Motilal Oswal NIFTY Smallcap 250 Index Fund- Direct Plan
Expense Ratio: 0.33
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 19-08-2019
Exit Load: Nil
Fund Size:₹1,018.04 Cr
Performance
1Y
Fund3.18%
Cat. Avg.-0.92%
2Y
Fund-2.12%
Cat. Avg.0.42%
3Y
Fund12.52%
Cat. Avg.9.27%
5Y
Fund12.37%
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund21.00%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Navin Fluorine International Limited | 16.08 | 1.33% |
| 2 | Karur Vysya Bank Limited | 15.90 | 1.31% |
| 3 | Sona BLW Precision Forgings Limited | 15.80 | 1.31% |
| 4 | Delhivery Limited | 15.03 | 1.24% |
| 5 | Piramal Finance Limited | 14.81 | 1.22% |
| 6 | Central Depository Services (India) Limited | 13.22 | 1.09% |
| 7 | Ather Energy Limited | 12.44 | 1.03% |
| 8 | HFCL Limited | 12.39 | 1.02% |
| 9 | Angel One Limited | 12.21 | 1.01% |
| 10 | Krishna Institute Of Medical Sciences Limited | 12.00 | 0.99% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62885 | +4.8% | +10.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.8% | +5.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.96 L. | +8.7% | +5.7% |
| 5Y | 08 Nov, 21 | 3 L. | 4.17 L. | +39.0% | +13.4% |
| SI | 07 Oct, 19 | 4.25 L. | 8.26 L. | +94.5% | +18.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +3.2% | +3.2% |
| 2Y | 16 Oct, 24 | 1 L. | 95805 | -4.2% | -2.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.42 L. | +42.4% | +12.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.78 L. | +77.7% | +12.2% |
| SI | 11 Sep, 19 | 1 L. | 3.87 L. | +287.1% | +21.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.