This Index Fund SIP Has Given 48.98% Returns In 2 Years, Highest In Its category

When you invest in the stock market, you're constantly taking a chance. The market fluctuates, and your assets may move from being in the green to being in the red and back again. While investing in mutual funds such as Index fund are the ultimate example of passive investing. Since the index fund's portfolio mix is limited to index constituents, it becomes much simpler and more predictable. Because it is a passive fund, the index fund simply tracks the index. Here we have covered one such fund and given the details, returns, and portfolio of the fund. This fund has offered the highest SIP return in 2 years.

Motilal Oswal Nifty Smallcap 250 Index Fund (MOFSMALLCAP) - Direct Plan-Growth

This fund was launched more than 2 years back on 06 September 2019. It is a smallcap equity Index fund from the house of Motilal Oswal Mutual Fund. It is an open-ended medium-sized fund in its category. The fund's direct Plan-Growth scheme is Rs 241 Cr worth of Asset Under Management as of 28 February 2022, and as of March 10, 2022, the latest NAV is Rs 20.0661. Its current expense ratio is 0.31%, which is less than what most other Small Cap funds charge. It is a moderate-high risk fund. The fund is currently managed by Swapnil P Mayekar. The Direct-Growth plan of this fund has no lock-in period. The minimum investment for lump sum payment is Rs 500 and for SIP is Rs 500.

Returns and Performance

Absolute and Annualised Returns

The fund has given promising annualized returns over the last 2 years, almost double of its category average. Since its inception, it has given 32.15% annualized returns, more than 3 times its category average returns. 

Invested	Absolute Returns	Annualised Returns	Category Avg
1 Year	25.09%	25.09%	12.20%
2 Year	103.41%	42.55%	27.17%
Since Inception	100.66%	32.15%	10.31%

Source-Money Control

SIP Return

The fund has offered 48.98% absolute returns in a 2-year SIP. While in the same investment period it has given 43.79% annualized returns. 

Invested	Absolute Returns	Annualised Returns
1 Year	3.66%	6.89%
2 Year	48.98%	43.79%

Source-Money Control

Portfolio

 The fund has a total investment of 100.13 percent in Indian equities, with 3.8 percent in mid-cap stocks and 81.85 percent in small-cap companies. Indian Energy Exchange Ltd., Tanla Platforms Ltd., Central Depository Services (India) Ltd., Crompton Greaves Ltd., and Inox Flurochemicals Ltd. are the fund's top five holdings. Cash Equivalent, Industrial, Financial Services, Basic Materials, Cyclical, Technology, Health, Defensive, Communication, Real Estate, Utilities, and Energy are the primary sectors in which the fund has invested. In comparison to other funds in the category, it has less exposure to the Services and Financial sectors.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.