Overview (as on 09 Apr 2021)

NAV

₹16.1483

1y returns

110.445%

Fund AUM

₹127 Cr

Expense Ratio

0.38%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
22.95%
Basic Materials
16.48%
Financial Services
12.76%
Tech
11.88%
Health
10.95%
Consumer
10.74%
Communication
5.55%
Defensive
5.02%
Real Estate
1.79%
Utilities
0.99%
Energy
0.90%
Size Breakup
Small Cap
57.59%
Mid Cap
42.41%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved."
Scheme Name
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
06 September, 2019
Fund Manager
Swapnil Mayekar
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
NA
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Peer Funds

Motilal Oswal Nifty Smallcap 250 Index Fund Dir...

NAV

₹16.1483

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Swapnil Mayekar
Swapnil Mayekar

leader

Work Experience
"null"

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