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.
However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Minimum Investment 500.0
Minimum Top-up 0.0
Investment Returns
Since Launch in Mar 19, 2024
9.06
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
0.35%
Volatility
0.0 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.