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

Motilal Oswal Nifty Smallcap 250 Index Fund (Growth)

EquitySmall Cap

26.5168

NAV (Sep 29)

27.1%
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

26.5168

NAV (Sep 29)

Fund Returns

Last 1Y
34.2%
Last 3Y
33.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
27.1%
6 Month CAGR
41%

Scheme Information

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 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
1.04
Launched (4y ago)
Sep 06, 2019
AUM in Crores
421.845
ISIN
INF247L01924
Lock-in
No Lock-in
Benchmark
IISL Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
18.6
Standard Deviation (5yr)
0
Beta (3yr)
0.99
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Swapnil Mayekar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty Smallcap 250 Index Fund (Growth)70%NaN NaN%
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 2023-09-29

Top Stock Holdings

suzlon energy ltd

2.1%
2.1%

kpit technologies ltd

1.6%
1.6%

idfc ltd

1.4%
1.4%

jindal stainless ltd

1.3%
1.3%

kei industries ltd

1.3%
1.3%
See all holdings

Allocation by Sector

industrials

24.5%
24.5%

financial services

18.9%
18.9%

basic materials

12.6%
12.6%

consumer cyclical

12%
12%

healthcare

9.7%
9.7%
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)

₹ 11,197 cr

₹ 11,862 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 32,924 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.amc-img
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

36.2%

21.1%

12.7%

21.1%

34.2%

18.9%

34.2%

18.9%

26.5%

14.7%

Motilal Oswal Nifty Smallcap 250 Index Fund (G) Review

Motilal Oswal Nifty Smallcap 250 Index Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 27.1% over a period of 4 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 Smallcap 250 Index Fund (G) as of 9/29/2023 is ₹26.52 with the total AUM as of 10/3/2023 is ₹421.845. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty Smallcap 250 Index Fund (G) was launched on Sep 06, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Nifty Smallcap 250 Index Fund (G) is ₹1000 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 Smallcap 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 IISL Nifty Smallcap 250 TR INR.

Motilal Oswal Nifty Smallcap 250 Index Fund (G) is rated as a 0 fund in Equity and delivered 34.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty Smallcap 250 Index Fund (G).

Frequently Asked Questions

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

Motilal Oswal Nifty Smallcap 250 Index Fund (G) is a Small Cap 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 Smallcap 250 Index Fund (G)?

You can invest in Motilal Oswal Nifty Smallcap 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 Smallcap 250 Index Fund (G)?

The minimum sip amount for Motilal Oswal Nifty Smallcap 250 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, Motilal Oswal Nifty Smallcap 250 Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Nifty Smallcap 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 Smallcap 250 Index Fund (G)?

The expense ratio of the Motilal Oswal Nifty Smallcap 250 Index Fund (G) is 1.04% for regular plan.