November 25, 2023
mayank
Motilal Oswal Small Cap Fund NFO, Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Managers
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Small Cap Fund NFO Open Date, Close Date?
NFO opens on December 05, 2023
NFO will close on December 19, 2023
What is the Investment Strategy Motilal Oswal Small Cap Fund NFO?
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Basic Details of Motilal Oswal Small Cap Fund NFO?
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 05 December 2023 |
| Issue Close | 19 December 2023 |
| Type | Open-ended |
| Category | Equity: Small Cap |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 15 days |
| Riskometer | Very High |
| Benchmark | NIFTY Smallcap 250 TRI |
What is the Benchmark Index of Motilal Oswal Small Cap Fund NFO?
Nifty Smallcap 250 represents the balance 250 companies (companies ranked 251-500) from Nifty 500. This index intends to measure the performance of small market capitalisation companies.
Nifty Smallcap 250 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base market capitalization value.
Nifty Smallcap 250 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty Smallcap 250 Total Returns Index
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -1.69 | 26.82 | 28.29 | 18.91 | 14.31 |
| Total Return | -1.68 | 27.56 | 29.14 | 20.04 | 15.72 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 13.38 | 19.74 | 21.80 |
| Beta (NIFTY 50) | 0.83 | 0.80 | 0.79 |
| Correlation (NIFTY 50) | 0.62 | 0.78 | 0.78 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 23.46 | 3.09 | 1.01 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| Suzlon Energy Ltd. | 2.57 |
| BSE Ltd | 2.11 |
| IDFC Ltd. | 1.27 |
| KEI Industries Ltd. | 1.12 |
| Cyient Ltd. | 1.12 |
| RBL Bank Ltd. | 1.10 |
| Central Depository Services (India) Ltd | 1.08 |
| Angel One Ltd. | 1.05 |
| Multi Commodity Exchange of India Ltd. | 0.99 |
| IIFL Finance Ltd. | 0.97 |
Performance Review of the Fund Managers of Motilal Oswal Small Cap Fund NFO?
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Canara Robeco Mutual Fund, he has worked with BOI AXA Mutual Fund, B&K Securities and Infosys.
Past Performance of his Schemes
2) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
Past Performance of his Schemes
| Fund | Motilal Oswal Midcap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 29.79 | 31.71 | 24.48 | 13.16 |
| 3 Year | 33.45 | 28.96 | 21.89 | 19.43 |
| 5 Year | 23.26 | 21.65 | 16.45 | 16.11 |
| 7 Year | 17.54 | 19.30 | 15.83 | 15.95 |
| 10 Year | — | — | — | — |
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Past Performance of his Schemes
| Fund | Motilal Oswal Balance Advantage Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 22.38 | 8.01 | 24.48 | 13.16 |
| 3 Year | 10.06 | 14.54 | 21.89 | 19.43 |
| 5 Year | 9.96 | 13.50 | 16.45 | 16.11 |
| 7 Year | 10.01 | 13.69 | 15.83 | 15.95 |
| 10 Year | — | — | — | — |
Which Company Owns Motilal Oswal Small Cap Fund NFO?
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: www.karvymfs.com
Is it good to invest in Motilal Oswal Small Cap Fund NFO
Guidance for Motilal Oswal Small Cap Fund NFO by Paresh Gordhandas, C.A., Research Analyst.
Small cap funds in general, offer a higher potential to earn better returns/benchmark beating returns but come with higher risk. So it is advised that they should form a small percentage of your portfolio. Generally, Small cap funds should be held for 8-10 years atleast to generate good returns. Currently, Axis Small Cap Fund, Edelweiss Small Cap Fund, ICICI Pru Small Cap Fund, HDFC Small Cap Fund are few of the Small cap Funds available in the market. Of these, the Axis Small Cap Fund has one of the best returns in its category.
Motilal Oswal, as a Fund House, has a good track record for giving returns to investors. In case of small cap funds, the performance of the Fund Manager is very important as stocks need to be selected keeping various parameters in mind. If we take a look at the table above, the Fund Managers have shown an average performance in the sample study of their past performance.
A small amount can be invested in this Fund.
>> Post your MF questions @ sahifund.com/ask-me/
>> 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 MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
>> For Higher studies, Interview skills, Competitive Exam books
http://www.gyanpothi.com/search-institutes/
>> Get Good Staff or Job, Click: Staffavailable.com
>> To apply for Government & PSU jobs, click
https://www.staffavailable.com/government-psu-jobs/
>> Go to IPOs Analysis Section, Click
>> Interested in Used Automobiles or vintage cars? Click: BigGaddi.com
>> Interested in Crossword Puzzles? Click: magajmari.com