Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk
Equity
Index Funds

NAV as on Jun 13, 2025

Price per unit of the scheme.

₹ 38.4320-0.38%1 Day Change

8.86%

Minimum Investment₹500

Expense Ratio0.36%

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 Smallcap 250 Index Fund Direct 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 Smallcap 250 Index Fund Direct Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

IISL Nifty Smallcap 250 TR INR

Expense Ratio

0.36%

Category Avg Expense Ratio

0.24%

Minimum Investment (Lumpsum/SIP)

₹ 500 /₹ 1500

Lock In (Years)

No Lock-in

Fund Size

₹ 822.30 Cr(As on Apr, 2025)

Inception Date

Sep 06, 2019

Turnover

60.00 %

Exit Load

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

Objective: The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 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 Smallcap 250 Index Fund Direct Growth is an Equity - Index Funds fund. The fund was launched inSep 06, 2019. Its risk level is . The NAV of the fund as onJun 13, 2025 is ₹38.43. Its expense ratio is 0.36 %. The fund has an AUM of ₹822.30 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.

Sep 6, 2019 - 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 managed16
Total AUM₹ 15,889.08 Cr
Highest Return In 1 Yr31.49 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 15.54

3.51%

Very High Risk

₹851.50Cr

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

₹ 16.99

3.98%

Very High Risk

₹48.35Cr

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

₹ 24.84

3.18%

Very High Risk

₹814.92Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 15.54
Fund Size₹851.50Cr

Fund Return3.51%

Category Return--

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk--

NAV₹ 16.99
Fund Size₹48.35Cr

Fund Return3.98%

Category Return--

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

Very High Risk--

NAV₹ 24.84
Fund Size₹814.92Cr

Fund Return3.18%

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₹ 15,467.10 Cr
Highest Return In 1 Yr14.92 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 15.54

3.51%

Very High Risk

₹851.50Cr

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

₹ 16.47

1.08%

Very High Risk

₹109.68Cr

Motilal Oswal Nifty Bank Index Fund Direct Growth

₹ 20.47

1.22%

Very High Risk

₹633.68Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 15.54
Fund Size₹851.50Cr

Fund Return3.51%

Category Return--

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

Very High Risk--

NAV₹ 16.47
Fund Size₹109.68Cr

Fund Return1.08%

Category Return--

Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk--

NAV₹ 20.47
Fund Size₹633.68Cr

Fund Return1.22%

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₹ 82,977.30 Cr
Highest Return In 1 Yr31.49 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

₹ 15.54

3.51%

Very High Risk

₹851.50Cr

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

₹ 16.99

3.98%

Very High Risk

₹48.35Cr

Motilal Oswal Large and Midcap Fund Direct Growth

₹ 36.09

8.02%

3.80%

Very High Risk

₹9,176.39Cr

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk--

NAV₹ 15.54
Fund Size₹851.50Cr

Fund Return3.51%

Category Return--

Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk--

NAV₹ 16.99
Fund Size₹48.35Cr

Fund Return3.98%

Category Return--

Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

NAV₹ 36.09
Fund Size₹9,176.39Cr

Fund Return8.02%

Category Return3.80%

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

DETAILED PORTFOLIO

As on May, 2025

EQUITY (99.93%)

DEBT (-%)

CASH (0.07%)

Allocation by Market Cap

Large Cap(0.14%)

Mid Cap(1.78%)

Small Cap(97.83%)

Industry Holdings

Drug Manufacturers Specialty Generic7.33%
Information Technology Services4.55%
Engineering Construction4.51%
Credit Services4.45%
Diversified Industrials4.17%
Capital Markets3.96%

Stock Holdings

Multi Commodity Exchange of India Ltd1.77%
Central Depository Services (India) Ltd1.43%
Laurus Labs Ltd1.25%
Crompton Greaves Consumer Electricals Ltd1.19%
Radico Khaitan Ltd1.04%
Computer Age Management Services Ltd Ordinary Shares1.00%

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
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.
0.90
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.
1.49
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.
19.97
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 ₹ 1,04,921.89 crores. It’s current offering of mutual fund schemes includes 40 equity, 3 debt and 5 hybrid schemes.

Phone

+91 22 39804263

mfservice@motilaloswal.com

AUM

₹ 1,04,921.89 Cr (

As on Apr 30, 2025

)

Address

Motilal Oswal Tower, Mumbai,400 025

FAQ's

What is the category of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

The category of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is Equity - Index Funds

What is the current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

The current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth as on Jun 13, 2025 is ₹38.43

How safe is Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

The risk level of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is Very High.

What are short term returns given by Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

The return given by Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth in 1 month is 8.86%, 3 months is 22.25%, 6 months is -5.63%, and 1 year is 3.24%

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

The return given by Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth in 3 years is 28.23% and 5 years is 34.60%.

What is the expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

The expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is 0.36%

What is the AUM of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

The assets under Management (AUM) of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is Rs 822.30 crores.

What is the minimum investment in Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth ?

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

What is the asset allocation of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has an exposure of 99.93% in Equity and 0.07% in Cash & Money Market Securities