3 Year return

26.71%
Launched on August 2019 (5 years)

Investment Details

₹500

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹691.21 Cr.

Expense Ratio

0.36% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

2
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

SM

Swapnil Mayekar

Fund Manager since Jun 2023

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹50,745.52 Cr.
No. of Schemes 58
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

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
Email 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.

Invest Regularly, Achieve Your Goals with SIPs

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FAQs

What is today's NAV of Motilal Oswal Nifty Smallcap 250 Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Nifty Smallcap 250 Index Fund May 24 2024 is 35.3632

What is the AUM of Motilal Oswal Nifty Smallcap 250 Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Nifty Smallcap 250 Index Fund is 691.21 crore.

What is the expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund is 0.36%

What are the returns of Motilal Oswal Nifty Smallcap 250 Index Fund since inception?

The Motilal Oswal Nifty Smallcap 250 Index Fund was launched on Aug 19 2019. The fund has delivered a CAGR of 30.76 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Nifty Smallcap 250 Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Nifty Smallcap 250 Index Fund is 500.

How do I invest in Motilal Oswal Nifty Smallcap 250 Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. 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?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal Nifty Smallcap 250 Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. 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?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.