Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan
|
Very High
|
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1.09 |
|||
Very High
|
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0.96 |
||||
Very High
|
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1.01 |
||||
Very High
|
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1.04 |
||||
Very High
|
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0.20 |
₹1,345 Cr
1.00 (15)
500
500
500
12
Investment Strategy
The scheme seeks 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.
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
Dividend Taxation
Motilal Oswal Nifty Microcap 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 Microcap 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 Microcap 250 Index Fund - Regular Plan is ₹17.4923 as of 15-Aug-2024.
The AUM of Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan Fund is ₹1,345 Cr as of 31-Jul-2024
The riskometer level of Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
1.40
|
|
1.29
|
|
1.24
|
|
1.21
|
|
1.17
|
As of 31-Jul-2024, Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan had invested 100.18% in Equity, 0.21% in Debt and -0.38% in Cash & Cash Eq. See More
Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan is 1 years 1 months old. It has delivered 66.25% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
58.24%
|
--
|
--
|
--
|
--
|
66.25%
|
No, There is no lock in period in Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan.
The expense ratio of Motilal Oswal Nifty Microcap 250 Index Fund - Regular Plan is 1.09.