Motilal Oswal NIFTY Smallcap 250 Index - Regular Plan
Expense Ratio: 1.04
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 19-08-2019
Exit Load: Nil
Fund Size:₹1,018.04 Cr
Performance
1Y
Fund1.50%
Cat. Avg.-2.06%
2Y
Fund-2.67%
Cat. Avg.0.04%
3Y
Fund11.14%
Cat. Avg.8.71%
5Y
Fund11.55%
Cat. Avg.7.04%
10Y
FundN/A
Cat. Avg.10.69%
SI
Fund19.94%
Cat. Avg.4.78%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Navin Fluorine International Limited | 16.08 | 1.33% |
| 2 | Karur Vysya Bank Limited | 15.90 | 1.31% |
| 3 | Sona BLW Precision Forgings Limited | 15.80 | 1.31% |
| 4 | Delhivery Limited | 15.03 | 1.24% |
| 5 | Piramal Finance Limited | 14.81 | 1.22% |
| 6 | Central Depository Services (India) Limited | 13.22 | 1.09% |
| 7 | Ather Energy Limited | 12.44 | 1.03% |
| 8 | HFCL Limited | 12.39 | 1.02% |
| 9 | Angel One Limited | 12.21 | 1.01% |
| 10 | Krishna Institute Of Medical Sciences Limited | 12.00 | 0.99% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61938 | +3.2% | +6.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.25 L. | +3.8% | +3.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +6.3% | +4.2% |
| 5Y | 08 Nov, 21 | 3 L. | 4.04 L. | +34.6% | +12.1% |
| SI | 07 Oct, 19 | 4.25 L. | 7.92 L. | +86.3% | +17.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 1.01 L. | +1.0% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 96330 | -3.7% | -1.9% |
| 3Y | 19 Oct, 23 | 1 L. | 1.37 L. | +37.3% | +11.1% |
| 5Y | 19 Oct, 21 | 1 L. | 1.73 L. | +72.7% | +11.6% |
| SI | 11 Sep, 19 | 1 L. | 3.64 L. | +264.2% | +20.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.