myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Smallcap

Opening:

5th December 2023

Closing:

19th December 2023

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV If redeemed on or before 15 days from the date of allotment.

Fund Stats

Objective:

To generate capital appreciation by investing predominantly in Small Cap stocks.

Benchmark:

NIFTY Smallcap 100

Fund Manager:

Ajay Khandelwal, Niket Shah, Rakesh Shetty, Ankush Sood

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

ICICI Prudential Smallcap Fund	19.63(6M)	37.52(1Y)
Mahindra Manulife Small Cap Fund	33.79(6M)	57.98(1Y)

Fund Prognosis

Idea Distiller

The segment which has seen a 40 percent index growth in the past year is definitely easy to sell.

Fund House AAUM:
Rs. 3921026.91 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 14 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Problem with the fund is the huge competition and a segment that has done fabulously over the last 2 years. How long can the party last?

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