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Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

Other
Index
Moderately High Risk
106.85%
1Y return
-0.25% 1D
1M
6M
1Y
All
NAV: 03 Aug 2021₹20.14
Min. SIP Amount₹500
RatingNA
Fund Size₹185.74 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns106.8%NANA44.3%
Category average102.5%18.0%16.9%NA
Rank with in category8NANANA
Understand termsinfo

Holdings (247)

NameSectorInstrumentAssets
APL Apollo Tubes Ltd.MetalsEquity1.5%
Indian Energy Exchange Ltd.ServicesEquity1.3%
Central Depository Services (India) Ltd.FinancialEquity1.2%
Kajaria Ceramics Ltd.ConstructionEquity1.2%
Multi Commodity Exchange Of India Ltd.
ServicesEquity1.1%
IDFC Ltd.FinancialEquity1.0%
Cyient Ltd.TechnologyEquity1.0%
National Aluminium Company Ltd.MetalsEquity1.0%
Carborundum Universal Ltd.MetalsEquity1.0%
Birlasoft Ltd.TechnologyEquity0.9%
See All

Pros and cons

Category: Other Index

Pros

  • Lower expense ratio - 1.02%
  • 1Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
  • Age is less than 5 years

Expense ratio, exit load and tax

Expense ratio: 1.02%

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 termsinfo

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
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Fund house & investment objective

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Fund house contact details

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