Motilal Oswal Nifty Smallcap 250 Index Fund - Direct Plan has delivered 158.20% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is SONA BLW PRECISION FORGINGS LTD with a portfolio weight of 1.60% .
The fund currently owns more than 252 stocks.
The top 10 holdings account for 12.06% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 20.98% | 2.52% |
| 2 Year Return | 52.99% | 14.81% |
| 3 Year Return | 89.61% | 41.29% |
| 4 Year Return | 267.77% | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.28% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Forgings |
1.60%
|
|
| 2 | Financials |
1.50%
|
|
| 3 | Materials |
1.29%
|
|
| 4 | Logistics - Warehousing/Supply Chain/Others |
1.25%
|
|
| 5 | Non-Banking Financial Company (NBFC) |
1.15%
|
|
| 6 | Auto Ancl - Batteries |
1.12%
|
|
| 7 | Financials |
1.10%
|
|
| 8 | Financials |
1.08%
|
|
| 9 | Materials |
1.00%
|
|
| 10 | Health Care |
0.97%
|
|
| 11 | Hospitals & Medical Services |
0.97%
|
|
| 12 | Financials |
0.95%
|
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Nifty Smallcap 250 Index Fund - Direct Plan is managed by MOTILALOSWAL .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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