Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Other
Index
Moderately High Risk
26.32%
3Y annualised
-0.13% 1D
1M
6M
1Y
3Y
All
NAV: 24 May 2024₹35.36
Min. SIP amount₹500
Rating2
Fund size₹691.21Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA63.3%26.3%30.7%
Category averageNA54.2%25.9%NA
Rank with in categoryNA915NA
Understand terms

Holdings (250)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity1.18%
ServicesEquity1.18%
TechnologyEquity1.16%
Consumer DiscretionaryEquity1.14%
FinancialEquity1.07%
FinancialEquity1.05%
FinancialEquity1.01%
FinancialEquity0.99%
HealthcareEquity0.99%
FinancialEquity0.98%
See All

Pros and cons

Category: Other Index

Pros

Cons

Lower expense ratio: 0.36%
Low rating: 2
Consistently higher annualised returns than category average for the past 1Y and 3Y
Exit load is zero

Expense ratio, exit load and tax

Expense ratio: 0.36%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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