunities
  • High growth potential in smallcaps
  • Diversification across multiple sectors
  • Lower entry cost for retail investors
  • Potential for high returns
  • Tax benefits on long-term investments
Risks ⚠️
  • Market volatility in smallcap segment
  • Liquidity concerns during downturns
  • Higher management fees than largecaps
  • Economic slowdown impact
  • Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Kotak Nifty Smallcap 50 Index Fund(IDCW Payout) • Updated: 2025-10-01 03:45:04
  • 10
    Business
    High
    The fund is invested in smallcap stocks which are generally in growth sectors, but individual business models may vary.
  • 10
    Growth
    High
    The smallcap segment has shown potential for high growth, but consistency can be variable.
  • 10
    Profitability
    High
    Profitability metrics can be inconsistent among smallcap stocks.
  • 8
    Valuation
    High
    Valuation metrics are mixed; some stocks may be overvalued compared to peers.
  • 7
    Balance
    High
    Smallcap companies often have weaker balance sheets with higher debt levels.
  • 6
    Governance
    Good
    Governance standards can vary widely among smallcap companies.
  • 5
    Drivers
    Good
    Growth drivers exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is cautious; liquidity can be low.
Final Score & Verdict
Score 56 / 100 • Decent
The Kotak Nifty Smallcap 50 Index Fund has potential for growth but comes with significant risks and variability in performance.