Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Very High
₹33.3394 -2.46%
As on 25-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan
|
|
|
Very High
|
loading... |
1.04 |
|
 |
|
Very High
|
loading... |
0.95 |
||
|
|
Very High
|
loading... |
1.07 |
|||
|
|
Very High
|
loading... |
0.88 |
|||
|
|
Very High
|
loading... |
0.86 |
₹792 Cr
1.00 (15)
500
500
500
12
Investment Strategy
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Suitability
"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. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan fund can be purchased from the website of Motilal Oswal Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan is ₹33.3394 as of 27-Apr-2025.
The AUM of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan Fund is ₹792 Cr as of 31-Mar-2025
The riskometer level of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
1.59
|
|
|
1.41
|
|
|
1.34
|
|
|
1.28
|
|
|
1.12
|
As of 31-Mar-2025, Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan had invested 99.92% in Equity, 2.04% in Debt and -1.96% in Cash & Cash Eq. See More
Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan is 5 years 7 months old. It has delivered 23.81% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
-1.88%
|
17.06%
|
33.52%
|
--
|
--
|
23.81%
|
No, There is no lock in period in Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan.
The expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan is 1.04.
