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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

57.95

as on 21 Jan 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 15,795 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

  • ₹ 22.012

    as on 21 Jan 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 223 Cr.

    as on 21 Jan 2022
  • 1.03%

    since 31 Oct 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 ₹ 22.012 as on 21 Jan 2022.

This fund has 2 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 8.40% 5.12% 13.23% 57.95% 38.21% 18.09% 17.61% 15.99% 49.65% 64.84% 28.45% 18.65% 14.98%
Category Average 4.72% -2.48% 11.66% 24.40% 21.67% 17.10% 16.01% 13.80% 22.31% 35.98% 24.94% 17.60% 14.25%
Motilal Oswal Nifty Smallcap 250 Index Fund 8.22%₹ 10,822 5.12%₹ 10,512 12.68%₹ 11,267 57.95%₹ 15,795 49.65%₹ 15,031 38.21%₹ 19,118 64.84%₹ 42,106 - - - - - -
UTI Nifty Index Fund 5.08%₹ 10,507 -2.96%₹ 9,703 12.99%₹ 11,298 21.80%₹ 12,179 21.79%₹ 13,375 21.13%₹ 14,681 35.08%₹ 33,331 18.09%₹ 16,476 25.49%₹ 52,103 17.10%₹ 22,041 18.58%₹ 95,404 14.09%₹ 37,414 14.84%₹ 2,61,002
DSP Equal Nifty 50 Fund 5.19%₹ 10,518 -3.13%₹ 9,687 11.77%₹ 11,176 28.48%₹ 12,847 23.68%₹ 13,490 25.31%₹ 15,713 40.92%₹ 34,989 18.04%₹ 16,453 28.45%₹ 54,233 - - - -
IDFC Nifty Fund 5.02%₹ 10,501 -3.05%₹ 9,695 12.72%₹ 11,272 21.12%₹ 12,111 21.18%₹ 13,337 21.13%₹ 14,680 34.41%₹ 33,142 17.96%₹ 16,419 25.18%₹ 51,880 17.03%₹ 21,970 18.43%₹ 95,051 14.30%₹ 38,130 14.83%₹ 2,60,799
HDFC Index Fund - Sensex Plan 4.83%₹ 10,483 -3.06%₹ 9,693 13.21%₹ 11,320 19.60%₹ 11,959 20.87%₹ 13,318 20.06%₹ 14,421 33.54%₹ 32,897 17.90%₹ 16,396 24.66%₹ 51,515 17.61%₹ 22,522 18.65%₹ 95,546 14.29%₹ 38,090 14.98%₹ 2,62,919
HDFC Index Fund - Nifty Plan 5.06%₹ 10,506 -3.00%₹ 9,699 12.90%₹ 11,289 21.59%₹ 12,158 21.59%₹ 13,362 20.83%₹ 14,606 34.79%₹ 33,247 17.79%₹ 16,351 25.20%₹ 51,898 16.91%₹ 21,858 18.35%₹ 94,855 14.03%₹ 37,230 14.74%₹ 2,59,503

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Nifty Smallcap 250 Index Fund as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    98.28%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.82%

Top Sector Holdings of Motilal Oswal Nifty Smallcap 250 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 6.07% ₹ 13.49 Cr.
Computers - Software 4.85% ₹ 10.80 Cr.
Capital markets 4.37% ₹ 9.75 Cr.
Chemicals - Speciality 3.62% ₹ 8.07 Cr.
IT enabled services – software 3.57% ₹ 7.92 Cr.
Others 77.52% -

Top Stock Holdings of Motilal Oswal Nifty Smallcap 250 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
Indian Energy Exchange Ltd. 2.22% ₹ 4.95 Cr.
Central Depository Services (India) Ltd. 1.41% ₹ 3.14 Cr.
CG Power and Industrial Solutions Ltd. 1.16% ₹ 2.58 Cr.
Carborundum Universal Ltd. 1.15% ₹ 2.57 Cr.
Tanla Solutions Ltd. 1.14% ₹ 2.53 Cr.
Others 92.92% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.47%
TREPS 0.35%