Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 63.34 | 27.35 | N/A | N/A |
Average Rolling Returns(%) | 41.24 | 32.86 | N/A | N/A |
The Current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan is ₹34.79.
It is better to invest in a fund with a longer track record as Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 - TRI returns, as Funds portfolio is significantly different.
Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.36%
The process for redemption is
The AUM of Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan is currently ₹589 Crores.
The Top three stocks are Crompt.Greaves Cons., Multi Commodity Exch and Cyient and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 6% and 11% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Healthcare accounting for 39% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Swapnil P Mayekar manages the Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan Fund.
Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan current PE ratio is 40.22 and PB ratio is 6.65
The asset allocation of Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan is Stocks : 99.89%, Debt : 0.03% and Gold : 0%
The minimum SIP amount for Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan is Nil