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Home Mf Research Motilal Oswal Nifty Smallcap 250 Index Fund Regular Plan
MOTILAL OSWAL MUTUAL FUND

Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan

Others Solution Oriented Index
Fund House : MOTILAL OSWAL MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
NAV (as on 2025-06-20)
36.30 0.61%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
1.04%
Expense Ratio (Direct)
0.36%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹982.78
-1.72 %
Two Week 2025-06-05 ₹1,000.00 ₹984.85
-1.51 %
One Month 2025-05-21 ₹1,000.00 ₹1,028.83
2.88 %
Three Months 2025-03-24 ₹3,000.00 ₹3,183.18
6.11 %
Six Months 2024-12-23 ₹6,000.00 ₹6,343.28
5.72 %
One Year 2024-06-20 ₹12,000.00 ₹12,190.59
1.59 %
Three Year 2022-06-21 ₹36,000.00 ₹49,699.99
38.06 %
Five Year 2020-06-22 ₹60,000.00 ₹106,668.14
77.78 %
Since Inception 2019-09-06 ₹71,000.00 ₹145,805.28
105.36 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Multi Commodity Exchange of India Limited - Equity 100.00
Central Depository Services (India) Limited - Equity 200.00
Laurus Labs Limited - Equity 300.00
Crompton Greaves Consumer Electricals Limited - Equity 400.00
Radico Khaitan Limited - Equity 500.00
Computer Age Management Services Limited - Equity 600.00
Cholamandalam Financial Holdings Limited - Equity 700.00
Delhivery Limited - Equity 800.00
Angel One Limited - Equity 900.00
Karur Vysya Bank Limited - Equity 1,000.00
Krishna Institute Of Medical Sciences Limited - Equity 1,100.00
PNB Housing Finance Limited - Equity 1,200.00
Kaynes Technology India Limited - Equity 1,300.00
Reliance Power Limited - Equity 1,400.00
Redington Limited - Equity 1,500.00
Indian Energy Exchange Limited - Equity 1,600.00
Brigade Enterprises Limited - Equity 1,700.00
Navin Fluorine International Limited - Equity 1,800.00
City Union Bank Limited - Equity 1,900.00
Tata Chemicals Limited - Equity 2,000.00
Cohance Lifesciences Limited - Equity 2,100.00
Amber Enterprises India Limited - Equity 2,200.00
Piramal Enterprises Limited - Equity 2,300.00
Five Star Business Finance Limited - Equity 2,400.00
Manappuram Finance Limited - Equity 2,500.00
Inox Wind Limited - Equity 2,600.00
Kalpataru Projects International Limited - Equity 2,700.00
NBCC (India) Limited - Equity 2,800.00
Piramal Pharma Limited - Equity 2,900.00
RBL Bank Limited - Equity 3,000.00
Amara Raja Energy & Mobility Ltd - Equity 3,100.00
Aster DM Healthcare Limited - Equity 3,200.00
KFin Technologies Limited - Equity 3,300.00
The Ramco Cements Limited - Equity 3,400.00
Welspun Corp Limited - Equity 3,500.00
Wockhardt Limited - Equity 3,600.00
Zee Entertainment Enterprises Limited - Equity 3,700.00
JB Chemicals & Pharmaceuticals Limited - Equity 3,800.00
Narayana Hrudayalaya Limited - Equity 3,900.00
Godfrey Phillips India Limited - Equity 4,000.00
Firstsource Solutions Limited - Equity 4,100.00
Poonawalla Fincorp Limited - Equity 4,200.00
Elgi Equipments Limited - Equity 4,300.00
Cyient Limited - Equity 4,400.00
Aditya Birla Real Estate Limited - Equity 4,500.00
Atul Limited - Equity 4,600.00
Sundram Fasteners Limited - Equity 4,700.00
Carborundum Universal Limited - Equity 4,800.00
Timken India Limited - Equity 4,900.00
PG Electroplast Limited - Equity 5,000.00
Himadri Speciality Chemical Limited - Equity 5,100.00
Jyoti CNC Automation Ltd - Equity 5,200.00
Affle 3i Limited - Equity 5,300.00
Gujarat State Petronet Limited - Equity 5,400.00
SKF India Limited - Equity 5,500.00
KEC International Limited - Equity 5,600.00
Nuvama Wealth Management Limited - Equity 5,700.00
Intellect Design Arena Limited - Equity 5,800.00
Aavas Financiers Limited - Equity 5,900.00
Castrol India Limited - Equity 6,000.00
Dr. Lal Path Labs Limited - Equity 6,100.00
CESC Limited - Equity 6,200.00
Authum Investment And Infrastructure Limited - Equity 6,300.00
IIFL Finance Limited - Equity 6,400.00
Aegis Logistics Limited - Equity 6,500.00
Home First Finance Company India Limited - Equity 6,600.00
Deepak Fertilizers and Petrochemicals Corporation Limited - Equity 6,700.00
Neuland Laboratories Limited - Equity 6,800.00
EID Parry India Limited - Equity 6,900.00
Zen Technologies Limited - Equity 7,000.00
Sammaan Capital Limited - Equity 7,100.00
Aarti Industries Limited - Equity 7,200.00
Zensar Technologies Limited - Equity 7,300.00
NCC Limited - Equity 7,400.00
ZF Commercial Vehicle Control Systems India Limited - Equity 7,500.00
PTC Industries Limited - Equity 7,600.00
The Great Eastern Shipping Company Limited - Equity 7,700.00
Jubilant Pharmova Limited - Equity 7,800.00
Garden Reach Shipbuilders & Engineers Limited - Equity 7,900.00
Kajaria Ceramics Limited - Equity 8,000.00
Poly Medicure Limited - Equity 8,200.00
JSW Holdings Limited - Equity 8,100.00
Eris Lifesciences Limited - Equity 8,300.00
Pfizer Limited - Equity 8,400.00
Data Patterns (India) Limited - Equity 8,500.00
Chambal Fertilizers & Chemicals Limited - Equity 8,600.00
Asahi India Glass Limited - Equity 8,700.00
Hindustan Copper Limited - Equity 8,800.00
HFCL Limited - Equity 8,900.00
BEML Limited - Equity 9,000.00
Bata India Limited - Equity 9,100.00
Sonata Software Limited - Equity 9,200.00
CEAT Limited - Equity 9,300.00
Natco Pharma Limited - Equity 9,400.00
Newgen Software Technologies Limited - Equity 9,500.00
Go Digit General Insurance Limited - Equity 9,600.00
Granules India Limited - Equity 9,700.00
Gillette India Limited - Equity 9,800.00
Whirlpool of India Limited - Equity 9,900.00
Anant Raj Limited - Equity 10,000.00
eClerx Services Limited - Equity 10,100.00
Mahanagar Gas Limited - Equity 10,200.00
Kirloskar Oil Engines Limited - Equity 10,300.00
Sapphire Foods India Limited - Equity 10,400.00
Jaiprakash Power Ventures Limited - Equity 10,500.00
Finolex Cables Limited - Equity 10,600.00
EIH Limited - Equity 10,700.00
Bayer Cropscience Limited - Equity 10,800.00
Nava Limited - Equity 10,900.00
Titagarh Rail Systems Limited - Equity 11,000.00
Indiamart Intermesh Limited - Equity 11,100.00
Techno Electric & Engineering Company Limited - Equity 11,200.00
PVR INOX Limited - Equity 11,300.00
Aptus Value Housing Finance India Limited - Equity 11,400.00
PCBL Chemical Limited - Equity 11,500.00
Rainbow Childrens Medicare Limited - Equity 11,600.00
Anand Rathi Wealth Limited - Equity 11,700.00
V-Guard Industries Limited - Equity 11,800.00
Craftsman Automation Limited - Equity 11,900.00
Lemon Tree Hotels Limited - Equity 12,000.00
Balrampur Chini Mills Limited - Equity 12,100.00
HBL Engineering Limited - Equity 12,200.00
Devyani International Limited - Equity 12,300.00
Can Fin Homes Limited - Equity 12,400.00
Triveni Turbine Limited - Equity 12,500.00
Birlasoft Limited - Equity 12,600.00
Chalet Hotels Limited - Equity 12,700.00
Sobha Limited - Equity 12,800.00
Engineers India Limited - Equity 12,900.00
CCL Products (India) Limited - Equity 13,000.00
Sumitomo Chemical India Limited - Equity 13,100.00
Ramkrishna Forgings Limited - Equity 13,200.00
IRCON International Limited - Equity 13,300.00
Finolex Industries Limited - Equity 13,400.00
CreditAccess Grameen Limited - Equity 13,500.00
Swan Energy Limited - Equity 13,600.00
LT Foods Limited - Equity 13,700.00
BASF India Limited - Equity 13,800.00
Praj Industries Limited - Equity 13,900.00
Shyam Metalics and Energy Limited - Equity 14,000.00
Elecon Engineering Company Limited - Equity 14,100.00
Concord Biotech Limited - Equity 14,200.00
Tejas Networks Limited - Equity 14,300.00
Alembic Pharmaceuticals Limited - Equity 14,400.00
Indegene Limited - Equity 14,500.00
Transformers And Rectifiers (India) Limited - Equity 14,600.00
Fertilizers and Chemicals Travancore Limited - Equity 14,700.00
IDBI Bank Limited - Equity 14,800.00
Aditya Birla Sun Life AMC Limited - Equity 14,900.00
Usha Martin Limited - Equity 15,000.00
Jupiter Wagons Limited - Equity 15,100.00
Gravita India Limited - Equity 15,200.00
DCM Shriram Limited - Equity 15,300.00
Jubilant Ingrevia Limited - Equity 15,400.00
JM Financial Limited - Equity 15,500.00
Action Construction Equipment Limited - Equity 15,600.00
Kansai Nerolac Paints Limited - Equity 15,700.00
Vardhman Textiles Limited - Equity 15,800.00
Olectra Greentech Limited - Equity 15,900.00
JK Tyre & Industries Limited - Equity 16,000.00
Brainbees Solutions Ltd - Equity 16,100.00
UTI Asset Management Company Limited - Equity 16,200.00
Jindal Saw Limited - Equity 16,300.00
BLS International Services Limited - Equity 16,400.00
AstraZeneca Pharma India Limited - Equity 16,500.00
Vedant Fashions Limited - Equity 16,600.00
Happiest Minds Technologies Limited - Equity 16,700.00
BIKAJI FOODS INTERNATIONAL LIMITED - Equity 16,800.00
SignatureGlobal (India) Limited - Equity 16,900.00
Century Plyboards (India) Limited - Equity 17,000.00
R R Kabel Limited - Equity 17,100.00
Valor Estate Limited - Equity 17,200.00
Jyothy Labs Limited - Equity 17,300.00
Godawari Power And Ispat limited - Equity 17,400.00
Aadhar Housing Finance Limited - Equity 17,500.00
The Jammu & Kashmir Bank Limited - Equity 17,600.00
Kirloskar Brothers Limited - Equity 17,700.00
Westlife Foodworld Limited - Equity 17,800.00
Vijaya Diagnostic Centre Limited - Equity 17,900.00
Tanla Platforms Limited - Equity 18,000.00
Gujarat Narmada Valley Fertilizers and Chemicals Limited - Equity 18,100.00
Doms Industries Limited - Equity 18,300.00
HEG Limited - Equity 18,200.00
Schneider Electric Infrastructure Limited - Equity 18,400.00
NMDC Steel Limited - Equity 18,500.00
IFCI Limited - Equity 18,600.00
Metropolis Healthcare Limited - Equity 18,700.00
Honasa Consumer Limited - Equity 18,800.00
Caplin Point Laboratories Limited - Equity 18,900.00
Gujarat Pipavav Port Limited - Equity 19,000.00
Afcons Infrastructure Limited - Equity 19,100.00
Minda Corporation Limited - Equity 19,200.00
Welspun Living Limited - Equity 19,300.00
Saregama India Limited - Equity 19,400.00
The India Cements Limited - Equity 19,500.00
Sarda Energy & Minerals Limited - Equity 19,600.00
Blue Dart Express Limited - Equity 19,700.00
Mastek Limited - Equity 19,800.00
Trident Limited - Equity 19,900.00
SBFC Finance Limited - Equity 20,000.00
Capri Global Capital Limited - Equity 20,100.00
Triveni Engineering & Industries Limited - Equity 20,200.00
RITES Limited - Equity 20,300.00
Cera Sanitaryware Limited - Equity 20,400.00
Tata Teleservices (Maharashtra) Limited - Equity 20,500.00
Graphite India Limited - Equity 20,600.00
Sterling And Wilson Renewable Energy Limited - Equity 20,700.00
Sai Life Sciences Limited - Equity 20,800.00
Network18 Media & Investments Limited - Equity 20,900.00
Bombay Burmah Trading Corporation Limited - Equity 21,000.00
Clean Science and Technology Limited - Equity 21,100.00
RailTel Corporation of India Limited - Equity 21,200.00
Shipping Corporation Of India Limited - Equity 21,300.00
TBO Tek Limited - Equity 21,400.00
ITI Limited - Equity 21,500.00
PNC Infratech Limited - Equity 21,600.00
Syrma SGS Technology Limited - Equity 21,700.00
Godrej Agrovet Limited - Equity 21,800.00
Chennai Petroleum Corporation Limited - Equity 21,900.00
Netweb Technologies India Limited - Equity 22,000.00
Alivus Life Sciences Limited - Equity 22,100.00
KNR Constructions Limited - Equity 22,200.00
Latent View Analytics Limited - Equity 22,300.00
Gujarat Mineral Development Corporation Limited - Equity 22,400.00
Niva Bupa Health Insurance Company Limited - Equity 22,500.00
JBM Auto Limited - Equity 22,600.00
Maharashtra Seamless Limited - Equity 22,700.00
RHI Magnesita India Limited - Equity 22,800.00
Raymond Lifestyle Limited - Equity 22,900.00
C.E. Info Systems Limited - Equity 23,000.00
Indian Overseas Bank - Equity 23,100.00
Alkyl Amines Chemicals Limited - Equity 23,200.00
Inox India Limited - Equity 23,300.00
Emcure Pharmaceuticals Limited - Equity 23,400.00
Shree Renuka Sugars Limited - Equity 23,500.00
Inventurus Knowledge Solutions Limited - Equity 23,600.00
Alok Industries Limited - Equity 23,700.00
Central Bank of India - Equity 23,800.00
Campus Activewear Limited - Equity 23,900.00
International Gemmological Institute India Ltd - Equity 24,000.00
Sagility India Limited - Equity 24,100.00
Raymond Limited - Equity 24,200.00
Rashtriya Chemicals and Fertilizers Limited - Equity 24,300.00
Acme Solar Holdings Ltd - Equity 24,400.00
Just Dial Limited - Equity 24,500.00
UCO Bank - Equity 24,600.00
RattanIndia Enterprises Limited - Equity 24,700.00
Akums Drugs and Pharmaceuticals Limited - Equity 24,800.00
Route Mobile Limited - Equity 24,900.00
MMTC Limited - Equity 25,000.00
Raymond Realty Limited - - 100.00
Collateralized Borrowing & Lending Obligation - Debt 100.00
CCL Products (India) Limited - Equity 100.00
Styrenix Performance Materials Limited - Equity 200.00
Shaily Engineering Plastics Limited - Equity 300.00
Karur Vysya Bank Limited - Equity 400.00
Dr Agarwals Health Care Limited - Equity 500.00
V-Guard Industries Limited - Equity 600.00
Campus Activewear Limited - Equity 700.00
Triveni Turbine Limited - Equity 800.00
V-Mart Retail Limited - Equity 900.00
Rainbow Childrens Medicare Limited - Equity 1,000.00
V2 Retail Limited - Equity 1,100.00
Apar Industries Limited - Equity 1,200.00
VA Tech Wabag Limited - Equity 1,300.00
Gokaldas Exports Limited - Equity 1,400.00
Cholamandalam Financial Holdings Limited - Equity 1,500.00
Indus Towers Limited - Equity 1,600.00
Vijaya Diagnostic Centre Limited - Equity 1,700.00
Sky Gold And Diamonds Limited - Equity 1,800.00
Chalet Hotels Limited - Equity 1,900.00
Pricol Limited - Equity 2,000.00
GE Vernova T&D India Limited - Equity 2,100.00
Transformers And Rectifiers (India) Limited - Equity 2,200.00
Multi Commodity Exchange of India Limited - Equity 2,300.00
eClerx Services Limited - Equity 2,400.00
Five Star Business Finance Limited - Equity 2,500.00
Pitti Engineering Limited - Equity 2,600.00
KEI Industries Limited - Equity 2,700.00
Bharat Electronics Limited - Equity 2,800.00
Varroc Engineering Limited - Equity 2,900.00
Hitachi Energy India Limited - Equity 3,000.00
Deepak Fertilizers and Petrochemicals Corporation Limited - Equity 3,100.00
Aditya Birla Real Estate Limited - Equity 3,200.00
Sagility India Limited - Equity 3,300.00
Kaynes Technology India Limited - Equity 3,400.00
Rossari Biotech Limited - Equity 3,500.00
P N Gadgil Jewellers Limited - Equity 3,600.00
Godrej Agrovet Limited - Equity 3,700.00
Central Depository Services (India) Limited - Equity 3,800.00
KEC International Limited - Equity 3,900.00
Gufic Biosciences Limited - Equity 4,000.00
Mphasis Limited - Equity 4,100.00
Carraro India Limited - Equity 4,200.00
Premier Energies Limited - Equity 4,300.00
Cholamandalam Investment and Finance Company Ltd - Equity 4,400.00
Inox Wind Limited - Equity 4,500.00
Aegis Vopak Terminals Limited - - 100.00
Siemens Energy India Limited - - 100.00
Inox Wind Limited June 2025 Future - Debt 100.00
Collateralized Borrowing & Lending Obligation - Debt 100.00
Risk Ratios
Standard Deviation
-
Beta
1.0
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
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
  • Fund manager(s) : Mr. Swapnil Mayekar (13 years), Mr. Rakesh Shetty (more than 14 years), Mr. Niket Shah (15 years), Mr. Ajay Khandelwal (18 years), Mr. Rakesh Shetty (14 years), Mr. Sunil Sawant (),
  • Expense ration regular : 1.04
  • Expense ration direct : 0.36
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : others
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.

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