Motilal Oswal Nifty Small Cap 250 Index - Regular Plan

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 05-09-2019
Asset Class: Equity
Benchmark: Nifty Smallcap 250 TRI
TER: 1.11% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,252.89 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.31% | Exit Load: 1% on or before 15D, Nil after 15D

39.2608

21.49%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
5 Years 0 Months
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 schemes seeks investment return that corresponds generally to the performance of Nifty Small cap 250 Index Subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
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 Small Cap 250 Index - Regular Plan 05-09-2019 10.02 2.45 16.75 15.58 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 35.58 34.1 30.47 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 31.67 27.86 25.62 17.31 -
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Plan - Growth 26-10-2020 25.63 11.76 18.83 13.27 -
Motilal Oswal Nifty Mid Small FInancial Services Index Fund-Regular Plan-Growth 29-10-2024 25.54 - - - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 24.54 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 24.31 7.82 24.08 - -
Tata Nifty AuTo Index Fund - Regular Plan - Growth 26-04-2024 24.02 7.59 - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 23.93 14.46 - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 23.77 - - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

93.85%

Others

-0.01%

Mid Cap

6.16%

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