Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Index Funds

Get the latest NAV of Motilal Oswal Nifty Smallcap 250 Index Fund Direct 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.

₹38.25

▲0.2%1D

NAV as on 14 Nov 2025

24.2%/per year

Since Inception

Absolute Gain%

▲▼

25120 people have invested ₹ 9.8Cr in Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth in the last three months

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Nifty Smallcap 250 Index Fund
-
1,044Cr
0.33%
2.1%
22.13%
-0.44
1.00
0.83
1.37
-3.58
UTI Nifty200 Momentum 30 Index Fund Direct Growth
-
8,707Cr
0.45%
-2.61%
17.48%
-0.17
1.00
0.61
0.90
-1.07
Nippon India Nifty Smallcap 250 Index Fund Dir Gr Direct Growth
-
2,690Cr
0.35%
1.22%
21.64%
-0.76
0.99
0.81
1.33
-2.53
Nippon India Nifty Midcap 150 Index Fund Direct Growth
-
2,031Cr
0.3%
11.28%
23.58%
-0.40
1.00
1.00
1.63
-4.74
See all
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: 3Y returns in the top 25% of the category
3Y returns in the top 25% of the category
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: No bad points found for this fund.
No bad points found for this fund.

Motilal Oswal Nifty Smallcap 250 Index Fund 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 Smallcap 250 Index Fund Asset Allocation

See fund asset allocation details as on (14-Nov-25)

Fund Distribution

as on (14-Nov-25)

Small cap
91.1%
Mid cap
8.6%
Small Cap allocation has gone down from 91.7% to 91.1%
Small Cap allocation has gone down from 91.7% to 91.1%
Mid Cap allocation has gone up from 8.2% to 8.6%
Mid Cap allocation has gone up from 8.2% to 8.6%
Cash allocation has gone down from -0% to -0%
Cash allocation has gone down from -0% to -0%

Motilal Oswal Nifty Smallcap 250 Index Fund Sector Allocation

See fund sector allocation details as on (14-Nov-25)

Sector Allocation

Industrial
22.3%
Financial Services
19.5%
Health
13.4%
Basic Materials
12.5%
Consumer Cyclical
10.2%
Tech
8.6%
Consumer Defensive
4.4%
Communication
2.8%
Utilities
2.8%
Real Estate
2%
Energy
1.4%

Top 3 Sectors in October were Industrial, Financial Services & Health

Oct'25

Financial Services

21%

Industrial

20%

Health

15%

Sep'25

Industrial

22%

Financial Services

20%

Health

15%

Motilal Oswal Nifty Smallcap 250 Index Fund Holdings Details

as on (31-Oct-25)

Top Stocks bought last month
Multi Commodity Exchange of India Ltd's allocation increased from 2% to 2.29%
Multi Commodity Exchange of India Ltd's allocation increased from 2% to 2.29%
Krishna Institute of Medical Sciences Ltd's allocation increased from 0.66% to 0.86%
Krishna Institute of Medical Sciences Ltd's allocation increased from 0.66% to 0.86%
Navin Fluorine International Ltd's allocation increased from 0.85% to 1.01%
Navin Fluorine International Ltd's allocation increased from 0.85% to 1.01%
Top Stocks sold last month
Kaynes Technology India Ltd's allocation decreased from 1.11 % to 1.02 %
Kaynes Technology India Ltd's allocation decreased from 1.11 % to 1.02 %
Cholamandalam Financial Holdings Ltd's allocation decreased from 0.94 % to 0.92 %
Cholamandalam Financial Holdings Ltd's allocation decreased from 0.94 % to 0.92 %
Crompton Greaves Consumer Electricals Ltd's allocation decreased from 0.94 % to 0.88 %
Crompton Greaves Consumer Electricals Ltd's allocation decreased from 0.94 % to 0.88 %

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Overview

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

Expense ratio0.33%
Benchmark
Nifty Smallcap 250 TR INR
AUM₹1044 Cr
Inception Date6 September, 2019
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
51.21%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Nifty Smallcap 250 Index Fund

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is an equity fund. This fund was started on 6 September, 2019. The fund is managed by Dishant Mehta, Swapnil Mayekar, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has ₹1044 Cr worth of assets under management (AUM) as on Nov 2025 and is more than category average.
  2. The fund has an expense ratio 0.3.

Returns

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has given a CAGR return of 24.20% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.10%, 22.13% and 27.00% respectively.

Holdings

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Health, Consumer Cyclical, Basic Materials, Tech, Consumer Defensive, Utilities, Communication, Real Estate, Energy. Its top holdings are Multi Commodity Exchange of India Ltd, Laurus Labs Ltd, Central Depository Services (India) Ltd, Delhivery Ltd, Radico Khaitan 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 Smallcap 250 Index Fund Direct Growth

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.

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 Smallcap 250 Index Fund Direct Growth has no lock in period.

Fund Manager

Dishant Mehta

Fund Manager of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth, since 15 October 2024

Swapnil Mayekar

Fund Manager of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth, since 6 September 2019

Rakesh Shetty

Fund Manager of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth, since 20 December 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Oct'25
Sep'25
Aug'25
AUM
₹ 1K Cr
₹ 996.9 Cr
₹ 965.3 Cr
  • AUM of the fund stands at 1K Cr as of Oct'25
  • AUM increased by 46.9 Cr between Oct'25 and Sep'25

Frequently Asked Questions for Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

How do I invest in Motilal Oswal Nifty Smallcap 250 Index Fund?

INDmoney makes it simple to invest in the Motilal Oswal Nifty Smallcap 250 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Nifty Smallcap 250 Index Fund’.
  • 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 Smallcap 250 Index Fund?

The NAV of the fund today is ₹38.25. 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 Smallcap 250 Index Fund fund has generated a return of 2.10% in 1 year, 22.13% in 3 years, 27.00% in 5 years.

Who is the fund manager of Motilal Oswal Nifty Smallcap 250 Index Fund?

The fund managers are Dishant Mehta, Swapnil Mayekar, Rakesh Shetty.

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 0.33%. 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 ₹1044 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 Smallcap 250 Index Fund?

The top 3 holdings of the fund are Multi Commodity Exchange of India Ltd(2.29%), Laurus Labs Ltd(1.8%), Central Depository Services (India) Ltd(1.37%)