loader2
NRI
  • Mutual Fund
  • Motilal Oswal Nifty Microcap 250 Index Fund-Reg (G)

Apr 17, 2025

Category

Others

AUM (Cr.)

1,840.21

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

1.07

Sharpe Ratio

3.45

Beta Ratio

0.00

Fund Manager

Swapnil Mayekar

Inception Date

Jul 05, 2023

Risk Level

Very High

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Nifty Microcap 250 Index Fund-Reg (G) 8.05 -17.2 5.28 0 0 28.17
Benchmark 0 0 0 0 0 0
Category Average - BEST ETFS/INDEX 4.94 -4.14 6.77 11.78 22.22 6.91
Category Rank 2/5 4/5 5/5 4/5 1/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India NSE Nifty 50 Index Fund (IDCW) 191.4004 7.02 14.01 13.38 22.37 700.79 0.00 5,000.00 invest
Tata Nifty Financial Services Index Fund-Reg (G) 12.0988 2.27 0.00 0.00 0.00 90.02 0.00 5,000.00 invest
Tata Nifty Financial Services Index Fund-Reg (IDCW) RI 12.0988 2.27 0.00 0.00 0.00 90.02 0.00 5,000.00 invest
Tata Nifty Financial Services Index Fund-Reg (IDCW) 12.0988 2.27 0.00 0.00 0.00 90.02 0.00 5,000.00 invest
Franklin India NSE Nifty 50 Index Fund (G) 181.9911 -3.25 3.08 9.63 19.93 700.79 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-LMW Mar 31, 2025 29.93 1.63 14.44
Reverse Repo-Reverse Repo Mar 31, 2025 27.05 1.47 122.31
Equity-Religare Enterp. Mar 31, 2025 21.45 1.17 2.51
Equity-Embassy Develop Mar 31, 2025 21.18 1.15 36.32
Equity-Reliance Infra. Mar 31, 2025 20.56 1.12 21.16
Equity-CMS Info Systems Mar 31, 2025 19.75 1.07 -2.05
Equity-Cartrade Tech Mar 31, 2025 18.50 1.01 5.62
Equity-Karnataka Bank Mar 31, 2025 18.45 1.00 2.64
Equity-Va Tech Wabag Mar 31, 2025 18.35 1.00 -1.67
Equity-Ujjivan Small Mar 31, 2025 17.57 0.95 0.00

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been app...

Apr 11, 2025 12:07

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Mar 21, 2025 10:32

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 12, 2025 11:54

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 06, 2025 13:16

Motilal Oswal MF launches Active Momentum Fund

Motilal Oswal Mutual Fund has announced the launch of its new open-ended eq...

Mar 04, 2025 13:26

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Feb 15, 2025 10:32

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Nifty Microcap 250 Index Fund-Reg (G)
Contact Persone : Swapnil Mayekar
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com