Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth

NAV 31.34(2.24%)
Feb 19, 2025
Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth
AUM
₹796 Cr
Expense (%)
1.04
Turnover (%)
56.00
Benchmark
Nifty Smallcap 250 - TRI
Asset Quality
Small, Green
Differs from benchmark (%)
89.89

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 4.54 16.67 24.35 N/A
Average Rolling Returns(%) 42.72 29.53 28.48 N/A

The Current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth is ₹31.34.

You can consider SIP in Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth is currently ₹796 Crores.

The Top three stocks are Multi Commodity Exch, Blue Star and Central Dep. Service and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 7% and 12% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth fund are BFSI, Healthcare and Construction & Infrastructure accounting for 41% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Swapnil P Mayekar and Dishant Mehta manage the Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth Fund.

Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth current PE ratio is 42.90 and PB ratio is 6.71

The asset allocation of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth is Stocks : 100.05%, Debt : -0.07% and Gold : 0%

The minimum SIP amount for Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days

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