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
Fund1.20%
Cat. Avg.2.61%
2Y
Fund2.71%
Cat. Avg.3.39%
3Y
Fund20.14%
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund21.03%
Cat. Avg.7.02%
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 | 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 Aug, 25 | 60000 | 66306 | +10.5% | +22.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.2% | +8.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.08 L. | +15.8% | +10.1% |
| SI | 07 Aug, 23 | 1.80 L. | 2.08 L. | +15.8% | +10.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +1.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.05 L. | +4.6% | +2.3% |
| 3Y | 20 Jul, 23 | 1 L. | 1.73 L. | +73.4% | +20.1% |
| SI | 11 Jul, 23 | 1 L. | 1.78 L. | +78.2% | +21.0% |
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.