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

Mutual Fund Research

Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,007.57 +0.76%
Two Week 2026-10-19 ₹1,000.00 ₹978.49 -2.15%
One Month 2026-10-05 ₹1,000.00 ₹965.99 -3.40%
Three Months 2026-08-05 ₹3,000.00 ₹2,817.57 -6.08%
Six Months 2026-05-07 ₹6,000.00 ₹5,756.48 -4.06%
One Year 2025-11-03 ₹12,000.00 ₹12,185.44 +1.55%
Three Year 2023-11-06 ₹36,000.00 ₹37,520.64 +4.22%
Five Year 2021-11-08 ₹60,000.00 ₹79,408.45 +32.35%
Since Inception 2019-09-06 ₹88,000.00 ₹163,265.51 +85.53%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Industrial Products 8.62%
Auto Components 8.42%
Pharmaceuticals & Biotechnology 7.75%
Finance 7.61%
Chemicals & Petrochemicals 5.73%
Capital Markets 5.38%
Banks 5.11%
Electrical Equipment 3.33%
Construction 3.20%
Industrial Manufacturing 2.90%
Consumer Durables 2.81%
IT - Services 2.78%
Healthcare Services 2.50%
Power 2.34%
Automobiles 2.17%
Commercial Services & Supplies 2.05%
Transport Services 2.01%
Personal Products 1.82%
IT - Software 1.68%
Realty 1.53%
Gas 1.51%
Telecom - Equipment & Accessories 1.48%
Agricultural Food & Other Products 1.35%
Telecom - Services 1.22%
Retailing 1.21%
Aerospace & Defense 1.20%
Cement & Cement Products 1.20%
Other 1.15%
Leisure Services 1.13%
Entertainment 1.12%
Insurance 0.98%
Petroleum Products 0.87%
Fertilizers & Agrochemicals 0.81%
Textiles & Apparels 0.69%
Food Products 0.67%
Ferrous Metals 0.67%
Agricultural, Commercial & Construction Vehicles 0.57%
Oil 0.44%
Financial Technology (Fintech) 0.43%
Minerals & Mining 0.40%
Other Consumer Services 0.33%
Healthcare Equipment & Supplies 0.29%
Household Products 0.21%
Beverages 0.17%
Diversified Metals 0.09%
Consumable Fuels 0.07%

Top Holdings

Company-wise portfolio exposure

Sona BLW Precision Forgings Limited 1.67%
Welspun Corp Limited 1.60%
Karur Vysya Bank Limited 1.38%
Navin Fluorine International Limited 1.36%
Ather Energy Limited 1.21%
Sterlite Technologies Limited 1.19%
RBL Bank Limited 1.12%
Delhivery Limited 1.11%
Redington Limited 1.08%
HFCL Limited 1.04%
Gland Pharma Limited 1.04%
Central Depository Services (India) Limited 1.01%
City Union Bank Limited 0.98%
Sai Life Sciences Limited 0.95%
PNB Housing Finance Limited 0.94%
Cupid Limited 0.94%
Sansera Engineering Limited 0.90%
Krishna Institute Of Medical Sciences Limited 0.89%
Anand Rathi Wealth Limited 0.87%
Kirloskar Oil Engines Limited 0.86%
Neuland Laboratories Limited 0.83%
TD Power Systems Ltd 0.80%
Angel One Limited 0.80%
Bandhan Bank Limited 0.79%
Wockhardt Limited 0.78%
Manappuram Finance Limited 0.78%
Aegis Logistics Limited 0.78%
Acutaas Chemicals Limited 0.76%
MTAR Technologies Limited 0.74%
Computer Age Management Services Limited 0.72%
Himadri Speciality Chemical Limited 0.72%
Poonawalla Fincorp Limited 0.71%
Craftsman Automation Limited 0.71%
Kalpataru Projects International Limited 0.70%
Dr. Lal Path Labs Limited 0.69%
The Great Eastern Shipping Company Limited 0.69%
Amber Enterprises India Limited 0.65%
Carborundum Universal Limited 0.65%
IIFL Finance Limited 0.63%
Syrma SGS Technology Ltd 0.62%
Cholamandalam Financial Holdings Limited 0.62%
PTC Industries Ltd 0.60%
Crompton Greaves Consumer Electricals Limited 0.60%
Nuvama Wealth Management Ltd 0.60%
Elgi Equipments Limited 0.59%
Apollo Tyres Limited 0.59%
Data Patterns (India) Limited 0.58%
Piramal Pharma Limited 0.58%
Star Health And Allied Insurance Company Limited 0.56%
Granules India Limited 0.56%
Cartrade Tech Limited 0.56%
Tata Technologies Ltd 0.54%
Onesource Specialty Pharma Limited 0.54%
Asahi India Glass Limited 0.52%
Timken India Limited 0.50%
KFin Technologies Limited 0.50%
Finolex Cables Limited 0.49%
Kaynes Technology India Limited 0.49%
The Ramco Cements Limited 0.48%
Home First Finance Company India Limited 0.48%
Brigade Enterprises Limited 0.48%
Tata Elxsi Limited 0.48%
ZF Commercial Vehicle Control Systems India Limited 0.48%
Sammaan Capital Limited 0.47%
Deepak Nitrite Limited 0.47%
Aditya Infotech Limited 0.47%
Indraprastha Gas Limited 0.46%
Kajaria Ceramics Limited 0.45%
Five Star Business Finance Limited 0.45%
AWL Agri Business Limited 0.44%
Aarti Industries Limited 0.44%
Sagility Limited 0.44%
Pine Labs Limited 0.43%
Affle 3i Limited 0.43%
Tata Chemicals Limited 0.43%
Capri Global Capital Limited 0.43%
Castrol India Limited 0.43%
Atul Limited 0.42%
Amara Raja Energy & Mobility Ltd 0.41%
Inventurus Knowledge Solutions Limited 0.41%
Anant Raj Limited 0.41%
Usha Martin Limited 0.41%
Belrise Industries Ltd. 0.41%
Deepak Fertilizers and Petrochemicals Corporation Limited 0.41%
HBL Engineering Limited 0.40%
Net web Technologies India Limited 0.40%
PVR INOX Limited 0.40%
Jyoti CNC Automation Ltd 0.40%
Acme Solar Holdings Ltd 0.40%
Motherson Sumi Wiring India Limited 0.39%
Cyient Limited 0.39%
Indian Energy Exchange Limited 0.38%
Engineers India Limited 0.38%
Ola Electric Mobility Ltd 0.38%
CESC Limited 0.38%
Azad Engineering Ltd 0.38%
Aptus Value Housing Finance India Limited 0.38%
R R Kabel Limited 0.37%
KPIT Technologies Limited 0.37%
SPR Auto Technologies Ltd 0.37%
Force Motors Limited 0.37%
Emcure Pharmaceuticals Ltd 0.36%
NBCC (India) Limited 0.36%
Firstsource Solutions Limited 0.36%
PG Electroplast Limited 0.36%
Gabriel India Limited 0.35%
Nava Limited 0.35%
BEML Limited 0.34%
Balrampur Chini Mills Limited 0.34%
Shyam Metalics and Energy Limited 0.34%
Emami Limited 0.33%
Natco Pharma Limited 0.33%
eClerx Services Limited 0.33%
Zen Technologies Limited 0.33%
Honeywell Automation India Limited 0.33%
Jaiprakash Power Ventures Limited 0.33%
Aditya Birla Sun Life AMC Limited 0.33%
PhysicsWallah Limited 0.33%
Ramkrishna Forgings Limited 0.32%
Cohance Lifesciences Limited 0.32%
ACC Limited 0.32%
CCL Products (India) Limited 0.32%
Welspun Living Limited 0.32%
EID Parry India Limited 0.32%
Vijaya Diagnostic Centre Limited 0.32%
Schneider Electric Infrastructure Limited 0.32%
Syngene International Limited 0.31%
CreditAccess Grameen Limited 0.31%
Chennai Petroleum Corporation Limited 0.31%
IRB Infrastructure Developers Limited 0.31%
CEAT Limited 0.31%
Zee Entertainment Enterprises Limited 0.31%
Whirlpool of India Limited 0.30%
Inox Wind Limited 0.30%
Paradeep Phosphates Limited 0.30%
Cemindia Projects Ltd 0.30%
Titagarh Rail Systems Limited 0.29%
Rainbow Childrens Medicare Limited 0.29%
Jindal Saw Ltd 0.29%
Poly Medicure Limited 0.29%
Garden Reach Shipbuilders & Engineers Limited 0.29%
Honasa Consumer Limited 0.29%
Triveni Turbine Limited 0.28%
Choice International Limited 0.28%
The Jammu & Kashmir Bank Limited 0.28%
Chambal Fertilizers & Chemicals Limited 0.27%
Can Fin Homes Limited 0.27%
Thangamayil Jewellery Limited 0.27%
Mahanagar Gas Limited 0.27%
Sun TV Network Limited 0.27%
EIH Limited 0.27%
Aditya Birla Real Estate Limited 0.27%
TBO Tek Limited 0.26%
PCBL Chemical Limited 0.26%
Rubicon Research Limited 0.26%
Reliance Power Limited 0.26%
Gillette India Limited 0.26%
Aether Industries Limited 0.25%
Vedanta Oil and Gas Ltd 0.25%
Minda Corporation Limited 0.25%
Vedanta Power Ltd 0.25%
Intellect Design Arena Limited 0.25%
Devyani International Limited 0.25%
LT Foods Limited 0.25%
Jubilant Ingrevia Limited 0.25%
Vedanta Iron And Steel Limited 0.25%
Urban Company Ltd 0.25%
Godawari Power and Ispat Ltd 0.24%
Caplin Point Laboratories Limited 0.24%
Sobha Limited 0.24%
Vardhman Textiles Limited 0.24%
Sumitomo Chemical India Limited 0.24%
Canara HSBC Life Insurance company Ltd 0.24%
Central Bank of India 0.23%
NCC Limited 0.23%
Tenneco Clean Air India Limited 0.23%
Lemon Tree Hotels Limited 0.23%
Graphite India Limited 0.23%
Action Construction Equipment Limited 0.23%
Techno Electric & Engineering Company Limited 0.23%
Indiamart Intermesh Limited 0.22%
JM Financial Limited 0.22%
Zydus Wellness Ltd 0.22%
CIE Automotive India Limited 0.22%
KEC International Limited 0.22%
Aavas Financiers Limited 0.22%
Zensar Technologies Limited 0.22%
Privi Speciality Chemicals Limited 0.21%
NMDC Steel Limited 0.21%
Aadhar Housing Finance Limited 0.21%
Doms Industries Limited 0.21%
Inox India Limited 0.21%
Olectra Greentech Limited 0.21%
IDBI Bank Limited 0.21%
IFCI Limited 0.21%
Gravita India Limited 0.21%
Shipping Corporation Of India Limited 0.21%
Sarda Energy and Minerals Limited 0.21%
Concord Biotech Limited 0.20%
Birlasoft Limited 0.20%
Kirloskar Brothers Limited 0.20%
KSB Limited 0.20%
Emmvee Photovoltaic Power Limited 0.20%
JK Tyre & Industries Limited 0.19%
Aegis Vopak Terminals Limited 0.19%
SJVN Limited 0.19%
Gujarat Mineral Development Corporation Limited 0.19%
HEG Graphite Ltd 0.18%
Brainbees Solutions Ltd 0.18%
Elecon Engineering Company Limited 0.18%
Clean Max Enviro Energy Solutions Limited 0.18%
Tejas Networks Limited 0.18%
The New India Assurance Company Limited 0.18%
Bata India Limited 0.18%
Swan Corp Limited 0.18%
Afcons Infrastructure Limited 0.17%
Allied Blenders And Distillers Limited 0.17%
IRCON International Limited 0.17%
Black Box Limited 0.17%
Clean Science and Technology Limited 0.17%
UTI Asset Management Company Limited 0.17%
JSW Cement Limited 0.16%
Fractal Analytics Ltd 0.16%
Anupam Rasayan India Limited 0.16%
Tega Industries Limited 0.16%
Nuvoco Vistas Corporation Limited 0.15%
International Gemological Institute Limited 0.14%
Jupiter Wagons Limited 0.14%
Prime Focus Limited 0.14%
Mangalore Refinery and Petrochemicals Limited 0.13%
Transformers And Rectifiers (India) Limited 0.13%
Signatureglobal (India) Limited 0.13%
Avanti Feeds Limited 0.13%
Trident Limited 0.13%
RITES Limited 0.13%
UCO Bank 0.12%
BLS International Services Limited 0.12%
RHI Magnesita India Limited 0.11%
ITI Limited 0.11%
RailTel Corporation of India Limited 0.10%
Central Mine Planning & Design Institute Limited 0.10%
JBM Auto Limited 0.10%
The India Cements Limited 0.09%
Jain Resource Recycling Limited 0.09%
HEG Advanced Materials Ltd 0.08%
Tata Teleservices (Maharashtra) Limited 0.08%
Gallantt Ispat Limited 0.07%
Bharat Coking Coal Limited 0.07%
MMTC Limited 0.04%
Bagmane Prime Office REIT 0.28%
Brookfield India Real Estate Trust 1.01%
Triparty Repo 0.38%
Net Receivables / (Payables) -0.52%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
21.60%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.7
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 20.63% 21.60% 20.34%
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.21% 20.84% 16.00%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 18.09% 0.00% 20.83%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.40% 0.00% 17.49%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 15.20% 28.00% 17.63%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 11.55% 0.00% 6.59%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 11.29% 0.00% 12.04%
Aditya Birla Sun Life Nifty India Defence Index Fund - Regular Plan - Growth 8.75% 0.00% 11.20%
HDFC Crisil-IBX Fin Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.73% 0.00% 6.77%
ICICI Prudential Crisil-IBX Financial Services 3-6 Months Debt Index Fund - Regular Plan - Growth 6.62% 0.00% 6.86%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal Focused Fund - Regular Plan - Growth 19.78% 13.46% 13.16%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 19.56% 21.26% 20.32%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 18.25% 0.00% 14.12%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.62% 25.10% 19.47%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.77% 0.00% 22.05%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 14.69% 31.81% 24.77%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 13.25% 0.00% 18.27%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.08%
Expense Ratio (Direct)
0.39%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Smallcap 250 TRI

Exit Load

Charges that may apply when you redeem units

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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