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

Motilal Oswal Nifty Smallcap 250 Index Fund (G)

EquitySmall Cap

39.8132

NAV (Sep 18)

31.534%
5 Year CAGR
Scripbox Opinion
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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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

39.8132

NAV (Sep 18)

Fund Returns

Last 1Y
49.2%
Last 3Y
25.1%
Last 5Y
31.5%
Last 10Y
NA
Since Inception
31.7%
6 Month CAGR
32.8%

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
1.04
Launched (0y ago)
1.04
AUM in Crores
822.3
ISIN
INF247L01924
Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
18.1
Beta
1
Sharpe Ratio
1
YTM
Fund Managers

Swapnil P 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 Smallcap 250 Index Fund (G)70%16,83,904 9,51,29231.5%
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 2024-02-07

Top Stock Holdings

Crompton Greaves Consumer Electricals Ltd.

1.6%
1.561%

Exide Industries Ltd.

1.3%
1.267%

Blue Star Ltd.

1.2%
1.2%

Central Depository Services (India) Ltd.

1.2%
1.194%

Glenmark Pharmaceuticals Ltd.

1.2%
1.181%
See all holdings

Allocation by Sector

Financial

17.844387%
17.844387%

Capital Goods

12.86421%
12.86421%

Services

10.800008%
10.800008%

Healthcare

10.146264%
10.146264%

Construction

6.708574%
6.708574%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

11.748%

22.891%

25.998%

27.977%

4.794%

4.21%

36.593%

25.083%

25.721%

19.218%

Motilal Oswal Nifty Smallcap 250 Index Fund (G) Review

Motilal Oswal Nifty Smallcap 250 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 31.659% over a period of 5 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object].

Nav of Motilal Oswal Nifty Smallcap 250 Index Fund (G) as of 9/18/2024 is ₹39.81 with the total AUM as of 9/19/2024 is ₹822.3011. 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 2019-09-06. The category risk of the fund is High.

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 NIFTY Smallcap 250 Total Return Index.

Motilal Oswal Nifty Smallcap 250 Index Fund (G) is rated as a 2 fund in Equity and delivered 49.232% 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 Equity 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 2 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.