Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.56
• Std Deviation 20.72%
• 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 931.82 crores & has delivered CAGR of 15.70% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.05%. 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, Laurus Labs, Karur Vysya Bank & Delhivery.

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

Some of the similar funds are Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, DSP Nifty 50 Index Fund Regular Growth, Nippon India Nifty 50 Value 20 Index Fund Regular Growth, Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth, Kotak Nifty 50 Index Fund Regular Growth. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 0.56 & a standard deviation of 20.72%.