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
Fund0.19%
Cat. Avg.1.75%
2Y
Fund0.42%
Cat. Avg.2.72%
3Y
Fund17.62%
Cat. Avg.10.69%
5Y
Fund14.25%
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund21.45%
Cat. Avg.6.89%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
19.40%
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 | Karur Vysya Bank Limited | 14.98 | 1.61% |
| 2 | Delhivery Limited | 12.75 | 1.37% |
| 3 | Navin Fluorine International Limited | 12.41 | 1.33% |
| 4 | Piramal Finance Limited | 12.09 | 1.30% |
| 5 | Sona BLW Precision Forgings Limited | 11.83 | 1.27% |
| 6 | Central Depository Services (India) Limited | 10.93 | 1.17% |
| 7 | RBL Bank Limited | 9.58 | 1.03% |
| 8 | City Union Bank Limited | 9.49 | 1.02% |
| 9 | Aster DM Healthcare Limited | 9.30 | 1.00% |
| 10 | JB Chemicals & Pharmaceuticals Limited | 9.26 | 0.99% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65474 | +9.1% | +19.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.2% | +8.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.07 L. | +14.7% | +9.5% |
| 5Y | 09 Aug, 21 | 3 L. | 4.34 L. | +44.6% | +15.1% |
| SI | 07 Oct, 19 | 4.10 L. | 8.08 L. | +97.1% | +19.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.00 L. | +0.2% | +0.2% |
| 2Y | 16 Jul, 24 | 1 L. | 1.01 L. | +0.8% | +0.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.61 L. | +61.5% | +17.3% |
| 5Y | 16 Jul, 21 | 1 L. | 1.95 L. | +94.7% | +14.3% |
| SI | 11 Sep, 19 | 1 L. | 3.79 L. | +278.6% | +21.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.