Fund Details
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.38% |
| NAV | ₹13.96 (22 Jan 2021) |
|---|---|
| Fund Started | 05 Sep 2019 |
| Fund Size | ₹95 Cr |
Returns
Comparison
1. Lower expense ratio - 0.38%
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
3. Risk-adjusted returns are lower compared to the category
4. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | Equity | 2.5% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 1.8% |
| Multi Commodity Exchange India | Financial | Equity | 1.7% |
| Indiamart Intermesh Ltd. | Services | Equity | 1.7% |
| Persistent Systems Ltd. | Technology | Equity | 1.5% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.3% |
| Indian Energy Exchange Ltd. | Financial | Equity | 1.3% |
| Tata Elxsi Ltd. | Technology | Equity | 1.2% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.1% |
| Strides Pharma Science Ltd. | Healthcare | Equity | 1.1% |
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 ₹95 Cr and the Latest NAV as of 22 Jan 2021 is ₹13.96.
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.
