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This Less Than 3 Years Old Small-Cap Fund Outperformed The Category Average
It is not possible to forecast the market's future direction. With the data and numbers available, we can only make educated estimates. If you are a Mutual fund investor and looking for some good funds for investments but also want to know the returns and other details such as Fund Size or NAV, then this mutual fund is right for you. In this article, we have given the details including the returns and portfolio of this small-cap mutual fund.
Motilal Oswal Nifty Small-cap 250 Index Fund (MOFSMALLCAP) - Direct Plan-Growth
This equity small-cap mutual fund was launched by the Motilal Oswal Mutual Funds on 06th September 2019. It is an open-ended medium-sized fund of its category that aims to provide an investment return that is comparable to the Nifty Small-cap 250 Index, subject to tracking error.
The Fund's AUM or Asset Under Management is worth Rs 241.09, whereas, the NAV of this fund declared on 08th April 2022 is Rs 22.0583. The Expense ratio of this fund is 0.31, it is close to its category average but higher.
It is a moderately high risky fund. The minimum investment amount required for investment in this fund is Rs 500 for lump-sum and SIP, respectively.
Absolute And Annualised Returns
Lump-Sum Investment Returns
Since its launch, it has delivered 35.38% average annual returns.
| Investment Period | Absolute Returns | Annualised Returns | Category Avg |
|---|---|---|---|
| 1 Year | 37.32% | 37.32% | 20.11% |
| 2 Year | 197.04% | 72.35% | 43.72% |
| Since Inception | 120.58% | 35.91% | 11.79% |
SIP Returns
| SIP Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 11.80% | 22.59% |
| 2 Year | 59.34% | 52.20% |
Portfolio
The fund has a total investment of 100.13 per cent in Indian equities, with 3.8 per cent in mid-cap stocks and 81.85 per cent in small-cap companies. The fund's investments are mostly in the Services, Financial, Capital Goods, Technology, and Chemicals sectors. In comparison to other funds in the category, it has less exposure to the Services and Financial sectors.
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.
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.
