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Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth-0.69%

119.96%
1 Year Return
Equity
Small Cap
3.0star
6M
1Y
All

Fund Details

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.38%
NAV₹16.89 (12 May 2021)
Fund Started05 Sep 2019
Fund Size133 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
120.0%
-
-
34.9%
Category Average
83.9%
5.8%
13.9%
-
Rank Within Category
3
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 120.0% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.38%
2. 1Y Returns are higher than the category average returns
Cons
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

NameSectorInstrument% Assets
APL Apollo Tubes Ltd.MetalsEquity1.5%
Indian Energy Exchange Ltd.FinancialEquity1.4%
Multi Commodity Exchange IndiaFinancialEquity1.4%
Kajaria Ceramics Ltd.ConstructionEquity1.4%
IDFC Ltd.FinancialEquity1.1%
Tanla Platforms Ltd.CommunicationEquity1.1%
Intellect Design Arena Ltd.TechnologyEquity1.1%
Carborundum Universal Ltd.MetalsEquity1.0%
Amber Enterprises India Ltd.Cons DurableEquity1.0%
Blue Star Ltd.Cons DurableEquity1.0%
See All

Fund Managers

Swapnil P Mayekar
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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.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 15 days.
Exit Load

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About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
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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