Get access to more insightful information
By signing up to Upstox today
Motilal Oswal Nifty Smallcap 250 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
06 Sep 2019
5.2 years ago
Lock-in Period
No lock-in
NAV
as of 04 Nov 2024
₹39.25
-0.7989% (-0.30)
AUM
₹829 Cr
Expense ratio
0.36%
Benchmark
Nifty Smallcap 250
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold before 15D
1%
If units sold after 15D
0%
Distribution
Asset split
Market capital
Equity100.01%
What's in this fund?
Sectors
Holdings
Industrials
Financial Services
Basic Materials
Healthcare
Consumer Cyclical
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹52,923 Cr • Rank #21Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Swapnil Mayekar
Experience: 5.27 yrs • Total AUM: 34,998 Cr
Dishant Mehta
Experience: yrs • Total AUM: 34,998 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
17.93%
Expense ratio
0.37%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
17.92%
Expense ratio
0.31%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
11.45%
Expense ratio
0.2%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
11.45%
Expense ratio
0.18%
Tracking error
Fund size
ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
11.43%
Expense ratio
0.17%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.