Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth
Equity
Direct
Index Funds
NAV: ₹ 11.9 as on 20-09-2023
Fund Performance
6099 people have invested ₹ 9.2Cr in Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth in the last three months
About the Fund
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is an equity fund. This fund was started on 5 July, 2023. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth has ₹324 Cr worth of assets under management (AUM) as on Aug 2023 and is less than category average.
- The fund has an expense ratio 0.4.
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth Overview
 | 0.35% |
 Benchmark | Nifty Microcap 250 TR INR |
 | ₹324 Cr |
 | 5 July, 2023 |
 | ₹500/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 0% |
Fund Distribution as on (31-Aug-23)
Size breakup
Small cap
100.4%
Sector Allocation
Industrial
29.3%
Basic Materials
18.3%
Consumer Cyclical
15.7%
Financial Services
10.9%
Health
7.6%
Utilities
4.6%
Tech
4.5%
Consumer Defensive
4.1%
Communication
2%
Energy
1.7%
Real Estate
1.4%
Top Holdings of Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth as on (31-Aug-23)
Equity Holdings250
Gainers & Losers in Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth portfolio Returns for the month of Aug
Top Growth Drivers | 1M Return |
|---|---|
Jupiter Wagons Ltd | 68.3% |
 Himadri Speciality Chemical Ltd | 61% |
 Religare Enterprises Ltd | 32.9% |
Peer Analysis
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth Fund Manager
Swapnil Mayekar
Fund Manager of Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth, since 5 July 2023
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered returns of 19.37% since inception (05nd Jul 2023)
Fund Allocations
This fund has an allocation of 102.67% in Equity, 0% in Debt and -2.67% in Cash related instruments
AUM size ₹324 Cr
This fund has AUM of ₹324 Cr which is less than its category average of ₹ 560 Cr
Expense Ratio 0.35%
This fund has an expense ratio of 0.35% which is less than its category average expense ratio of 0.54%
Frequently Asked Questions
The current NAV of Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is ₹11.94 as on 20-Sep-2023.
Existing (Absolute + CAGR) as on 20-Sep-2023.
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.53% | 7.53% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.35% as on August 2023
₹324 Cr as on August 2023
Religare Enterprises Ltd(1.64%), Karnataka Bank Ltd Shs Dematerialised(1.58%), Ramkrishna Forgings Ltd(1.38%), Ujjivan Financial Services Limited(1.35%), Usha Martin Ltd(1.29%) as on August 2023
Industrial(30.05%), Basic Materials(18.77%), Consumer Cyclical(16.15%) as on August 2023
The alpha ratio for the Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth | - | - | - |
As on August 2023
The alpha for Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is calculated against Nifty Microcap 250 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth | - | - | - |
As on August 2023
The Beta for Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is calculated with Nifty Microcap 250 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth | - | - | - |
As on August 2023
The sharpe ratio for Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is calculated with Nifty Microcap 250 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth | - | - | - |
As on August 2023
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Swapnil Mayekar is the fund manager of Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth
The Exit load of Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is 1%