3 Year return
25.68%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹691.21 Cr.
Expense Ratio
0.36% (inclusive of GST)
Exit Load
Nil
Tax Implications
Fund Holdings
Motilal Oswal Mutual Fund Managers
SM
Swapnil Mayekar
Fund Manager since Jun 2023
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
DSP Nifty Next 50 Index Fund Direct Plan IDCW Payout |
23.03% |
0 |
LIC MF Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.95% |
0 |
ICICI Prudential Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.89% |
0 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About the Motilal Oswal Nifty Smallcap 250 Index Fund Direct Plan
The Motilal Oswal Nifty Smallcap 250 Index Fund Direct Plan is an index fund managed by Motilal Oswal Asset Management. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. Index funds track a specific market index, such as the Nifty Smallcap 250 Index. This means that the fund will try to match the performance of the index as closely as possible. The Nifty Smallcap 250 Index is a market-cap weighted index of the 250 smallest companies listed on the National Stock Exchange of India. The index is rebalanced quarterly to ensure that it remains representative of the smallest companies in the Indian stock market.
Investment Objectives of the Scheme
The investment objective of the LIC MF Large Cap Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares of large-cap companies. The investment objective of the Motilal Oswal Nifty Smallcap 250 Index Fund Direct Plan is to track the performance of the Nifty Smallcap 250 Index. The fund will invest at least 95% of its assets in the stocks that make up the index.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.36% |
Fund Manager | Swapnil Mayekar |
Fund Size | ₹691.21 Cr |
Risk Profile | Very High |
Is This Scheme Right For Me?
The Motilal Oswal Nifty Smallcap 250 Index Fund Direct Plan is a good option for investors who are looking for a low-cost way to track the performance of the Nifty Smallcap 250 Index. The fund has a low expense ratio, which means that you will keep more of your investment returns. However, the fund is not suitable for investors who are looking for high returns. The Nifty Smallcap 250 Index is a volatile index, which means that the fund's returns can go up and down significantly in the short term.
AMC Contact Details
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
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What are the returns of Motilal Oswal Nifty Smallcap 250 Index Fund since inception?
What is the minimum SIP amount to invest in Motilal Oswal Nifty Smallcap 250 Index Fund?
How do I invest in Motilal Oswal Nifty Smallcap 250 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal Nifty Smallcap 250 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal Nifty Smallcap 250 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal Nifty Smallcap 250 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.