Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth | Mutual Fund Performance | Mint
Active Stocks
Fri Feb 23 2024 15:58:13
  1. Tata Steel share price
  2. 145.50 -0.24%
  1. State Bank Of India share price
  2. 759.40 -0.86%
  1. HDFC Bank share price
  2. 1,420.90 0.08%
  1. NTPC share price
  2. 337.70 -0.54%
  1. ITC share price
  2. 411.60 -0.65%
Business News/Market/Market Stats/    Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
32.80 +0.19 (0.58%) NAV as on 23 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)661.31
  • CAGR 67.30%
  • Exit Load0.00%
  • Expense ratio1.04%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2019-09-06

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 13.68
  • 2.07%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.43
  • Std Deviation 18.29%
  • Tracking Error 0.00%

About Fund

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 661.31 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% 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 Suzlon Energy, BSE, KEI Industries & Multi Commodity Exchange Of India.

 

The major sectors where the fund is invested are Investment Services, Construction Services, Misc. Capital Goods & Consumer Financial Services.

 

Some of the similar funds are Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, Tata Nifty 50 Index Fund Regular Plan, Franklin India NSE Nifty 50 Index Fund Growth, Motilal Oswal Nifty 500 Fund Regular Growth, SBI Nifty Next 50 Index Fund Regular Growth. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 1.43 & a standard deviation of 18.29%.

FAQs about Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

According to the morning star rating Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is managed by Swapnil Mayekar.
The expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is 1.04%.
The 5 year annualized return on Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is 0.00% & it has generated 67.30% in the last 1 year.
The minimum investment in Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has an AUM of 661.31 crores.
Recommended For You