Motilal Oswal Nifty Smallcap 250 Index Fund Direct – Growth is an equity mutual fund offered by Motilal Oswal Mutual Fund. The fund has an AUM of ₹828.81 crores and the current NAV is ₹39.568 as of November 2, 2024.
In terms of returns, it has delivered an impressive 47.64% over the past year and a remarkable 89.93% over the last three years. Since its launch, it has given a return of 287.55%.
Motilal Oswal Nifty Smallcap 250 Index Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -2.39% | -2.06% |
| 3 months | 0.33% | 1.05% |
| 6 months | 12.03% | 13.55% |
| 1 year | 47.64% | 48.1% |
| 3 years | 22.93% | 21.65% |
| 5 years | 29.85% | 29.85% |
Motilal Oswal Nifty Smallcap 250 Index Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Multi Commodity Exchange Of India Ltd.
|
Services | Equity | 1.45% |
|
Crompton Greaves Consumer Electricals Ltd.
|
Consumer Discretionary | Equity | 1.34% |
|
Blue Star Ltd.
|
Consumer Discretionary | Equity | 1.34% |
|
Central Depository Services (India) Ltd.
|
Financial | Equity | 1.28% |
|
Glenmark Pharmaceuticals Ltd.
|
Healthcare | Equity | 1.26% |
Sector Allocation in Motilal Oswal Nifty Smallcap 250 Index Fund
| Sector | Percentage | Amount (₹ Cr) |
|---|---|---|
| Financial | 16.44% | ₹136.22 Cr |
| Healthcare | 12.36% | ₹102.41 Cr |
| Services | 11.07% | ₹91.79 Cr |
| Capital Goods | 10.62% | ₹87.99 Cr |
| Chemicals | 7.49% | ₹62.05 Cr |
| Others | 42.03% | ₹348.35 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
