Motilal Oswal Nifty Microcap 250 Index Fund Overview
Category Index Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹17.41(R) +1.05% ₹17.57(D) +1.05%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 33.06% -% -% -% -%
LumpSum (D) 33.94% -% -% -% -%
SIP (R) 4.43% -% -% -% -%
SIP (D) 5.15% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Index Fund
Fund Name Rank Rating
Motilal Oswal Nifty Smallcap 250 Index Fund 1
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 2
Nippon India Nifty Smallcap 250 Index Fund 3
Nippon India Nifty 50 Value 20 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Dsp Nifty Next 50 Index Fund 6
Nippon India Nifty Midcap 150 Index Fund 7
Kotak Nifty Next 50 Index Fund 8
motilal oswal nifty next 50 index fund 9
Icici Prudential Nifty Next 50 Index Fund 10

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 17.41
0.1800
1.0500%
Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option 17.57
0.1800
1.0500%

Review Date: 19-11-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated four return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: Two return parameters of the Motilal Oswal Nifty Microcap 250 Index Fund are in the top 25% in the category, as shown below:
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: The Motilal Oswal Nifty Microcap 250 Index Fund has one return parameter in the category, which is above average but below the top 25%, as shown below:
      • 3M Return %
    3. Below Average: Motilal Oswal Nifty Microcap 250 Index Fund has one return parameter that is below average in the category, which is listed below:
      • 1M Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For Motilal Oswal Nifty Microcap 250 Index Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Motilal Oswal Nifty Microcap 250 Index Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Motilal Oswal Nifty Microcap 250 Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Motilal Oswal Nifty Microcap 250 Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.38
-4.65
-8.56 | 1.96 78 | 145 Average
3M Return % -3.89
-3.98
-14.58 | 6.08 50 | 144 Good
6M Return % 11.41
4.44
-5.05 | 26.10 9 | 138 Very Good
1Y Return % 33.06
24.74
7.35 | 44.92 24 | 122 Very Good
1Y SIP Return % 4.43
-8.15
-38.78 | 10.23 6 | 120 Very Good
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.34 -4.61 -8.51 | 1.99 81 | 147
3M Return % -3.74 -3.87 -14.42 | 6.22 50 | 146
6M Return % 11.77 4.72 -4.84 | 26.52 10 | 140
1Y Return % 33.94 25.33 7.50 | 45.38 24 | 123
1Y SIP Return % 5.15 -7.67 -38.48 | 10.82 6 | 121
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.05 ₹ 10,105.00 1.05 ₹ 10,105.00
1W -1.78 ₹ 9,822.00 -1.77 ₹ 9,823.00
1M -5.38 ₹ 9,462.00 -5.34 ₹ 9,466.00
3M -3.89 ₹ 9,611.00 -3.74 ₹ 9,626.00
6M 11.41 ₹ 11,141.00 11.77 ₹ 11,177.00
1Y 33.06 ₹ 13,306.00 33.94 ₹ 13,394.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 4.43 ₹ 12,287.24 5.15 ₹ 12,333.54
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Motilal Oswal Nifty Microcap 250 Index Fund NAV Regular Growth Motilal Oswal Nifty Microcap 250 Index Fund NAV Direct Growth
19-11-2024 17.4081 17.5694
18-11-2024 17.2273 17.3867
14-11-2024 17.3442 17.5034
13-11-2024 17.1748 17.3322
12-11-2024 17.7237 17.8858
11-11-2024 17.9529 18.1167
08-11-2024 18.2071 18.3723
07-11-2024 18.5063 18.6739
06-11-2024 18.5982 18.7663
05-11-2024 18.2331 18.3976
04-11-2024 18.1232 18.2864
31-10-2024 18.2523 18.4153
30-10-2024 17.87 18.0293
29-10-2024 17.5288 17.6847
28-10-2024 17.4559 17.6109
25-10-2024 17.2208 17.3728
24-10-2024 17.639 17.7944
23-10-2024 17.8346 17.9914
22-10-2024 17.6363 17.7911
21-10-2024 18.3985 18.5597

Fund Launch Date: 05/Jul/2023
Fund Category: Index Fund
Investment Objective: The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 TRI, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund Description: An open-ended fund replicating / tracking the Nifty Microcap 250 Total Return Index
Fund Benchmark: Nifty Microcap 250 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.