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Motilal Oswal Nifty Smallcap 250 Index Fund

Motilal Oswal Nifty Smallcap 250 Index Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.26

as on 05 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,139 today.

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NAV Performance

Motilal Oswal Nifty Smallcap 250 Index Fund performance graph for last 3 years
Performance of Motilal Oswal Nifty Smallcap 250 Index Fund for last 3 Years

Fund Information

  • ₹ 21.313

    as on 05 Dec 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 223 Cr.

    as on 31 Dec 2021
  • 1.03%

  • 10 Sep 2019

  • Equity - Index Funds/ETFs

  • Nifty 50

  • Motilal Oswal Mutual Fund

    Show All Funds
  • Motilal Oswal Nifty Smallcap 250 Index Fund (MOFSMALLCAP) - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

Motilal Oswal Nifty Smallcap 250 Index Fund is an Open-ended Equity Fund. The fund belongs to Index Funds/ETFs category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 10 Sep 2019. This fund is offered by one of the top AMC (Assets Management Company) Motilal Oswal Mutual Fund. You can also view here all other Equity funds offered by Motilal Oswal Mutual Fund.

Latest NAV of the fund is ₹ 21.313 as on 05 Dec 2022.

This fund has 3 years of track record. Since 31 Oct 2021 expense ratio of this fund is 1.03%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Bank Index subject to tracking error.

List of Fund Managers of Motilal Oswal Nifty Smallcap 250 Index Fund

  • About Swapnil P Mayekar

    Picture of Swapnil P MayekarMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai. Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.95% 8.73% 22.71% 32.56% 29.24% 26.26% 14.59% 13.86% 33.38% 19.15% 28.27% 17.83% 14.21%
Category Average 2.85% 4.36% 13.76% 9.20% 19.91% 16.84% 12.78% 12.62% 17.62% 14.39% 20.82% 16.06% 13.38%
Motilal Oswal Nifty Smallcap 250 Index Fund 3.65%₹ 10,365 3.71%₹ 10,371 12.42%₹ 11,241 2.32%₹ 10,231 11.37%₹ 12,725 29.24%₹ 16,715 15.15%₹ 27,881 26.26%₹ 20,139 28.27%₹ 54,062 - - - -
Motilal Oswal Nifty Midcap 150 Index Fund 2.64%₹ 10,263 2.82%₹ 10,282 16.61%₹ 11,661 7.40%₹ 10,740 18.14%₹ 13,146 26.31%₹ 15,965 17.41%₹ 28,478 25.18%₹ 19,626 27.11%₹ 53,225 - - - -
DSP Equal Nifty 50 Fund 2.67%₹ 10,267 5.18%₹ 10,517 15.65%₹ 11,565 12.11%₹ 11,211 20.35%₹ 13,281 23.72%₹ 15,316 17.29%₹ 28,446 20.25%₹ 17,396 24.82%₹ 51,593 11.87%₹ 17,522 17.83%₹ 93,624 - -
Motilal Oswal Nifty 500 Fund 2.74%₹ 10,274 4.24%₹ 10,424 13.49%₹ 11,348 7.61%₹ 10,761 16.70%₹ 13,057 20.43%₹ 14,510 14.34%₹ 27,668 17.68%₹ 16,304 21.08%₹ 49,002 - - - -
Taurus Nifty Index Fund 3.12%₹ 10,311 5.62%₹ 10,561 13.50%₹ 11,350 9.53%₹ 10,952 18.67%₹ 13,178 19.53%₹ 14,294 14.47%₹ 27,705 16.99%₹ 16,017 20.62%₹ 48,686 13.97%₹ 19,232 16.55%₹ 90,747 12.42%₹ 32,257 13.55%₹ 2,43,423
Principal Nifty 100 Equal Weight Fund 2.16%₹ 10,216 2.23%₹ 10,223 12.88%₹ 11,287 5.93%₹ 10,592 13.37%₹ 12,850 19.73%₹ 14,342 12.38%₹ 27,157 16.94%₹ 15,999 20.04%₹ 48,298 10.38%₹ 16,390 15.05%₹ 87,451 11.05%₹ 28,538 11.69%₹ 2,20,386

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Nifty Smallcap 250 Index Fund as on 07 Dec 2022 are listed below:

  • Equity Holdings:

    100.10%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    -0.12%

Top Sector Holdings of Motilal Oswal Nifty Smallcap 250 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 5.86% ₹ 14.79 Cr.
Pharmaceuticals 5.63% ₹ 14.22 Cr.
Capital markets 4.85% ₹ 12.23 Cr.
Chemicals - Speciality 3.64% ₹ 9.14 Cr.
IT enabled services – software 3.46% ₹ 8.76 Cr.
Others 76.56% -

Top Stock Holdings of Motilal Oswal Nifty Smallcap 250 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
Indian Energy Exchange Ltd. 2.31% ₹ 5.83 Cr.
Tanla Solutions Ltd. 1.68% ₹ 4.24 Cr.
Central Depository Services (India) Ltd. 1.50% ₹ 3.79 Cr.
CG Power and Industrial Solutions Ltd. 1.45% ₹ 3.65 Cr.
Carborundum Universal Ltd. 1.29% ₹ 3.26 Cr.
Others 91.77% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables -0.12%