myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Nifty Smallcap 250 ETF

Opening:

13th March 2024

Closing:

15th March 2024

Minimum Investment:

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

Plan:

Not Applicable

Options:

Not Applicable

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the scheme is to provide total returns that, before expenses, closely correspond to the total returns of the securities as represented by Nifty Smallcap 250 Index, subject to tracking error.

Benchmark:

NIFTY Smallcap 100

Fund Manager:

Swapnil Mayekar, Rakesh Shetty

Asset Allocation

95-100% Constituents of Nifty Smallcap 250 Index upto 5% Money Market

Nil Debt Nil Others

Comparable existing schemes

HDFC Nifty Smallcap 250 ETF	12.88(6M)	56.60(1Y)
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

An ETF in a difficult situation works very well for some. The small cap is seeing corrections but when it turns, watch for fireworks.

Fund House AAUM:
Rs 4240668.47 Lakhs(as on 31st December 2023)
Fund Manager:
Combined experience of above 14 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

More than the oomph, I think it is the familiarity with the segment's risk-return trade off that is important.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028