About Nifty Smallcap 250 Index

  • NIFTY Smallcap 250 Index represents the balance 250 companies (companies ranked 251-500) from NIFTY 500 Index. This index intends to measure the performance of small market capitalisation companies.

  • NIFTY Smallcap 250 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base market capitalization value.

Small-cap Index at attractive valuations

Midcaps currently trading at favorable valuations
  • Nifty Small-Cap 250 index has fallen by over 60% over the last 18-24 months

  • At the current valuations – Small-caps are an attractive investment for long-term investing

Data as on June 30, 2019 Source: Niftyindices.com

Nifty Smallcap 250: Performance vs Other Small-cap Indices & Nifty 50

Indices 1 Year 2 Year 3 Year 5 Year 7 Year 10 Year
Nifty Smallcap 250 TRI -4.3 -14.63 -1.84 4.35 11.09 9.17
Nifty Smallcap 100 TRI -4.29 -17.21 -3.1 3.25 8.95 7.74
Nifty Smallcap 50 TRI -5.03 -21.16 -7.34 0.01 6.76 4.01
  • Best Index Fund to invest in small-cap indices

Nifty Smallcap 250 TRI -4.3 -14.63 -1.84 4.35 11.09 9.17
Nifty 50 TRI 15.93 8.69 12.74 8.76 12.69 11.04
  • Despite 60% correction in small-cap index-small-cap index returns same Nifty 50 Index in the long run.

  • Expected to outperform all broad indices iver the long-run.

Data as on 31st October 2019. All figures are in % Source: MOAMC Internal Research. Past performance may or may not be sustained in Future.

    • Note: Total Return variant of the index (TRI) will be used for performance comparison.

      • Rs. 500/- and multiple of Re. 1/- thereafter (Minimum Installment – 12)
      • Rs. 500/- and multiple of Re. 1/- thereafter (Minimum Installment – 12)
      • Rs. 500/- and multiple of Re. 1/- thereafter (Minimum Installment – 12)
      • Rs. 1500/- and multiple of Re. 1/- thereafter (Minimum Installment – 4)
      • Rs. 6,000/- and multiple of Re. 1/- thereafter (Minimum Installment – 1)

Riskometer

Investors understand that their principal will be at
moderately high risk

Industry Classification as recommended by AMFI