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.

₹35.30

▲0.8%1D

NAV as on 13 May 2025

24.85%/per year

Since Inception

Absolute Gain%

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22929 people have invested ₹ 9.2Cr in Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth in the last three months

INDmoney Rank

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IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Nifty Smallcap 250 Index Fund
-
822Cr
0.36%
5.24%
24.26%
24.85%
ICICI Prudential BSE Sensex Index Fund Direct Growth
2/7
1,806Cr
0.19%
12.37%
16.51%
13.71%
UTI Nifty 50 Index Fund Direct Growth
3/17
22,521Cr
0.17%
12.13%
16.97%
13.11%
ICICI Prudential Nifty 50 Index Fund Direct Growth
4/17
12,619Cr
0.19%
12.06%
16.92%
13.17%
See all
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5Y returns in the top 25% of the category
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3Y returns in the top 25% of the category
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Beats FD returns for both 3Y & 5Y duration
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No bad points found for this fund.

Motilal Oswal Nifty Smallcap 250 Index Fund Returns Calculator

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Motilal Oswal Nifty Smallcap 250 Index Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 99.8%

Debt & Cash 0.2%

Small cap
97.9%
Mid cap
1.8%
Large cap
0.1%
Large Cap allocation has gone up from 0% to 0.2%
Large Cap allocation has gone up from 0% to 0.2%
Small Cap allocation has gone up from 91.3% to 97.1%
Small Cap allocation has gone up from 91.3% to 97.1%
Mid Cap allocation has gone down from 8.3% to 1.7%
Mid Cap allocation has gone down from 8.3% to 1.7%
Cash allocation has gone up from -0% to 0.1%
Cash allocation has gone up from -0% to 0.1%

Motilal Oswal Nifty Smallcap 250 Index Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 99.8%

Debt & Cash 0.2%

Industrial
23.4%
Financial Services
18.9%
Basic Materials
14.4%
Health
11.7%
Consumer Cyclical
10%
Tech
7.8%
Consumer Defensive
4.2%
Communication
3.3%
Real Estate
2.5%
Utilities
2.2%
Energy
1.5%

Top 3 Sectors in March were Industrial, Financial Services & Basic Materials

Mar'25

Industrial

23%

Financial Services

19%

Health

13%

Feb'25

Industrial

21%

Financial Services

21%

Basic Materials

14%

Motilal Oswal Nifty Smallcap 250 Index Fund Holdings Details

as on (30-Apr-25)

Equity

Top Stocks bought last month
Krishna Institute of Medical Sciences Ltd's allocation increased from 0.66% to 0.92%
Krishna Institute of Medical Sciences Ltd's allocation increased from 0.66% to 0.92%
PTC Industries Ltd's allocation increased from 0.34% to 0.53%
PTC Industries Ltd's allocation increased from 0.34% to 0.53%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 0.7% to 0.87%
Amber Enterprises India Ltd Ordinary Shares's allocation increased from 0.7% to 0.87%
Top Stocks sold last month
Multi Commodity Exchange of India Ltd's allocation decreased from 1.66 % to 1.59 %
Multi Commodity Exchange of India Ltd's allocation decreased from 1.66 % to 1.59 %
Laurus Labs Ltd's allocation decreased from 5.26 % to 1.41 %
Laurus Labs Ltd's allocation decreased from 5.26 % to 1.41 %
Crompton Greaves Consumer Electricals Ltd's allocation decreased from 1.35 % to 1.34 %
Crompton Greaves Consumer Electricals Ltd's allocation decreased from 1.35 % to 1.34 %

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 ratio0.36%
Benchmark
Nifty Smallcap 250 TR INR
AUM₹822 Cr
Inception Date6 September, 2019
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
38.46%
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 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 Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has ₹822 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has given a CAGR return of 24.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.24%, 24.26% and 35.08% respectively.

Holdings

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

Swapnil Mayekar

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 791.6 Cr
₹ 702 Cr
₹ 796.1 Cr
  • AUM of the fund stands at 791.6 Cr as of Mar'25
  • AUM increased by 89.6 Cr between Mar'25 and Feb'25

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

What is the current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

The current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is ₹35.3 as on 13-May-2025.

What are the average returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
6.94%
6.94%
6 Month Returns
-5.01%
-5.01%
1 Year Returns
5.24%
5.24%
3 Years Returns
91.85%
24.26%

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

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

0.36% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

₹822 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

Multi Commodity Exchange of India Ltd(1.8%), Laurus Labs Ltd(1.36%), Central Depository Services (India) Ltd(1.35%), Crompton Greaves Consumer Electricals Ltd(1.25%), Radico Khaitan Ltd(1.1%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth has invested in?

Industrial(22.22%), Financial Services(19.49%), Health(13.42%) as on April 2025

What is the alpha of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

The alpha ratio for the Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
-0.42
-0.54
-0.72
As on April 2025
The alpha for Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is calculated against Nifty Smallcap 250 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth??

The Beta ratio for the Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
1
1
0.99
As on April 2025
The Beta for Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is calculated with Nifty Smallcap 250 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
-0.3
0.59
1.26
As on April 2025
The sharpe ratio for Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is calculated with Nifty Smallcap 250 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

The standard deviation for the Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
23.23
20.37
20.55
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

Sortino ratio is 0.91 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

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

Swapnil Mayekar is the fund manager of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

What is the exit load of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth?

The Exit load of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is 1%