Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
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Motilal Oswal Nifty Smallcap 250 Index fund

Products Equity Funds Motilal Oswal Nifty Smallcap 250 Index fund
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Small cap 250 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
PERFORMANCE AND NAV (NET ASSET VALUE)
1 YearSince Inception
CAGR (%)Current Value of Investment of
Rs 10000
CAGR (%)Current Value of Investment of
Rs 10000
Nifty Smallcap 250 Index Fund 113.0121,300.9231.2415,311.10
NAV (Rs.) Per Unit (15.3111 as on 31-Mar-2021)7.188010.0000
Returns Froms :
Invested :
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This Scheme
  • Scheme Details
    Continuous and Systematic Investment Plan

    Minimum Application Amount : Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower.

    Additional Application Amount : Rs. 500/- and in multiples of Re. 1/- thereafter.

    Systematic Investment Plan (SIP) : Minimum installment amount - Rs. 500/-(weekly/ fortnightly/monthly), Rs. 1,500/- (quarterly) and Rs. 6,000/- (annually) and in multiples of Re. 1/- thereafter with minimum of 12 installments for weekly /fortnightly/monthly frequency and minimum 4 installments for quarterly frequency. 

    Minimum Redemption Amount :Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower.

    Portfolio

    (Data as on 31-Mar-2021)

    Industry Classification as recommended by AMFI

    Scrip Name Weightage (%)
    APL Apollo Tubes Limited 1.53
    Indian Energy Exchange Limited 1.42
    Multi Commodity Exchange of India Limited 1.38
    Kajaria Ceramics Limited 1.37
    IDFC Limited 1.13
    Tanla Platforms Limited 1.10
    Intellect Design Arena Limited 1.10
    Carborundum Universal Limited 1.00
    Amber Enterprises India Limited 1.00
    Blue Star Limited 0.98

    (Data as on 31-Mar-2021)

    Total Expense Ratio
    Product Labeling

    This product is suitable for investors who are seeking*

    ·        Return that corresponds to the performance ofNifty Smallcap 250 Index subject to tracking error

    ·        Equity and equity related securities covered byNifty Smallcap 250 Index

    ·        Long term capital growth


    *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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    CIN-U67120MH2008PLC188186

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