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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty Microcap 250 Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Nifty Microcap 250 Index Fund (Growth)

EquityIndex Funds

17.8056

NAV (Jul 25)

72.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.8056

NAV (Jul 25)

Fund Returns

Last 1Y
69.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
72.6%
6 Month CAGR
21%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that,before expenses,correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index,subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
1.09
Launched (1y ago)
Jul 05, 2023
AUM in Crores
1167.737
ISIN
INF247L01BR7
Lock-in
No Lock-in
Benchmark
Nifty Microcap 250 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Swapnil Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty Microcap 250 Index Fund (Growth)70%56,84,131 49,51,51969.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-25

Top Stock Holdings

kirloskar oil engines ltd

1.7%
1.7%

jaiprakash power ventures ltd

1.4%
1.4%

astra microwave products ltd

1.2%
1.2%

reliance power ltd

1.2%
1.2%

religare enterprises ltd

1.2%
1.2%
See all holdings

Allocation by Sector

industrials

27.3%
27.3%

consumer cyclical

18.3%
18.3%

basic materials

15.8%
15.8%

financial services

8.9%
8.9%

technology

6.4%
6.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 24,345 cr

₹ 16,283 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 57,964 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

38.5%

24.6%

24%

25.7%

4.6%

4.2%

12.9%

23.9%

4.6%

3.4%

Motilal Oswal Nifty Microcap 250 Index Fund (G) Review

Motilal Oswal Nifty Microcap 250 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 72.5% over a period of 1 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar.

Nav of Motilal Oswal Nifty Microcap 250 Index Fund (G) as of 7/25/2024 is ₹17.81 with the total AUM as of 7/26/2024 is ₹1167.737. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty Microcap 250 Index Fund (G) was launched on Jul 05, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Nifty Microcap 250 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Nifty Microcap 250 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Microcap 250 TR INR.

Motilal Oswal Nifty Microcap 250 Index Fund (G) is rated as a 0 fund in Equity and delivered 69.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty Microcap 250 Index Fund (G).

Frequently Asked Questions

What is Motilal Oswal Nifty Microcap 250 Index Fund (G)?

Motilal Oswal Nifty Microcap 250 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Nifty Microcap 250 Index Fund (G)?

You can invest in Motilal Oswal Nifty Microcap 250 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Nifty Microcap 250 Index Fund (G)?

The minimum sip amount for Motilal Oswal Nifty Microcap 250 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Motilal Oswal Nifty Microcap 250 Index Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Nifty Microcap 250 Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Nifty Microcap 250 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Nifty Microcap 250 Index Fund (G)?

The expense ratio of the Motilal Oswal Nifty Microcap 250 Index Fund (G) is 1.09% for regular plan.