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 (31-03-2024)
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

32.7386

28.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 Equal Weight 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
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 17.86
Sharpe Ratio 1.13
Alpha -1.12
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 - Regular Plan 05-09-2019 65.29 24.91 29.27 - -
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 - - - -
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth 05-10-2022 65.23 - - - -
ICICI Prudential Nifty Smallcap 250 Index Fund - Growth 02-11-2021 65.07 25.04 - - -

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

50.98%

Others

0.38%

Large Cap

0.31%

Mid Cap

2.88%

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