September 17, 2022
mayank
Motilal Oswal Nifty Smallcap 250 Index Fund
NAV Growth : Rs 21.0770
Suitable For Which Investors ?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Fund Manager :
1) Swapnil P Mayekar
Education : Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience : Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Investment Details
| Min. Investment (Rs) : | 500 |
| Min. Addl Investment (Rs) : | 500 |
| Min. SIP Investment (Rs) : | 500 |
| Min. Withdrawal (Rs) : | 500 |
| Min. No of Cheques : | 12 |
| Min. Balance (Rs) : | — |
| Lock-in Period : | NA |
| Exit Load : | 1% for redemption within 15 days |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 06-Sep-19 |
| Return Since Launch : | 27.90% |
| Benchmark : | NIFTY Smallcap 250 TRI |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 344 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.31% |
| (As on 31-Jul-2022) | |
| Risk Grade : | — |
| Return Grade : | — |
| Turnover : | 60.00% |
Motilal Oswal Nifty Smallcap 250 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Nifty Smallcap 250 Dir | -3.52 | -2.28 | 4.49 | 19.07 | 3.4 | 1.24 | 26.79 | — | — | — |
| S&P BSE 250 SmallCap TRI | -1.64 | -2.56 | 4.34 | 20.56 | 6.21 | 2.68 | 27.22 | — | — | — |
| Equity: Small Cap | 1.34 | -2.18 | 4.18 | 19.77 | 7.78 | 6.89 | 33.63 | — | — | — |
| Rank within category | 25 | 18 | 9 | 18 | 25 | 22 | 18 | — | — | — |
| Number of funds in category | 28 | 29 | 29 | 29 | 29 | 27 | 21 | 14 | 13 | 0 |
Motilal Oswal Nifty Smallcap 250 Index Fund Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Motilal Oswal Nifty Smallcap 250 Dir | Unrated | 1.24 | 26.79 | — | 0.31 | 344 | 27.9 | 1.00 (15) | 3yrs 0mo | 60.00 |
| Nippon Ind Small Cap Dir | 4 star | 13.57 | 36.96 | 19.45 | 1.02 | 21,655 | 25.61 | 1.00 (30) | 9yrs 8mo | 26.00 |
| SBI Small Cap Dir | 4 star | 16.17 | 33.45 | 19.83 | 0.74 | 14,044 | 26.69 | 1.00 (365) | 9yrs 8mo | 13.00 |
| Axis Small Cap Dir | 5 star | 9.98 | 31.96 | 21.37 | 0.52 | 10,436 | 25.11 | 1.00 (365) | 8yrs 9mo | 13.00 |
| Kotak Small Cap Dir | 4 star | 7.04 | 37.83 | 19.45 | 0.59 | 8,356 | 20.85 | 1.00 (365) | 9yrs 8mo | 5.54 |
Portfolio Analysis
| No. of Stocks : | 250 |
| Top 10 Stocks % : | 11.66 |
| Top 5 Stocks % : | 6.41 |
| Top 3 Sectors % : | 43.35 |
| Portfolio P/B Ratio : | 2.60 |
| Portfolio P/E Ratio : | 19.87 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 8,854 | 10,165 |
| Giant (%) | — | 5.47 |
| Large (%) | — | 3.17 |
| Mid (%) | 41.95 | 43.29 |
| Small (%) | 58.05 | 53.04 |
| Tiny (%) | — | 0.34 |
Motilal Oswal Nifty Smallcap 250 Index Fund by Chanakya :
Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
Apply Online :
Stock Research Reports :
https://www.analysislibrary.com/
NFO Guidance :
https://sahifund.com/category/nfos/
Chanakya’s Mutual Fund Guidance on Youtube
https://www.youtube.com/c/ChanakyaNiPothi
Join Chanakya’s Telegram Channel @
https://t.me/chanakyanipothi