Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Other
Index
Moderately High Risk
25.46%
3Y annualised
+1.51% 1D
1M
6M
1Y
3Y
All
NAV: 30 Sep 2022₹20.48
Min. SIP amount₹500
RatingNA
Fund size₹343.67Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.6%25.5%26.3%
Category averageNA3.6%30.1%NA
Rank with in categoryNA2118NA
Understand terms

Holdings (243)

NameSectorInstrumentAssets
City Union Bank Ltd.FinancialEquity1.6%
Elgi Equipments Ltd.Capital GoodsEquity1.3%
Central Depository Services (India) Ltd.FinancialEquity1.3%
Carborundum Universal Ltd.Metals & MiningEquity1.1%
IDFC Ltd.FinancialEquity1.1%
KPIT Technologies Ltd.TechnologyEquity1.1%
BSE Ltd.FinancialEquity1.1%
Redington Ltd.ServicesEquity1.1%
Radico Khaitan Ltd.Consumer StaplesEquity1.0%
Kei Industries Ltd.Capital GoodsEquity1.0%
See All

Pros and cons

Category: Other Index

Pros

Cons

Lower expense ratio: 0.31%
Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.31%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Swapnil P Mayekar
Aug 2019 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
Website
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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