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Motilal Oswal Nifty MidSmall India Consumption Index Fund

Growth
10.690.04% (+0.00)

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Motilal Oswal Nifty MidSmall India Consumption Index Fund

Growth
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 8 Cr
Very High RiskPrinciple investment will be at very high risk
10.690.04% (+0.00)

Price Chart

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Returns
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Max
SIP
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1M
6M
1Y
3Y
5Y
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EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 8 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5071.174.83
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5842.780.32

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
1% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty MidSmall India Consumption - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Nifty MidSmall India Consumption Index Fund———
UTI Nifty 50 Index Fund12.15%12.79%13.19%
HDFC Nifty 50 Index Fund12.10%12.76%13.32%
ICICI Pru Nifty 50 Index Fund12.09%12.75%13.26%

Price Comparison

Compare Motilal Oswal Nifty MidSmall India Consumption Index Fund with any MF, ETF, stock or index
Compare Motilal Oswal Nifty MidSmall India Consumption Index Fund with any MF, ETF, stock or index
Motilal Oswal Nifty MidSmall India Consumption Index Fund
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Asset Allocation

Actual

Target

Nov 2024

ACTUAL
Cash & EquivalentsEquity0.72%99.28%

Nov 2024

Tickertape Separator

Sector Distribution

+10 moreHotels, Resorts & Cruise LinesPharmaceuticalsLabs & Life Sciences ServicesReal EstateHome Electronics & Appliances36.66 %8.36 %10.65 %12.86 %13.73 %17.74 %

Nov 2024

Tickertape Separator

Sector Weightage

Aug 23Nov 23Feb 24May 24Aug 24Nov 24N/AN/AN/AN/AN/A17.74%
Home Electronics & Appliances as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Max Healthcare Institute Ltd
    MAXHEALTH
    3M change : 8.74 %

    Holdings

    8.74 %

    8.74 %
  • Indian Hotels Company Ltd
    INDHOTEL
    3M change : 8.36 %

    Holdings

    8.36 %

    8.36 %
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 7.15 %

    Holdings

    7.15 %

    7.15 %

AMC Profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    42

  • Total AUM

    ₹ 83,837.78 Cr.

Fund Manager Profile

Swapnil P Mayekar

AUM:  ₹18,292.66 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Rakesh Shetty

AUM:  ₹69,423.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

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