mutual funds: Despite the heat of the global economy high inflation and pressure related to COVID-19, the Indian equity market has delivered great returns to its investors. Mutual fund investments are also included in this list of equity investments. In the last two and a half years, Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Plan – an equity small-cap index fund, has more than doubled its investors’ money in this period.
As per Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Performance table, Net Asset Value or NAV has grown by price from 10 (September 6, 2019) 20.07 today, registering a growth of over 100 percent in this time frame. So, if an investor had invested a lump sum amount at the time of inception of this small-cap index plan, his money would have doubled in this period.
alpha return for investors
This Mutual Fund Equity Small-cap Index plan since its inception on 6th September 2019 has been generating alpha returns for its investors. In the past one year, it has generated nearly 26 per cent absolute returns for its investors, compared to the category average returns over the period. at 12.20 percent. However, in the last two years, this mutual fund plan is one of the highest paying plans in its category. In the last one year, it has given an absolute return of 105.75 per cent against the category average return of about 43.50 per cent. Since its inception on 6th September 2019, this Mutual Fund Equity Small-Cap Index plan has generated absolute returns of over 102 per cent against a category average return of around 32.50 per cent.
Returns for Mutual Fund SIP Investors
For those mutual fund investors who had invested in Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Plan in Systematic Investment Plan (SIP) mode, this equity small-cap index plan has delivered around 4.70 per cent absolute returns in the previous one and 8.85 per cent annualized. return is generated. year while in the last two years it has given its investors more than 50 per cent absolute return and about 45 per cent annual return.
Here we list down the important details of this mutual fund scheme:
– Fund Manager: Swapnil P Mayekar;
– Expense Ratio: 0.31 percent as announced on 31 December 2021 (category average is 0.27 percent);
– Benchmark: Nifty 50;
– Minimum lump sum investment amount: 500;
– Minimum SIP amount: 500; And
– Lock-in period: No lock-in period.
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