Motilal Oswal Mutual Fund

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Plan Growth

₹ 34.14

NAV (Apr 03)

36.997%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in small cap mutual funds.

Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

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Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.

Expense Ratio
0.36 %
Launched 5Y ago
2019-09-06
AUM in Crores
702
ISIN
INF247L01932
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
20
Beta
1
Sharpe Ratio
0.5
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Crompton Greaves Consumer Electricals Ltd.

1.56%
1.561%

Exide Industries Ltd.

1.27%
1.267%

Blue Star Ltd.

1.2%
1.2%

Central Depository Services (India) Ltd.

1.19%
1.194%

Glenmark Pharmaceuticals Ltd.

1.18%
1.181%
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Allocation by Sector

Financial

17.9%
17.903233%

Healthcare

13.82%
13.824448%

Services

11.61%
11.606667%

Capital Goods

10.03%
10.025802%

Chemicals

7.38%
7.376959%
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Frequently Asked Questions

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