Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan
Fund House: Motilal Oswal Mutual Fund| Category: Index Fund |
| Launch Date: 02-09-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY SMALLCAP 250 TRI |
| TER: 0.36% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 589.25 Cr As on (31-03-2024) |
| Turn over: 55% | Exit Load: Nil |
33.7956
-0.04 (-0.1216%)
29.66%
Benchmark: 16.74%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 Equal Weight TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.87 |
| Sharpe Ratio | 1.17 |
| Alpha | -0.4 |
| Beta | 1.02 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan | 02-09-2019 | 66.43 | 25.79 | 30.19 | - | - |
| Motilal Oswal S&P BSE Enhanced Value Index Fund-Regular plan | 22-08-2022 | 87.81 | - | - | - | - |
| Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option | 10-03-2022 | 75.05 | 25.06 | - | - | - |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | 01-04-2021 | 74.45 | 24.93 | 22.73 | - | - |
| Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth | 10-04-2023 | 74.0 | - | - | - | - |
| Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - Growth | 01-12-2022 | 65.42 | - | - | - | - |
| ICICI Prudential Nifty Auto Index Fund - Growth | 11-10-2022 | 65.33 | - | - | - | - |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth | 01-12-2022 | 65.3 | - | - | - | - |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | 05-09-2019 | 65.29 | 24.91 | 29.27 | - | - |
| SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth | 05-10-2022 | 65.23 | - | - | - | - |
Scheme Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
50.98%
Others
0.38%
Large Cap
0.31%
Mid Cap
2.88%
