Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹2,352.10 Cr
Expense Ratio
1.06%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
5 Jul 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.35% | -- |
| 3 Months | +15.53% | -- |
| 6 Months | +16.27% | -- |
| 1 Year | +2.35% | +2.35% |
| 2 Years | -- | +1.62% |
| 3 Years | +78.27% | +21.25% |
| 5 Years | -- | 0% |
| Since Launch | +82.32% | +21.94% |
Holdings as on 16 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| MTAR Technologies | 45.18 | 1.84 |
| Sterlite Technologies | 44.90 | 1.83 |
| Astra Microwave Products | 40.88 | 1.67 |
| TD Power Systems | 38.71 | 1.58 |
| Sansera Engineering | 38.07 | 1.55 |
| Cupid | 35.25 | 1.44 |
| South Indian Bank | 32.64 | 1.33 |
| Ujjivan Small Finance Bank | 30.55 | 1.25 |
| Karnataka Bank | 28.33 | 1.15 |
| Arvind | 25.29 | 1.03 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Nifty Next 50 Index Fund Regular Growth | +5.25% | +17.69% | +13.11% |
| Motilal Oswal BSE Enhanced Value Index Fund Regular Growth | +6.73% | +25.45% | -- |
| DSP Nifty 50 Equal Weight Index Fund Growth | +3.18% | +12.74% | +13.01% |
| HDFC NIFTY Next 50 Index Fund Regular Growth | +5.2% | +17.55% | -- |
| Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth | +2.35% | +21.25% | -- |
Results are calculated on CAGR basis
About Fund
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.
The Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has an AUM of 2352.10 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.06%. The minimum investment in Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include MTAR Technologies, Sterlite Technologies, Astra Microwave Products, TD Power Systems.
The major sectors where the fund is invested are Misc. Capital Goods, Regional Banks, Biotechnology & Drugs, Chemical Manufacturing.
Some of the similar funds are SBI Nifty Next 50 Index Fund Regular Growth, Motilal Oswal BSE Enhanced Value Index Fund Regular Growth, DSP Nifty 50 Equal Weight Index Fund Growth, HDFC NIFTY Next 50 Index Fund Regular Growth, Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth. Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has a High risk & Exceptional return.
Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is 1.06%.
The 5 year annualized return on Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is 0.00% & it has generated 2.35% in the last 1 year.
The minimum investment in Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has an AUM of 2352.10 crores.
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