Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Regular 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.

1. Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has ₹822 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.
   

Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth has given a CAGR return of 24.76% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.98%, 24.37% and 35.37% respectively.

Motilal Oswal Nifty Smallcap 250 Index Fund Regular 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

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.

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