Motilal Oswal Nifty Microcap 250 Index Fund Regular-Growth - Returns, Rating & Analysis | Ionic Wealth
Motilal Oswal Nifty Microcap 250 Index Fund Regular-Growth
Equity
Small Cap
₹0.23% 1D
NAV on
AI Summary
Chart
Overview
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Summary
Ionic AI
Loading...
Fund Overview
Rating
Not Rated
Minimum Investment
₹500
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹2345 Cr
Created on
3 July 2023
Fund Ranking
#
/ 34 in Small Cap
Risk Level
Very High
Very High
Returns
Trailing Return
Rolling Return
6 Month
3.1%
1 Year
-0.2%
3 Year (CAGR)
-
All Time (CAGR)
19.9%
Category Return
6 Month
2.4%
1 Year
2.2%
3 Year (CAGR)
18.1%
All Time (CAGR)
-
Asset Allocation
Equity
99.9%
Debt
0.1%
Other
-0.1%
Top 5 Holdings
Top 5 Sectors
Aarti Drugs
0.16%
Carysil
0.23%
Alkyl Amines Chemicals
0.26%
Alok Industries
0.21%
Bosch Home Comfort India
0.13%
Fund Information
Expense Ratio
1.16%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Lock-In Period
No Lock-In
Managed By
Swapnil P Mayekar
June 2023 - Present
Dishant Mehta
Oct 2024 - Present
Rakesh Shetty
Dec 2024 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.00
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
0.00
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.00
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.