Motilal Oswal NIFTY Smallcap 250 Index Fund- Direct Plan
Expense Ratio: 0.33
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 19-08-2019
Exit Load: Nil
Fund Size:₹1,018.04 Cr
Performance
1Y
Fund1.05%
Cat. Avg.2.44%
2Y
Fund1.21%
Cat. Avg.3.21%
3Y
Fund18.43%
Cat. Avg.11.17%
5Y
Fund15.25%
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund22.30%
Cat. Avg.7.47%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65662 | +9.4% | +20.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.31 L. | +8.9% | +9.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.09 L. | +15.9% | +10.3% |
| 5Y | 09 Aug, 21 | 3 L. | 4.42 L. | +47.4% | +15.9% |
| SI | 07 Oct, 19 | 4.10 L. | 8.32 L. | +103.0% | +20.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.01 L. | +1.0% | +1.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.02 L. | +2.4% | +1.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.65 L. | +64.8% | +18.2% |
| 5Y | 15 Jul, 21 | 1 L. | 2.03 L. | +103.3% | +15.3% |
| SI | 11 Sep, 19 | 1 L. | 3.97 L. | +296.8% | +22.3% |
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.