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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

-5.50

as on 06 Jul 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 9,450 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

  • ₹ 17.885

    as on 06 Jul 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 ₹ 17.885 as on 06 Jul 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 2.25% -1.23% 9.01% 32.56% 38.10% 15.56% 12.07% 13.80% -8.25% 13.63% 17.70% 12.35% 12.24%
Category Average -2.49% -10.04% -9.39% 1.63% 23.22% 11.52% 10.48% 12.09% -10.63% 8.69% 13.43% 11.42% 11.44%
Motilal Oswal Nifty Smallcap 250 Index Fund -5.06%₹ 9,494 -17.21%₹ 8,279 -18.44%₹ 8,155 -5.50%₹ 9,450 -21.03%₹ 10,593 38.10%₹ 19,070 13.19%₹ 27,363 - - - - - -
Sundaram Smart Nifty 100 Equal Weight Fund 2.25%₹ 10,225 -1.23%₹ 9,876 9.01%₹ 10,900 - - - - - - - - - -
DSP Equal Nifty 50 Fund -2.07%₹ 9,793 -9.38%₹ 9,062 -8.39%₹ 9,160 2.81%₹ 10,280 -8.25%₹ 11,460 28.92%₹ 16,620 12.92%₹ 27,294 12.96%₹ 14,424 17.70%₹ 46,725 - - - -
Principal Nifty 100 Equal Weight Fund -1.15%₹ 9,885 -10.10%₹ 8,990 -9.58%₹ 9,042 -0.11%₹ 9,988 -10.74%₹ 11,294 24.22%₹ 15,431 9.84%₹ 26,494 12.25%₹ 14,153 15.02%₹ 44,978 8.41%₹ 14,978 10.96%₹ 79,017 10.63%₹ 27,467 10.01%₹ 2,01,553
Taurus Nifty Index Fund -2.71%₹ 9,728 -9.20%₹ 9,079 -9.09%₹ 9,091 1.28%₹ 10,128 -9.02%₹ 11,409 23.20%₹ 15,178 8.79%₹ 26,225 11.68%₹ 13,938 13.97%₹ 44,306 11.35%₹ 17,124 12.16%₹ 81,404 11.86%₹ 30,686 11.57%₹ 2,18,986
UTI Nifty Next 50 Index Fund -0.47%₹ 9,953 -11.55%₹ 8,845 -10.84%₹ 8,916 -1.89%₹ 9,811 -13.22%₹ 11,127 20.11%₹ 14,425 6.92%₹ 25,745 11.66%₹ 13,930 12.29%₹ 43,246 - - - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Nifty Smallcap 250 Index Fund as on 07 Jul 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%