Fund Details
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.38% |
| NAV | ₹16.89 (12 May 2021) |
|---|---|
| Fund Started | 05 Sep 2019 |
| Fund Size | ₹133 Cr |
Returns
Comparison
1. Lower expense ratio - 0.38%
2. 1Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Age is less than 5 years
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| APL Apollo Tubes Ltd. | Metals | Equity | 1.5% |
| Indian Energy Exchange Ltd. | Financial | Equity | 1.4% |
| Multi Commodity Exchange India | Financial | Equity | 1.4% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.4% |
| IDFC Ltd. | Financial | Equity | 1.1% |
| Tanla Platforms Ltd. | Communication | Equity | 1.1% |
| Intellect Design Arena Ltd. | Technology | Equity | 1.1% |
| Carborundum Universal Ltd. | Metals | Equity | 1.0% |
| Amber Enterprises India Ltd. | Cons Durable | Equity | 1.0% |
| Blue Star Ltd. | Cons Durable | Equity | 1.0% |
Fund Managers
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Details
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 05 Sep 2019. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹133 Cr and the Latest NAV as of 12 May 2021 is ₹16.89.
The Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days.
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Tax Implications
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.
