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
Fund8.08%
Cat. Avg.-1.42%
2Y
Fund-2.02%
Cat. Avg.-0.02%
3Y
Fund14.00%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund19.87%
Cat. Avg.5.09%
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 | MTAR Technologies Limited | 45.17 | 1.84% |
| 2 | Sterlite Technologies Limited | 44.90 | 1.83% |
| 3 | Astra Microwave Products Limited | 40.87 | 1.67% |
| 4 | TD Power Systems Limited | 38.71 | 1.58% |
| 5 | Sansera Engineering Limited | 38.06 | 1.55% |
| 6 | Cupid Limited | 35.24 | 1.44% |
| 7 | The South Indian Bank Limited | 32.64 | 1.33% |
| 8 | Ujjivan Small Finance Bank Limited | 30.55 | 1.25% |
| 9 | The Karnataka Bank Limited | 28.32 | 1.15% |
| 10 | Arvind Limited | 25.28 | 1.03% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 65722 | +9.5% | +20.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.31 L. | +9.2% | +9.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.02 L. | +12.5% | +8.1% |
| SI | 07 Aug, 23 | 1.95 L. | 2.26 L. | +16.0% | +9.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.08 L. | +8.1% | +8.1% |
| 2Y | 16 Oct, 24 | 1 L. | 95995 | -4.0% | -2.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.48 L. | +48.2% | +14.0% |
| SI | 11 Jul, 23 | 1 L. | 1.81 L. | +80.8% | +19.9% |
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.