Motilal Oswal NIFTY Microcap 250 Index Fund- Regular- Growth Option
Expense Ratio: 1.12
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Microcap 250 TRI
Inception: 15-06-2023
Exit Load: Nil
Fund Size:₹2,632.01 Cr
Performance
1Y
Fund1.42%
Cat. Avg.1.75%
2Y
Fund1.26%
Cat. Avg.2.72%
3Y
Fund21.06%
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund21.30%
Cat. Avg.6.89%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
22.60%
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 | TD Power Systems Limited | 57.91 | 1.48% |
| 2 | Ujjivan Small Finance Bank Limited | 56.80 | 1.45% |
| 3 | Sansera Engineering Limited | 53.55 | 1.36% |
| 4 | The South Indian Bank Limited | 53.27 | 1.36% |
| 5 | The Karnataka Bank Limited | 50.27 | 1.28% |
| 6 | MTAR Technologies Limited | 44.30 | 1.13% |
| 7 | Astra Microwave Products Limited | 43.21 | 1.10% |
| 8 | Tamilnad Mercantile Bank Limited | 40.83 | 1.04% |
| 9 | Edelweiss Financial Services Limited | 37.98 | 0.97% |
| 10 | Strides Pharma Science Limited | 37.17 | 0.95% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66616 | +11.0% | +23.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.7% | +8.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.09 L. | +16.3% | +10.5% |
| SI | 07 Aug, 23 | 1.80 L. | 2.09 L. | +16.3% | +10.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.01 L. | +1.4% | +1.4% |
| 2Y | 16 Jul, 24 | 1 L. | 1.03 L. | +2.5% | +1.3% |
| 3Y | 17 Jul, 23 | 1 L. | 1.76 L. | +75.7% | +20.7% |
| SI | 11 Jul, 23 | 1 L. | 1.79 L. | +79.0% | +21.3% |
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.