Motilal Oswal NIFTY Smallcap 250 ETF
Expense Ratio: 0.31
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 13-03-2024
Exit Load: Nil
Fund Size:₹143.60 Cr
Performance
1Y
Fund0.93%
Cat. Avg.4.42%
2Y
Fund2.57%
Cat. Avg.3.40%
3Y
FundN/A
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund11.45%
Cat. Avg.-5.56%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
23.10%
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 | 3.26 | 1.33% |
| 2 | Karur Vysya Bank Limited | 3.22 | 1.31% |
| 3 | Sona BLW Precision Forgings Limited | 3.20 | 1.30% |
| 4 | Delhivery Limited | 3.04 | 1.24% |
| 5 | Piramal Finance Limited | 3.00 | 1.22% |
| 6 | Central Depository Services (India) Limited | 2.68 | 1.09% |
| 7 | Ather Energy Limited | 2.52 | 1.03% |
| 8 | HFCL Limited | 2.51 | 1.02% |
| 9 | Angel One Limited | 2.47 | 1.01% |
| 10 | Krishna Institute Of Medical Sciences Limited | 2.43 | 0.99% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65426 | +9.0% | +19.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.5% | +8.5% |
| SI | 08 Apr, 24 | 1.40 L. | 1.53 L. | +9.1% | +7.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +1.0% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.04 L. | +4.3% | +2.1% |
| SI | 21 Mar, 24 | 1 L. | 1.29 L. | +28.8% | +11.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
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%
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.