Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)687.59
- CAGR 63.09%
- Exit Load1.00%
- Expense ratio1.04%
- CategoryIndex Funds
- Min Investment500
- Min SIP500
- Launch Date2019-09-06
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Crompton Greaves Consumer Electricals
- 10.87
- 1.58%
- Exide Industries
- 9.48
- 1.38%
- Blue Star
- 8.80
- 1.28%
- Multi Commodity Exchange Of India
- 7.98
- 1.16%
- Central Depository Service India
- 7.96
- 1.16%
- Glenmark Pharmaceuticals
- 7.48
- 1.09%
- National Aluminium Company
- 7.44
- 1.08%
- Brigade Enterprises
- 6.91
- 1.00%
- Computer Age Management Services
- 6.86
- 1.00%
- Karur Vysya Bank
- 6.63
- 0.96%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio1.00
- Std Deviation 17.99%
- Tracking Error 0.00%
About Fund
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
The Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has an AUM of 687.59 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.04%. The minimum investment in Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Crompton Greaves Consumer Electricals, Exide Industries, Blue Star & Multi Commodity Exchange Of India.
The major sectors where the fund is invested are Investment Services, Construction Services, Electronic Instr. & Controls & Consumer Financial Services.
Some of the similar funds are Tata Nifty 50 Index Fund Regular Plan, Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, Nippon India Index S&P BSE Fund Sensex Plan - Growth, Bandhan Nifty100 Low Volatility 30 Index Fund Regular Growth, Kotak Nifty 50 Index Fund Regular Growth. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 1.00 & a standard deviation of 17.99%.
