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Index Fund NAV 20.8922 -0.19 09 September, 2022
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan was previously known as

Motilal Oswal Nifty Smallcap 250 Index Fund (G)

Fund Details

Category Index Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 September, 2019
Benchmark NIFTY Smallcap 250 TRI
Asset Size(Cr) 248.15 (As on 30-06-2022)
Turn over 70.00%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 15 days
Expense Ratio 1.03% (As on 31-05-2022)
Fund Manager Swapnil P Mayekar

Investment Returns (As on 09 Sep, 2022)

Duration Returns Benchmark Category
1 W 2.67% 0.73% -0.08%
1 M 7.23% 2.25% 2.9%
3 M 11.66% -14.65% -6.83%
6 M 7.39% -19.09% -11.11%
1 Y 3.7% -5.55% -0.24%
2 Y 39.96% 42.85% 24.06%
3 Y - 20.3% 12.24%
5 Y - 7.35% 10.23%

Risk Mesasures (As on 09 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 3.7% 0% 0%

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