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 (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

37.8552

25.36%

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 Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 05-09-2019 3.27 29.08 28.56 32.53 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 25.29 - - - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 21.05 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 17.13 24.49 - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 16.51 25.14 26.52 - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 15.02 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 14.81 20.84 19.64 17.35 -
ICICI Prudential Nifty Pharma Index Fund - Growth 14-12-2022 12.04 26.86 - - -
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth 27-03-2023 10.96 9.07 - - -
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option 09-12-2022 10.94 9.02 - - -

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

97.97%

Others

0.07%

Large Cap

0.14%

Mid Cap

1.77%

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