Motilal Oswal Nifty Smallcap 250 Index Fund delivers 47.64% return in last year, 89.93% over 3 years

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%.

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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
Services Equity 1.45%
Consumer Discretionary Equity 1.34%
Consumer Discretionary Equity 1.34%
Financial Equity 1.28%
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.