Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

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Index Funds
Index Funds
Rating N.A.
Plan

34.56 -0.81 (-2.28%) NAV as on 08 Dec, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1018.15
CAGR -12.33%
Exit Load1.00%
Expense ratio1.04%
CategoryIndex Funds
Min Investment500
Min SIP500
Launch Date2019-09-06

Asset Allocation

Holdings As On - 10 December 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Laurus Labs
20.50
2.01%

Radico Khaitan
12.84
1.26%

Karur Vysya Bank
11.98
1.18%

Delhivery
11.66
1.15%

City Union Bank
10.00
0.98%

RBL Bank
9.56
0.94%

Computer Age Management Services Ltd Ordinary Shares
9.50
0.93%

Peer Comparison

Fund Name
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth-12.33%
Motilal Oswal BSE Enhanced Value Index Fund Regular Growth6.05%
Navi Nifty Next 50 Index Fund Regular Growth-7.67%
Nippon India Nifty 50 Value 20 Index Fund Regular Growth-4.51%
SBI Nifty50 Equal Weight Index Fund Regular Growth7.4%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.80
Std Deviation 19.42%
Tracking Error 0.00%

About Fund

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.

The Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has an AUM of 1018.15 crores & has delivered CAGR of 21.81% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.04%. The minimum investment in Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Multi Commodity Exchange Of India, Laurus Labs, Central Depository Services (India) & Radico Khaitan.

The major sectors where the fund is invested are Investment Services, Biotechnology & Drugs, Consumer Financial Services & Construction Services.

Some of the similar funds are Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, Motilal Oswal BSE Enhanced Value Index Fund Regular Growth, Navi Nifty Next 50 Index Fund Regular Growth, Nippon India Nifty 50 Value 20 Index Fund Regular Growth, SBI Nifty50 Equal Weight Index Fund Regular Growth. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 0.80 & a standard deviation of 19.42%.