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: 0.33% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 918.41 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 53% | Exit Load: Yes |
38.5775
-0.56 (-1.4498%)
25.98%
Benchmark: 16.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 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
4 Years 11 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 | 18.0 |
| Sharpe Ratio | 1.05 |
| Alpha | -0.6 |
| Beta | 1.02 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
97.97%
Others
0.07%
Large Cap
0.14%
Mid Cap
1.77%
