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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

3 Years

Invest Now

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

  • ₹ 20.443

    as on 23 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 186 Cr.

    as on 23 Sep 2021
  • 1.02%

    since 31 May 2021
  • 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 ₹ 20.443 as on 23 Sep 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 1.02%. 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 11.66% 14.07% 32.66% 88.46% 38.32% 18.15% 16.60% 15.77% 83.49% 66.71% 32.54% 21.29% 16.47%
Category Average 8.86% 12.56% 22.65% 64.42% 25.05% 16.67% 15.08% 14.22% 56.84% 44.19% 29.67% 20.09% 15.33%
Motilal Oswal Nifty Smallcap 250 Index Fund 11.47%₹ 11,146 11.16%₹ 11,116 32.66%₹ 13,266 88.46%₹ 18,846 83.49%₹ 16,920 38.32%₹ 19,150 66.71%₹ 42,681 - - - - - -
HDFC Index Fund - Sensex Plan 7.79%₹ 10,778 14.03%₹ 11,403 20.82%₹ 12,081 59.86%₹ 15,986 52.55%₹ 15,192 24.25%₹ 15,447 41.69%₹ 35,208 18.15%₹ 16,516 29.53%₹ 55,012 16.60%₹ 21,562 21.29%₹ 1,01,889 14.84%₹ 39,926 16.06%₹ 2,78,635
Nippon India Index Fund - Sensex Plan 7.84%₹ 10,783 14.07%₹ 11,407 20.74%₹ 12,074 59.58%₹ 15,957 52.36%₹ 15,181 24.25%₹ 15,448 41.50%₹ 35,155 17.88%₹ 16,402 29.34%₹ 54,874 16.14%₹ 21,137 20.98%₹ 1,01,110 14.23%₹ 37,852 15.45%₹ 2,69,567
UTI Nifty Index Fund 8.06%₹ 10,805 13.25%₹ 11,325 21.64%₹ 12,164 61.59%₹ 16,158 54.39%₹ 15,297 24.79%₹ 15,581 43.03%₹ 35,594 17.86%₹ 16,395 30.06%₹ 55,406 16.06%₹ 21,065 21.01%₹ 1,01,197 14.59%₹ 39,072 15.85%₹ 2,75,487
IDFC Nifty Fund 7.99%₹ 10,799 13.08%₹ 11,308 21.22%₹ 12,121 60.43%₹ 16,043 53.29%₹ 15,235 24.77%₹ 15,575 42.50%₹ 35,444 17.82%₹ 16,376 29.81%₹ 55,223 16.01%₹ 21,018 20.91%₹ 1,00,932 14.83%₹ 39,890 15.88%₹ 2,75,917
LIC Index FunD-Sensex Plan 7.74%₹ 10,773 13.87%₹ 11,386 20.36%₹ 12,035 58.51%₹ 15,850 51.38%₹ 15,125 23.85%₹ 15,348 40.79%₹ 34,951 17.61%₹ 16,290 28.90%₹ 54,552 15.72%₹ 20,763 20.61%₹ 1,00,211 13.86%₹ 36,666 15.10%₹ 2,64,558

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Nifty Smallcap 250 Index Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    99.51%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.54%

Top Sector Holdings of Motilal Oswal Nifty Smallcap 250 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 5.78% ₹ 10.78 Cr.
Computers - software 4.46% ₹ 8.28 Cr.
It enabled services – software 4.32% ₹ 8.02 Cr.
Steel products 3.09% ₹ 5.74 Cr.
Capital markets 3.04% ₹ 5.65 Cr.
Others 79.31% -

Top Stock Holdings of Motilal Oswal Nifty Smallcap 250 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
APL Apollo Tubes Ltd. 1.52% ₹ 2.82 Cr.
Indian Energy Exchange Ltd. 1.29% ₹ 2.39 Cr.
Central Depository Services (India) Ltd. 1.17% ₹ 2.18 Cr.
Kajaria Ceramics Ltd. 1.16% ₹ 2.16 Cr.
Multi Commodity Exchange Of India Ltd. 1.11% ₹ 2.07 Cr.
Others 93.75% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.54%