Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹1,299.09 Cr
Expense Ratio
1.12%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
6 Sep 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.58% | -- |
| 3 Months | -1.95% | -- |
| 6 Months | +19.64% | -- |
| 1 Year | +3.14% | +3.14% |
| 2 Years | -- | -1.48% |
| 3 Years | +41.96% | +12.39% |
| 5 Years | +79.46% | +12.41% |
| Since Launch | +276.63% | +20.6% |
Holdings as on 6 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Sona Blw Precision Forgings | 21.41 | 1.65 |
| Ather Energy | 19.36 | 1.49 |
| Karur Vysya Bank | 19.29 | 1.48 |
| Navin Fluorine International | 18.76 | 1.44 |
| Welspun Corp | 18.40 | 1.42 |
| Piramal Finance | 16.27 | 1.25 |
| Delhivery | 15.01 | 1.15 |
| HFCL | 14.98 | 1.15 |
| Central Depository Services (India) | 14.68 | 1.13 |
| RBL Bank | 13.81 | 1.06 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.46
Sharpe Ratio
21.77%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Nifty Next 50 Index Fund Regular Growth | +1.52% | +15.79% | +10.02% |
| Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth | +3.14% | +12.39% | +12.41% |
| SBI Nifty Midcap 150 Index Fund Regular Growth | +1.57% | +12.92% | -- |
| ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth | +1.28% | +12.7% | -- |
| Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth | +2.79% | -- | -- |
Results are calculated on CAGR basis
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 1299.09 crores & has delivered CAGR of 12.41 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.12%. 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 fund has a present cash holding of %. The top holdings of the fund include Sona Blw Precision Forgings, Ather Energy, Karur Vysya Bank, Navin Fluorine International.
The major sectors where the fund is invested are Consumer Financial Services, Chemical Manufacturing, Biotechnology & Drugs, Investment Services.
Some of the similar funds are Kotak Nifty Next 50 Index Fund Regular Growth, Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, SBI Nifty Midcap 150 Index Fund Regular Growth, ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth, Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 0.46 & a standard deviation of 21.77%.
FAQs
According to the morning star rating Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has a High risk & Exceptional return.
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is 1.12%.
The 5 year annualized return on Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is 12.41% & it has generated 3.14% in the last 1 year.
The minimum investment in Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has an AUM of 1299.09 crores.
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