Mutual Fund SIP: Indian equity market has given great returns to its investors. Mutual fund investments are also included in this list of equity investments. Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Plan – Equity Small-cap Index Fund has doubled investors’ money in the last two and a half years.
Price increased from Rs 10 to 20.07
As per Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth performance table, the Net Asset Value or NAV price has increased from Rs 10 today (September 6, 2019) to Rs 20.07 today. The fund has registered a growth of more than 100% during this period. 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.
Also read- These shares increased from Rs 49 to ₹ 3,010, 1 lakh of investors became Rs 61 lakh
alpha return for investors
This mutual fund equity small-cap index plan has given alpha returns to its investors since its launch on 6th September 2019. In the last one year, it has given returns of around 26 per cent to its investors. 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 6th September 2019, this Mutual Fund Equity Small-cap Index plan has given returns of over 102 per cent against a category average return of around 32.50 per cent.
Mutual Fund SIP Returns to Investors
For 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 generated an overall return of around 4.70 per cent and 8.85 per cent in the previous one. Received annual return. Whereas in the last two years it has given its investors more than 50 per cent absolute return and about 45 per cent annualized return.
Also read- This share reached from 20 paise to Rs 4, made 1 lakh ₹ 20.75 lakh in just four months
Fund details
Fund Manager: Swapnil P Mayekar
– Expense Ratio: 0.31 percent declared as on 31st December 2021 (category average is 0.27 percent)
– Benchmark: Nifty 50
– Minimum lump sum investment amount: ₹500
– Minimum SIP amount: ₹500
-Lock-in period: No lock-in period.