Home Mf Research Motilal Oswal Nifty Smallcap 250 Index Fund Regular Plan

Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan

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  • 6M
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  • 5Y
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Fund info
NAV (as on 2025-07-18)
38.42 -0.66%
AUM (Fund Size)
252
Expense Ratio
1.04%
Exit load
N/A
Risk
N/A
AMC
MOTILAL OSWAL MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,015.01
1.50 %
Two Week 2025-07-03 ₹1,000.00 ₹1,008.56
0.86 %
One Month 2025-06-18 ₹1,000.00 ₹1,044.43
4.44 %
Three Months 2025-04-21 ₹3,000.00 ₹3,283.18
9.44 %
Six Months 2025-01-20 ₹6,000.00 ₹6,756.73
12.61 %
One Year 2024-07-18 ₹12,000.00 ₹12,869.64
7.25 %
Three Year 2022-07-19 ₹36,000.00 ₹51,496.64
43.05 %
Five Year 2020-07-20 ₹60,000.00 ₹109,596.32
82.66 %
Since Inception 2019-09-06 ₹72,000.00 ₹155,339.80
115.75 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 12109%
Debt 300%
Others 300%

Sectors Holding in Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan

Other
12709%

Companies Holding in Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan

Multi Commodity Exchange Of India Limited
100.00%
Central Depository Services (India) Limited
200.00%
Laurus Labs Limited
300.00%
Crompton Greaves Consumer Electricals Limited
400.00%
Radico Khaitan Limited
500.00%
Computer Age Management Services Limited
600.00%
Cholamandalam Financial Holdings Limited
700.00%
Delhivery Limited
800.00%
Angel One Limited
900.00%
Karur Vysya Bank Limited
1,000.00%
Krishna Institute Of Medical Sciences Limited
1,100.00%
PNB Housing Finance Limited
1,200.00%
Kaynes Technology India Limited
1,300.00%
Reliance Power Limited
1,400.00%
Redington Limited
1,500.00%
Indian Energy Exchange Limited
1,600.00%
Brigade Enterprises Limited
1,700.00%
Navin Fluorine International Limited
1,800.00%
City Union Bank Limited
1,900.00%
Tata Chemicals Limited
2,000.00%
Cohance Lifesciences Limited
2,100.00%
Amber Enterprises India Limited
2,200.00%
Piramal Enterprises Limited
2,300.00%
Five Star Business Finance Limited
2,400.00%
Manappuram Finance Limited
2,500.00%
Inox Wind Limited
2,600.00%
Kalpataru Projects International Limited
2,700.00%
NBCC (India) Limited
2,800.00%
Piramal Pharma Limited
2,900.00%
RBL Bank Limited
3,000.00%
Amara Raja Energy & Mobility Ltd
3,100.00%
Aster DM Healthcare Limited
3,200.00%
KFin Technologies Limited
3,300.00%
The Ramco Cements Limited
3,400.00%
Welspun Corp Limited
3,500.00%
Wockhardt Limited
3,600.00%
Zee Entertainment Enterprises Limited
3,700.00%
JB Chemicals & Pharmaceuticals Limited
3,800.00%
Narayana Hrudayalaya Limited
3,900.00%
Godfrey Phillips India Limited
4,000.00%
Firstsource Solutions Limited
4,100.00%
Poonawalla Fincorp Limited
4,200.00%
Elgi Equipments Limited
4,300.00%
Cyient Limited
4,400.00%
Aditya Birla Real Estate Limited
4,500.00%
Atul Limited
4,600.00%
Sundram Fasteners Limited
4,700.00%
Carborundum Universal Limited
4,800.00%
Timken India Limited
4,900.00%
PG Electroplast Limited
5,000.00%
Himadri Speciality Chemical Limited
5,100.00%
Jyoti CNC Automation Ltd
5,200.00%
Affle 3i Limited
5,300.00%
Gujarat State Petronet Limited
5,400.00%
SKF India Limited
5,500.00%
KEC International Limited
5,600.00%
Nuvama Wealth Management Limited
5,700.00%
Intellect Design Arena Limited
5,800.00%
Aavas Financiers Limited
5,900.00%
Castrol India Limited
6,000.00%
Dr. Lal Path Labs Limited
6,100.00%
CESC Limited
6,200.00%
Authum Investment And Infrastructure Limited
6,300.00%
IIFL Finance Limited
6,400.00%
Aegis Logistics Limited
6,500.00%
Home First Finance Company India Limited
6,600.00%
Deepak Fertilizers And Petrochemicals Corporation Limited
6,700.00%
Neuland Laboratories Limited
6,800.00%
EID Parry India Limited
6,900.00%
Zen Technologies Limited
7,000.00%
Sammaan Capital Limited
7,100.00%
Aarti Industries Limited
7,200.00%
Zensar Technologies Limited
7,300.00%
NCC Limited
7,400.00%
ZF Commercial Vehicle Control Systems India Limited
7,500.00%
PTC Industries Limited
7,600.00%
The Great Eastern Shipping Company Limited
7,700.00%
Jubilant Pharmova Limited
7,800.00%
Garden Reach Shipbuilders & Engineers Limited
7,900.00%
Kajaria Ceramics Limited
8,000.00%
Poly Medicure Limited
8,200.00%
JSW Holdings Limited
8,100.00%
Eris Lifesciences Limited
8,300.00%
Pfizer Limited
8,400.00%
Data Patterns (India) Limited
8,500.00%
Chambal Fertilizers & Chemicals Limited
8,600.00%
Asahi India Glass Limited
8,700.00%
Hindustan Copper Limited
8,800.00%
HFCL Limited
8,900.00%
BEML Limited
9,000.00%
Bata India Limited
9,100.00%
Sonata Software Limited
9,200.00%
CEAT Limited
9,300.00%
Natco Pharma Limited
9,400.00%
Newgen Software Technologies Limited
9,500.00%
Go Digit General Insurance Limited
9,600.00%
Granules India Limited
9,700.00%
Gillette India Limited
9,800.00%
Whirlpool Of India Limited
9,900.00%
Anant Raj Limited
10,000.00%
EClerx Services Limited
10,100.00%
Mahanagar Gas Limited
10,200.00%
Kirloskar Oil Engines Limited
10,300.00%
Sapphire Foods India Limited
10,400.00%
Jaiprakash Power Ventures Limited
10,500.00%
Finolex Cables Limited
10,600.00%
EIH Limited
10,700.00%
Bayer Cropscience Limited
10,800.00%
Nava Limited
10,900.00%
Titagarh Rail Systems Limited
11,000.00%
Indiamart Intermesh Limited
11,100.00%
Techno Electric & Engineering Company Limited
11,200.00%
PVR INOX Limited
11,300.00%
Aptus Value Housing Finance India Limited
11,400.00%
PCBL Chemical Limited
11,500.00%
Rainbow Childrens Medicare Limited
11,600.00%
Anand Rathi Wealth Limited
11,700.00%
V-Guard Industries Limited
11,800.00%
Craftsman Automation Limited
11,900.00%
Lemon Tree Hotels Limited
12,000.00%
Balrampur Chini Mills Limited
12,100.00%
HBL Engineering Limited
12,200.00%
Devyani International Limited
12,300.00%
Can Fin Homes Limited
12,400.00%
Triveni Turbine Limited
12,500.00%
Birlasoft Limited
12,600.00%
Chalet Hotels Limited
12,700.00%
Sobha Limited
12,800.00%
Engineers India Limited
12,900.00%
CCL Products (India) Limited
13,000.00%
Sumitomo Chemical India Limited
13,100.00%
Ramkrishna Forgings Limited
13,200.00%
IRCON International Limited
13,300.00%
Finolex Industries Limited
13,400.00%
CreditAccess Grameen Limited
13,500.00%
Swan Energy Limited
13,600.00%
LT Foods Limited
13,700.00%
BASF India Limited
13,800.00%
Praj Industries Limited
13,900.00%
Shyam Metalics And Energy Limited
14,000.00%
Elecon Engineering Company Limited
14,100.00%
Concord Biotech Limited
14,200.00%
Tejas Networks Limited
14,300.00%
Alembic Pharmaceuticals Limited
14,400.00%
Indegene Limited
14,500.00%
Transformers And Rectifiers (India) Limited
14,600.00%
Fertilizers And Chemicals Travancore Limited
14,700.00%
IDBI Bank Limited
14,800.00%
Aditya Birla Sun Life AMC Limited
14,900.00%
Usha Martin Limited
15,000.00%
Jupiter Wagons Limited
15,100.00%
Gravita India Limited
15,200.00%
DCM Shriram Limited
15,300.00%
Jubilant Ingrevia Limited
15,400.00%
JM Financial Limited
15,500.00%
Action Construction Equipment Limited
15,600.00%
Kansai Nerolac Paints Limited
15,700.00%
Vardhman Textiles Limited
15,800.00%
Olectra Greentech Limited
15,900.00%
JK Tyre & Industries Limited
16,000.00%
Brainbees Solutions Ltd
16,100.00%
UTI Asset Management Company Limited
16,200.00%
Jindal Saw Limited
16,300.00%
BLS International Services Limited
16,400.00%
AstraZeneca Pharma India Limited
16,500.00%
Vedant Fashions Limited
16,600.00%
Happiest Minds Technologies Limited
16,700.00%
BIKAJI FOODS INTERNATIONAL LIMITED
16,800.00%
SignatureGlobal (India) Limited
16,900.00%
Century Plyboards (India) Limited
17,000.00%
R R Kabel Limited
17,100.00%
Valor Estate Limited
17,200.00%
Jyothy Labs Limited
17,300.00%
Godawari Power And Ispat Limited
17,400.00%
Aadhar Housing Finance Limited
17,500.00%
The Jammu & Kashmir Bank Limited
17,600.00%
Kirloskar Brothers Limited
17,700.00%
Westlife Foodworld Limited
17,800.00%
Vijaya Diagnostic Centre Limited
17,900.00%
Tanla Platforms Limited
18,000.00%
Gujarat Narmada Valley Fertilizers And Chemicals Limited
18,100.00%
Doms Industries Limited
18,300.00%
HEG Limited
18,200.00%
Schneider Electric Infrastructure Limited
18,400.00%
NMDC Steel Limited
18,500.00%
IFCI Limited
18,600.00%
Metropolis Healthcare Limited
18,700.00%
Honasa Consumer Limited
18,800.00%
Caplin Point Laboratories Limited
18,900.00%
Gujarat Pipavav Port Limited
19,000.00%
Afcons Infrastructure Limited
19,100.00%
Minda Corporation Limited
19,200.00%
Welspun Living Limited
19,300.00%
Saregama India Limited
19,400.00%
The India Cements Limited
19,500.00%
Sarda Energy & Minerals Limited
19,600.00%
Blue Dart Express Limited
19,700.00%
Mastek Limited
19,800.00%
Trident Limited
19,900.00%
SBFC Finance Limited
20,000.00%
Capri Global Capital Limited
20,100.00%
Triveni Engineering & Industries Limited
20,200.00%
RITES Limited
20,300.00%
Cera Sanitaryware Limited
20,400.00%
Tata Teleservices (Maharashtra) Limited
20,500.00%
Graphite India Limited
20,600.00%
Sterling And Wilson Renewable Energy Limited
20,700.00%
Sai Life Sciences Limited
20,800.00%
Network18 Media & Investments Limited
20,900.00%
Bombay Burmah Trading Corporation Limited
21,000.00%
Clean Science And Technology Limited
21,100.00%
RailTel Corporation Of India Limited
21,200.00%
Shipping Corporation Of India Limited
21,300.00%
TBO Tek Limited
21,400.00%
ITI Limited
21,500.00%
PNC Infratech Limited
21,600.00%
Syrma SGS Technology Limited
21,700.00%
Godrej Agrovet Limited
21,800.00%
Chennai Petroleum Corporation Limited
21,900.00%
Netweb Technologies India Limited
22,000.00%
Alivus Life Sciences Limited
22,100.00%
KNR Constructions Limited
22,200.00%
Latent View Analytics Limited
22,300.00%
Gujarat Mineral Development Corporation Limited
22,400.00%
Niva Bupa Health Insurance Company Limited
22,500.00%
JBM Auto Limited
22,600.00%
Maharashtra Seamless Limited
22,700.00%
RHI Magnesita India Limited
22,800.00%
Raymond Lifestyle Limited
22,900.00%
C.E. Info Systems Limited
23,000.00%
Indian Overseas Bank
23,100.00%
Alkyl Amines Chemicals Limited
23,200.00%
Inox India Limited
23,300.00%
Emcure Pharmaceuticals Limited
23,400.00%
Shree Renuka Sugars Limited
23,500.00%
Inventurus Knowledge Solutions Limited
23,600.00%
Alok Industries Limited
23,700.00%
Central Bank Of India
23,800.00%
Campus Activewear Limited
23,900.00%
International Gemmological Institute India Ltd
24,000.00%
Sagility India Limited
24,100.00%
Raymond Limited
24,200.00%
Rashtriya Chemicals And Fertilizers Limited
24,300.00%
Acme Solar Holdings Ltd
24,400.00%
Just Dial Limited
24,500.00%
UCO Bank
24,600.00%
RattanIndia Enterprises Limited
24,700.00%
Akums Drugs And Pharmaceuticals Limited
24,800.00%
Route Mobile Limited
24,900.00%
MMTC Limited
25,000.00%
Raymond Realty Limited
100.00%
Collateralized Borrowing & Lending Obligation
100.00%
CCL Products (India) Limited
100.00%
Styrenix Performance Materials Limited
200.00%
Shaily Engineering Plastics Limited
300.00%
Karur Vysya Bank Limited
400.00%
Dr Agarwals Health Care Limited
500.00%
V-Guard Industries Limited
600.00%
Campus Activewear Limited
700.00%
Triveni Turbine Limited
800.00%
V-Mart Retail Limited
900.00%
Rainbow Childrens Medicare Limited
1,000.00%
V2 Retail Limited
1,100.00%
Apar Industries Limited
1,200.00%
VA Tech Wabag Limited
1,300.00%
Gokaldas Exports Limited
1,400.00%
Cholamandalam Financial Holdings Limited
1,500.00%
Indus Towers Limited
1,600.00%
Vijaya Diagnostic Centre Limited
1,700.00%
Sky Gold And Diamonds Limited
1,800.00%
Chalet Hotels Limited
1,900.00%
Pricol Limited
2,000.00%
GE Vernova T&D India Limited
2,100.00%
Transformers And Rectifiers (India) Limited
2,200.00%
Multi Commodity Exchange Of India Limited
2,300.00%
EClerx Services Limited
2,400.00%
Five Star Business Finance Limited
2,500.00%
Pitti Engineering Limited
2,600.00%
KEI Industries Limited
2,700.00%
Bharat Electronics Limited
2,800.00%
Varroc Engineering Limited
2,900.00%
Hitachi Energy India Limited
3,000.00%
Deepak Fertilizers And Petrochemicals Corporation Limited
3,100.00%
Aditya Birla Real Estate Limited
3,200.00%
Sagility India Limited
3,300.00%
Kaynes Technology India Limited
3,400.00%
Rossari Biotech Limited
3,500.00%
P N Gadgil Jewellers Limited
3,600.00%
Godrej Agrovet Limited
3,700.00%
Central Depository Services (India) Limited
3,800.00%
KEC International Limited
3,900.00%
Gufic Biosciences Limited
4,000.00%
Mphasis Limited
4,100.00%
Carraro India Limited
4,200.00%
Premier Energies Limited
4,300.00%
Cholamandalam Investment And Finance Company Ltd
4,400.00%
Inox Wind Limited
4,500.00%
Aegis Vopak Terminals Limited
100.00%
Siemens Energy India Limited
100.00%
Inox Wind Limited June 2025 Future
100.00%
Collateralized Borrowing & Lending Obligation
100.00%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.04
Expense Ratio Direct
0.33
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Swapnil Mayekar
13 years Experience
Mr. Rakesh Shetty
more than 14 years Experience
Mr. Niket Shah
15 years Experience
Mr. Ajay Khandelwal
18 years Experience
Mr. Rakesh Shetty
14 years Experience
Mr. Sunil Sawant
Experience

FAQs

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