Motilal Oswal Nifty Smallcap 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: 1.04% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 944.87 Cr As on 30-06-2025(Source:AMFI)
Turn over: 53% | Exit Load: Yes

36.5496

24.13%

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 17.99
Sharpe Ratio 1.01
Alpha -1.31
Beta 1.01
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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

97.88%

Others

-0.05%

Large Cap

0.2%

Mid Cap

1.99%

Feedback
Notification