| Launch date | 15 Jun 2023 |
| Allotment date | 05 Jul 2023 |
| End date | 29 Jun 2023 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.56%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Swapnil P MayekarJun 2023 - PresentView details
Rakesh ShettyDec 2024 - PresentView details
Dishant MehtaOct 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,46,102.61Cr |
| Date of Incorporation | 29 Dec 2009 |
|---|
Motilal Oswal Nifty Microcap 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 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,46,103 Cr and the Latest NAV as of 12 Jun 2026 is ₹17.50. The Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1%, if redeemed within 15 days. ;
Investment Objective
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index, subject to tracking error. ;
| Fund benchmark | Nifty Microcap 250 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | 0.2% | 28.1% | 27,219.13 |
Invesco India Smallcap Fund Direct Growth | 5 | 2.8% | 22.8% | 11,716.88 |
Sundaram Small Cap Fund Direct Growth | 4 | 3.9% | 18.6% | 3,680.99 |
Nippon India Small Cap Fund Direct Growth | 4 | -0.3% | 17.9% | 74,604.07 |
Axis Small Cap Fund Direct Growth | 4 | -0.7% | 15.8% | 27,840.05 |