Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.92
• Std Deviation 18.06%
• Tracking Error 0.00%

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.

The Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has an AUM of 820.15 crores & has delivered CAGR of 28.94% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.04%. The minimum investment in Motilal Oswal Nifty Smallcap 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 Medium & Exceptional respectively.

The top holdings of the fund include Multi Commodity Exchange Of India, Central Depository Service India, Glenmark Pharmaceuticals & Crompton Greaves Consumer Electricals.

The major sectors where the fund is invested are Investment Services, Construction Services, Biotechnology & Drugs & Chemical Manufacturing.

Some of the similar funds are Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, DSP Nifty Next 50 Index Fund Regular Growth, Motilal Oswal BSE Enhanced Value Index Fund Regular Growth, SBI Nifty 500 Index Fund Regular Growth, HDFC NIFTY200 Momentum 30 Index Fund Regular Growth. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 0.92 & a standard deviation of 18.06%.