Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

Equity

Motilal Oswal Mutual Fund

Index Funds

Get the latest NAV of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹16.88

▼-0.1%1D

NAV as on 27 May 2025

31.84%/per year

Since Inception

Absolute Gain%

▲▼

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth
-
1,981Cr
1.1%
9.42%
-
31.84%
UTI Nifty Midcap 150 Quality 50 Index Fund Regular
-
250Cr
0.88%
6.82%
15.67%
11.15%
Navi Nifty India Manufacturing Index Fund Regular
-
53Cr
1%
2.61%
-
20.32%
Edelweiss Nifty 50 Index Fund Regular
-
162Cr
0.5%
10.18%
15.31%
9.67%
See all

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Profit

Total Corpus

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Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 99.9%

Debt & Cash 0.1%

Small cap
99.7%
Small Cap allocation has gone down from 99.8% to 99.7%
Small Cap allocation has gone down from 99.8% to 99.7%
Cash allocation has gone down from 0.2% to 0.1%
Cash allocation has gone down from 0.2% to 0.1%

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 99.9%

Debt & Cash 0.1%

Industrial
26.9%
Consumer Cyclical
19.9%
Basic Materials
17.9%
Health
9.4%
Financial Services
8.7%
Consumer Defensive
5.4%
Tech
5.3%
Real Estate
2.5%
Utilities
2%
Communication
1.7%
Energy
0.4%

Top 3 Sectors in April were Industrial, Consumer Cyclical & Basic Materials

Apr'25

Consumer Cyclical

23%

Industrial

23%

Basic Materials

19%

Mar'25

Industrial

23%

Consumer Cyclical

23%

Basic Materials

19%

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth Holdings Details

as on (30-Apr-25)

Equity

Top Stocks bought last month
Websol Energy System Ltd's allocation increased from 0.03% to 0.59%
Websol Energy System Ltd's allocation increased from 0.03% to 0.59%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 0.95% to 1.16%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 0.95% to 1.16%
Paradeep Phosphates Ltd's allocation increased from 0.56% to 0.77%
Paradeep Phosphates Ltd's allocation increased from 0.56% to 0.77%
Top Stocks sold last month
Reliance Infrastructure Ltd's allocation decreased from 1.12 % to 1.08 %
Reliance Infrastructure Ltd's allocation decreased from 1.12 % to 1.08 %
Religare Enterprises Ltd's allocation decreased from 1.17 % to 1.03 %
Religare Enterprises Ltd's allocation decreased from 1.17 % to 1.03 %
CMS Info Systems Ltd's allocation decreased from 1.07 % to 1.01 %
CMS Info Systems Ltd's allocation decreased from 1.07 % to 1.01 %

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.1%
Benchmark
Nifty Microcap 250 TR INR
AUM₹1981 Cr
Inception Date5 July, 2023
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
8.84%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth is an equity fund. This fund was started on 5 July, 2023. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has ₹1981 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
  2. The fund has an expense ratio 1.1.

Returns

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has given a CAGR return of 31.84% since inception. Over the last 1 year the fund has given a CAGR return of 9.42%.

Holdings

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Basic Materials, Financial Services, Health, Tech, Consumer Defensive, Utilities, Real Estate, Communication, Energy. Its top holdings are LMW Ltd, Ujjivan Small Finance Bank Ltd Ordinary Shares, Equitas Small Finance Bank Ltd Ordinary Shares, Karnataka Bank Ltd, Reliance Infrastructure Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth has no lock in period.

Fund Manager

Swapnil Mayekar

Fund Manager of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth, since 5 July 2023

Learn more about Motilal Oswal Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 2K Cr
₹ 1.8K Cr
₹ 1.7K Cr
  • AUM of the fund stands at 2K Cr as of Apr'25
  • AUM increased by 140.6 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth

How do I invest in Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth?

INDmoney makes it simple to invest in the Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth?

The NAV of the fund today is ₹16.88. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth fund has generated a return of 9.42% in 1 year

Who is the fund manager of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth?

The fund managers are Swapnil Mayekar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.10%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1981 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Nifty Microcap 250 Index Fund Regular Growth?

The top 3 holdings of the fund are LMW Ltd(1.63%), Ujjivan Small Finance Bank Ltd Ordinary Shares(1.16%), Equitas Small Finance Bank Ltd Ordinary Shares(1.13%)