Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

Very High Risk
Equity
Index Funds

NAV as on May 7, 2025

Price per unit of the scheme.

₹ 15.21231.27%1 Day Change

7.01%

Minimum Investment₹500

Expense Ratio--

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

Equity: Index Funds Average NAV

Topper in Equity: Index Funds

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

Nifty Microcap 250 TR INR

Expense Ratio

Category Avg Expense Ratio

0.24%

Minimum Investment (Lumpsum/SIP)

₹ 500 /₹ 1500

Lock In (Years)

No Lock-in

Fund Size

₹ 1,840.21 Cr(As on Mar, 2025)

Inception Date

Jul 05, 2023

Turnover

- %

Exit Load

1% If redeemed on or before 15 days from the date of allotment. Nil If redeemed after 15 days from the date of allotment

Objective: The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is an Equity - Index Funds fund. The fund was launched inJul 05, 2023. Its risk level is . The NAV of the fund as onMay 07, 2025 is ₹15.21. Its expense ratio is - %. The fund has an AUM of ₹1,840.21 Cr.The fund is managed bySwapnil Mayekar,Dishant Mehta,Rakesh Shetty.
The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Swapnil Mayekar

Lead Fund Manager.

Jul 5, 2023 - Present

Fund Manager Rank--Out of 0
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed13
Total AUM₹ 15,367.05 Cr
Highest Return In 1 Yr14.51 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 14.77

13.45%

Very High Risk

₹837.44Cr

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

₹ 15.98

10.54%

Very High Risk

₹43.14Cr

Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

₹ 23.83

9.57%

Very High Risk

₹760.48Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 14.77
Fund Size₹837.44Cr

Fund Return13.45%

Category Return--

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk--

NAV₹ 15.98
Fund Size₹43.14Cr

Fund Return10.54%

Category Return--

Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk--

NAV₹ 23.83
Fund Size₹760.48Cr

Fund Return9.57%

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Dishant Mehta

Lead Fund Manager.

Oct 15, 2024 - Present

Schemes managed13
Total AUM₹ 15,367.05 Cr
Highest Return In 1 Yr14.51 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 14.77

13.45%

Very High Risk

₹837.44Cr

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

₹ 16.20

8.57%

Very High Risk

₹104.80Cr

Motilal Oswal Nifty Bank Index Fund Direct Growth

₹ 20.11

9.50%

Very High Risk

₹593.54Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 14.77
Fund Size₹837.44Cr

Fund Return13.45%

Category Return--

Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk--

NAV₹ 16.20
Fund Size₹104.80Cr

Fund Return8.57%

Category Return--

Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk--

NAV₹ 20.11
Fund Size₹593.54Cr

Fund Return9.50%

Category Return--

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Rakesh Shetty

Lead Fund Manager.

Dec 20, 2024 - Present

Schemes managed33
Total AUM₹ 80,353.89 Cr
Highest Return In 1 Yr28.39 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 14.77

13.45%

Very High Risk

₹837.44Cr

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

₹ 15.98

10.54%

Very High Risk

₹43.14Cr

Motilal Oswal Large and Midcap Fund Direct Growth

₹ 32.34

11.54%

9.48%

Very High Risk

₹8,712.99Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 14.77
Fund Size₹837.44Cr

Fund Return13.45%

Category Return--

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk--

NAV₹ 15.98
Fund Size₹43.14Cr

Fund Return10.54%

Category Return--

Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

NAV₹ 32.34
Fund Size₹8,712.99Cr

Fund Return11.54%

Category Return9.48%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Apr, 2025

EQUITY (99.88%)

DEBT (-%)

CASH (0.12%)

Allocation by Market Cap

Small Cap(99.74%)

Industry Holdings

Diversified Industrials8.88%
Specialty Chemicals7.07%
Engineering Construction6.37%
Auto Parts5.97%
Banks Regional5.84%
Drug Manufacturers Specialty Generic3.27%

Stock Holdings

LMW Ltd1.63%
Ujjivan Small Finance Bank Ltd Ordinary Shares1.16%
Equitas Small Finance Bank Ltd Ordinary Shares1.13%
Karnataka Bank Ltd1.10%
Reliance Infrastructure Ltd1.08%
Astra Microwave Products Ltd1.04%

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
----
Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
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Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
----
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
----
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
----
Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
----

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.

Alpha: Excess return of the fund over benchmark
i
Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
--
This Fund
VS
--
Category Avg
R-Squared: How well the fund tracks benchmark
i
R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
--
This Fund
VS
--
Category Avg

Beta: Risk of the fund in relation to benchmark
i
Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
--
This Fund
VS
--
Category Avg
Sharpe Ratio: Risk adjusted return of the fund
i
Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
--
This Fund
VS
--
Category Avg

Sortino Ratio: Return per unit of bad risk
i
A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
--
This Fund
VS
--
Category Avg
Standard Devation: Volatility of the fund
i
Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
--
This Fund
VS
--
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,00,967.76 crores. It’s current offering of mutual fund schemes includes 38 equity, 3 debt and 5 hybrid schemes.

Phone

+91 22 39804263

mfservice@motilaloswal.com

AUM

₹ 1,00,967.76 Cr (

As on Mar 31, 2025

)

Address

Motilal Oswal Tower, Mumbai,400 025

FAQ's

What is the category of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The category of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is Equity - Index Funds

What is the current NAV of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The current NAV of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth as on May 07, 2025 is ₹15.21

How safe is Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The risk level of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is Very High.

What are short term returns given by Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The return given by Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth in 1 month is 7.01%, 3 months is -9.48%, 6 months is -17.80%, and 1 year is 1.67%

What are the long term returns given by Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The return given by Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth in 3 years is -- and 5 years is --.

What is the expense ratio of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The expense ratio of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is --

What is the AUM of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The assets under Management (AUM) of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is Rs 1,840.21 crores.

What is the minimum investment in Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth ?

The minimum Lumpsum investment in Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is ₹1,500.00

What is the asset allocation of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth?

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has an exposure of 99.88% in Equity and 0.12% in Cash & Money Market Securities