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Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth
NAV as of(Aug 11, 2023)
₹ 25.34 -0.26 % 1-D Change
Returns 
26.05% p.a.
You get upto 0.72%extra returns
- Monthly SIP
Monthly SIP is not available for this fund - Lumpsum Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
This fund vs
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Scheme Details
| VRO Rating | |
| Expense ratio | 0.31% As on Sep 30, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 383 Crs |
| Lock-in | No Lockin |
| Age | 3 yrs 11 m Since Aug 19, 2019 |
| Benchmark | NIFTY Smallcap 250 TRI |
| Min. Investment | SIP ₹500 & Lumpsum ₹510 |
About Motilal Oswal Nifty Smallcap 250 Index Fund
Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 3 yrs 11 m, having been launched on 19/08/2019. Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth has ₹383 Crores worth of assets under management (AUM) as on 30/06/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.31%, which is close to what most other Small Cap Index funds charge.
.....- Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth returns of last 1-year are 27.01%. Since launch, it has delivered 26.68% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
- The fund has the majority of its money invested in Financial, Capital Goods, Services, Healthcare, Technology sectors. It has taken less exposure in Financial, Capital Goods sectors compared to other funds in the category.
- The fund's top 5 holdings are in KPIT Engineering Ltd., Suzlon Energy Ltd., IDFC Ltd., Jindal Stainless Ltd., Kei Industries Ltd..
Investment Returns Calculator
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Sep 30, 2022Top Stock Holdings
Allocation by Market Cap
Large Cap 0.28%
Mid Cap 7.05%
Small Cap 92.77%
Other Cap -0%
Allocation by Sector
Financial 17.86%
Capital Goods 13.53%
Services 12.85%
Healthcare 9.83%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Other Holdings
Bifurcation by Holding is not available for this fund
Want to know in detail about the portfolio of this fund?
Comparison with small cap index Funds
as on Aug 14, 2023| Fund name | Annual Return % | ||
|---|---|---|---|
| Motilal Oswal Nifty Smallcap 250 Index Fund | 34.48% |
Trailing Returns and Ranks
as on Oct 28, 2022| Period | Trailing returns | Category average |
|---|---|---|
| 1 month | 3.89% | 4.46% |
| 3 months | 17.72% | 18.02% |
| 6 months | 25.27% | 25.44% |
| 1 year | 25.62% | 24.44% |
| 3 years | 34.48% | 34.48% |
Want to know in detail about the returns of this fund?
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Motilal Oswal Nifty Smallcap 250 Index Fund
EQUITY SMALL CAP INDEX
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
- Std. Dev : 19.27
- Alpha : -1.55
- Beta : 1.0
- Sharpe : 1.55
- Sortino : 2.62
Swapnil P Mayekar
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Motilal Oswal Mutual Fund
TOTAL AUM:
₹35,485 Crs
As on Jun 30, 2023
- Phone: 022-39804238 / 1800-200-6626
- Address: Motilal Oswal Towers - 10th Floor,
Rahimtullah Sayani Road,
Opposite Parel ST Depot, Prabhadevi,
Mumbai, 400025
Frequently Asked questions
How fund report card works
Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.
However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.
At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.
In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.
How are the returns of Motilal Oswal Nifty Smallcap 250 Index Fund ?
The Motilal Oswal Nifty Smallcap 250 Index Fund is a 3 yrs 11 m old fund and has delivered average annual returns of 26.05% since inception.
Motilal Oswal Nifty Smallcap 250 Index Fund Returns
| 1-Year | 3-Year | Since Inception |
|---|---|---|
| 25.62% | 34.48% | 26.05% |
What is the current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund?
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Motilal Oswal Nifty Smallcap 250 Index Fund for Aug 11, 2023 is 25.34.
How do I invest in Motilal Oswal Nifty Smallcap 250 Index Fund?
On ET Money, Investing in Motilal Oswal Nifty Smallcap 250 Index Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
- Click on the Invest Now Button present on the top right-hand side.
- Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
- Provide few more details needed including the bank account from which you will be making the payment and confirm.
- That's it. Your SIP or one-time investment in Motilal Oswal Nifty Smallcap 250 Index Fund is done.
How much does Motilal Oswal Nifty Smallcap 250 Index Fund charge as expense ratio?
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Motilal Oswal Nifty Smallcap 250 Index Fund is 0.31%. .
How can I redeem my investments in Motilal Oswal Nifty Smallcap 250 Index Fund?
Redeeming your investments in Motilal Oswal Nifty Smallcap 250 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Motilal Oswal Nifty Smallcap 250 Index Fund from anywhere else, you can go to the fund house website and put a request through it.
What is the AUM or size of Motilal Oswal Nifty Smallcap 250 Index Fund?
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Motilal Oswal Nifty Smallcap 250 Index Fund is ₹383 Crs.
What are the top stock holdings of Motilal Oswal Nifty Smallcap 250 Index Fund?
The Motilal Oswal Nifty Smallcap 250 Index Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| KPIT Engineering Ltd. | 1.57% |
| Suzlon Energy Ltd. | 1.41% |
| IDFC Ltd. | 1.41% |
| Jindal Stainless Ltd. | 1.24% |
| Kei Industries Ltd. | 1.22% |
| RBL Bank Ltd. | 1.21% |
| Carborundum Universal Ltd. | 1.2% |
| Cyient Limited | 1.09% |
| Glenmark Pharmaceuticals Ltd. | 1.06% |
| Elgi Equipments Ltd. | 1.04% |
What are the top sectors Motilal Oswal Nifty Smallcap 250 Index Fund has invested in?
The Motilal Oswal Nifty Smallcap 250 Index Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Financial | 17.86% |
| Capital Goods | 13.53% |
| Services | 12.85% |
| Healthcare | 9.83% |
| Technology | 7.56% |
| Chemicals | 5.78% |
| Metals & Mining | 5.72% |
| Consumer Staples | 5.41% |
| Construction | 5.28% |
| Materials | 5.01% |