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Motilal Oswal Nifty Smallcap 250 Index Fund

Small Cap IndexVery HighOPEN-ENDED
Invest Now
NAV as on 9 Nov 2026
₹37.49+1.09%1 day
Return since launch
19.7%
52-week range
₹30.45 — ₹39.56
AUM
₹1,243 Cr

Motilal Oswal Nifty Smallcap 250 Index Fund is a Small Cap Index equity fund from Motilal Oswal Mutual Fund with ₹1,243 Cr under management, launched in 2019. Over three years it has returned 4.6% a year, against 12.6% for its category. The expense ratio is 1.15% and the SEBI riskometer reading is Very High.

Performance

Returns

How the fund has done against its category and its benchmark.

Trailing returns
PeriodFundvs categoryCategoryBenchmark
1Y7.0%+3.0 pts4.0%8.6%
2Y4.5%−0.9 pts5.4%4.6%
3Y4.6%−8.0 pts12.6%4.6%
5Y12.1%+0.4 pts11.7%12.1%
7Y17.3%0.0 pts17.3%17.2%

Fund against category

1Y
Fund7.0%
Category4.0%
3Y
Fund4.6%
Category12.6%
5Y
Fund12.1%
Category11.7%

Since launch (19 Aug 2019): 19.7%

Calendar-year returns

Category average
Show as a table
Calendar-year returns
PeriodFundvs categoryCategory
2025-6.3%+0.2 pts-6.5%
202425.4%−1.1 pts26.4%
202347.3%−5.1 pts52.4%
2022-4.1%+2.9 pts-7.0%
202160.1%−1.2 pts61.3%
202025.1%−0.8 pts25.9%

Returns over one year are annualised. Shorter periods are absolute.

Costs & terms

Costs and terms

What the fund charges each year, and the rules around putting money in and taking it out.

Costs

1.13%

Expense ratio as on 6 Nov 2026

Charged yearly and already deducted from the NAV.

Base expense
0.90%
Brokerage
0.02%
Transaction charges
0.00%
Statutory levies
0.21%
Exit load
Exit load of 1%, if redeemed within 15 days.
Lock-in
None

Terms

Min SIP
₹3,000
Min lumpsum
₹5,000
Plan
GROWTH
Fund type
OPEN-ENDED
Benchmark
NIFTY Smallcap 250 TRI
Short-term capital gains
Returns taxed at 20% if you redeem before 1 year
Long-term capital gains
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Risk

Risk

What the riskometer means for this fund, and how its ratios sit against the category.

Very High

Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.

Risk ratios
RatioFundCategory avgRead as
Alpha0.183.10Return earned above what the benchmark alone would have given. Higher is better.
Beta1.001.03How hard the fund moves when the market moves. Under 1 is steadier than the market.
Sharpe0.330.45Return earned for each unit of total risk taken. Higher is better.
Sortino0.540.78Return earned for each unit of downside risk. Higher is better.
Std. deviation22.2323.10How widely monthly returns have varied around their own average. Lower is steadier.
Average of 5 category peers

Portfolio

Motilal Oswal Nifty Smallcap 250 Index Fund portfolio

Portfolio as of 30 Sep 2026

Asset allocation

  • Equity98.8%
  • Other1.1%

Market cap split

  • Mid2.7%
  • Small97.3%
P/E
28.44
P/B
3.22

Top holdings

HoldingSectorWeightValue3M chg6M chg1Y chg
Sona BLW Precision Forgings Ltd.Automobile1.67%₹20.79 Cr+1.31%+1.27%—
Welspun Corp Ltd.Metals & Mining1.60%₹19.84 Cr+0.94%+0.63%+0.56%
Karur Vysya Bank Ltd.Financial1.38%₹17.10 Cr+1.31%+1.61%+1.00%
Navin Fluorine International Ltd.Chemicals1.36%₹16.91 Cr+1.33%+1.33%+0.85%
Ather Energy Ltd.Automobile1.21%₹15.08 Cr+1.03%+0.85%+0.33%
Sterlite Technologies Ltd.Communication1.19%₹14.82 Cr———
OthersOthers1.15%₹15.03 Cr+1.16%-0.04%+2.44%
RBL Bank Ltd.Financial1.12%₹13.92 Cr+0.43%+1.03%+0.83%
Delhivery Ltd.Services1.11%₹13.74 Cr+1.24%+1.37%+1.21%
Redington Ltd.Services1.08%₹13.47 Cr+0.77%+0.70%+0.85%

Sectors

  • Financial17.4%
  • Capital Goods12.1%
  • Healthcare10.5%
  • Services9.6%
  • Automobile9.4%
  • Chemicals6.8%
  • Metals & Mining6.1%
  • Consumer Staples4.7%

Instruments

  • Net Receivables0.8%
  • Repo0.4%

Recent changes

HoldingFromToWeight
Piramal Finance Ltd.1.25%0.00%-1.25%
Sterlite Technologies Ltd.0.00%1.19%+1.19%
Cupid Ltd.0.00%0.94%+0.94%
Aster DM Quality Care Ltd.0.91%0.00%-0.91%
Sansera Engineering Ltd.0.00%0.90%+0.90%
TD Power Systems Ltd.0.00%0.80%+0.80%
Hindustan Copper Ltd.0.78%0.00%-0.78%
Others0.02%0.77%+0.75%
MTAR Technologies Ltd.0.00%0.74%+0.74%
Narayana Hrudayalaya Ltd.0.60%0.00%-0.60%
Apollo Tyres Ltd.0.00%0.59%+0.59%
Meesho Ltd.0.52%0.00%-0.52%
Tata Elxsi Ltd.0.00%0.48%+0.48%
AWL Agri Business Ltd.0.00%0.44%+0.44%
Azad Engineering Ltd.0.00%0.38%+0.38%
KPIT Technologies Ltd.0.00%0.37%+0.37%
SPR Auto Technologies Ltd.0.00%0.37%+0.37%
Honeywell Automation India Ltd.0.00%0.33%+0.33%
ACC Ltd.0.00%0.32%+0.32%
Eris Lifesciences Ltd.0.32%0.00%-0.32%
Jubilant Pharmova Ltd.0.32%0.00%-0.32%
Pfizer Ltd.0.32%0.00%-0.32%
Chalet Hotels Ltd.0.29%0.00%-0.29%
Indegene Ltd.0.29%0.00%-0.29%
Ather Energy Ltd.1.49%1.21%-0.28%
Go Digit General Insurance Ltd.0.28%0.00%-0.28%
Pine Labs Ltd.0.16%0.43%+0.27%
Thangamayil Jewellery Ltd.0.00%0.27%+0.27%
Rubicon Research Ltd.0.00%0.26%+0.26%
Sonata Software Ltd.0.26%0.00%-0.26%
Aether Industries Ltd.0.00%0.25%+0.25%
JSW Dulux Ltd.0.25%0.00%-0.25%
Sapphire Foods India Ltd.0.25%0.00%-0.25%
Vedanta Iron And Steel Ltd.0.00%0.25%+0.25%
Vedanta Oil and Gas Ltd0.00%0.25%+0.25%
Vedanta Power Ltd0.00%0.25%+0.25%
Aditya Birla Lifestyle Brands Ltd.0.23%0.00%-0.23%
Bayer CropScience Ltd.0.23%0.00%-0.23%
Niva Bupa Health Insurance Company Ltd.0.23%0.00%-0.23%
The Fertilisers And Chemicals Travancore Ltd.0.23%0.00%-0.23%
Indian Overseas Bank0.21%0.00%-0.21%
Inox India Ltd.0.00%0.21%+0.21%
Leela Palaces Hotels & Resorts Ltd.0.21%0.00%-0.21%
Privi Speciality Chemicals Ltd.0.00%0.21%+0.21%
Supreme Petrochem Ltd.0.21%0.00%-0.21%
KSB Ltd.0.00%0.20%+0.20%
Kirloskar Brothers Ltd.0.00%0.20%+0.20%
Bikaji Foods International Ltd.0.19%0.00%-0.19%
HEG Advanced Materials Ltd.0.27%0.08%-0.19%
SJVN Ltd.0.00%0.19%+0.19%
Welspun Corp Ltd.1.42%1.60%+0.18%
Clean Max Enviro Energy Solutions Ltd.0.00%0.18%+0.18%
DCM Shriram Ltd.0.18%0.00%-0.18%
HEG Graphite Ltd.0.00%0.18%+0.18%
SBFC Finance Ltd.0.18%0.00%-0.18%
The New India Assurance Company Ltd.0.00%0.18%+0.18%
Black Box Ltd.0.00%0.17%+0.17%
Fractal Analytics Ltd.0.00%0.16%+0.16%
Saregama India Ltd.0.16%0.00%-0.16%
Newgen Software Technologies Ltd.0.15%0.00%-0.15%
Aditya Birla Fashion and Retail Ltd.0.14%0.00%-0.14%
Avanti Feeds Ltd.0.00%0.13%+0.13%
Blue Dart Express Ltd.0.13%0.00%-0.13%
Blue Jet Healthcare Ltd.0.13%0.00%-0.13%
Computer Age Management Services Ltd.0.85%0.72%-0.13%
Redington Ltd.0.96%1.08%+0.12%
Bandhan Bank Ltd.0.67%0.79%+0.12%
Bombay Burmah Trading Corporation Ltd.0.12%0.00%-0.12%
Central Depository Services (India) Ltd.1.13%1.01%-0.12%
Travel Food Services Ltd.0.11%0.00%-0.11%
Syrma SGS Technology Ltd.0.51%0.62%+0.11%
Tata Technologies Ltd0.65%0.54%-0.11%
The Great Eastern Shipping Company Ltd.0.58%0.69%+0.11%
HFCL Ltd.1.15%1.04%-0.11%
Karur Vysya Bank Ltd.1.48%1.38%-0.10%
Central Mine Planning & Design Institute Ltd.0.00%0.10%+0.10%
Amber Enterprises India Ltd.0.75%0.65%-0.10%
Latent View Analytics Ltd.0.09%0.00%-0.09%
Crompton Greaves Consumer Electricals Ltd.0.69%0.60%-0.09%
KFin Technologies Ltd.0.59%0.50%-0.09%
Wockhardt Ltd.0.70%0.78%+0.08%
Amara Raja Energy & Mobility Ltd0.49%0.41%-0.08%
Zee Entertainment Enterprises Ltd.0.39%0.31%-0.08%
CE Info Systems Ltd.0.08%0.00%-0.08%
Navin Fluorine International Ltd.1.44%1.36%-0.08%
Brigade Enterprises Ltd.0.55%0.48%-0.07%
Carborundum Universal Ltd.0.58%0.65%+0.07%
Deepak Nitrite Ltd.0.54%0.47%-0.07%
Neuland Laboratories Ltd.0.90%0.83%-0.07%
Bharat Coking Coal Ltd.0.00%0.07%+0.07%
Emcure Pharmaceuticals Ltd.0.29%0.36%+0.07%
HBL Engineering Ltd.0.33%0.40%+0.07%
R R Kabel Ltd.0.44%0.37%-0.07%
Canara HSBC Life Insurance Company Ltd.0.17%0.24%+0.07%
Kirloskar Oil Engines Ltd.0.79%0.86%+0.07%
Aegis Logistics Ltd.0.72%0.78%+0.06%
RBL Bank Ltd.1.06%1.12%+0.06%
IFCI Ltd.0.27%0.21%-0.06%
Sun TV Network Ltd.0.21%0.27%+0.06%
Engineers India Ltd.0.32%0.38%+0.06%
Finolex Cables Ltd.0.43%0.49%+0.06%
Gabriel India Ltd.0.41%0.35%-0.06%
PG Electroplast Ltd.0.42%0.36%-0.06%
Manappuram Finance Ltd.0.84%0.78%-0.06%
Cholamandalam Financial Holdings Ltd.0.67%0.62%-0.05%
Garden Reach Shipbuilders & Engineers Ltd.0.34%0.29%-0.05%
IIFL Finance Ltd.0.68%0.63%-0.05%
Gravita India Ltd.0.26%0.21%-0.05%
Prime Focus Ltd.0.09%0.14%+0.05%
Aarti Industries Ltd.0.49%0.44%-0.05%
Aditya Birla Real Estate Ltd0.32%0.27%-0.05%
E.I.D. - Parry (India) Ltd.0.37%0.32%-0.05%
Indian Energy Exchange Ltd.0.43%0.38%-0.05%
Physicswallah Ltd.0.28%0.33%+0.05%
Sagility Ltd.0.49%0.44%-0.05%
Sumitomo Chemical India Ltd.0.29%0.24%-0.05%
Atul Ltd.0.46%0.42%-0.04%
Data Patterns (India) Ltd.0.62%0.58%-0.04%
Jindal Saw Ltd.0.33%0.29%-0.04%
NBCC (India) Ltd.0.40%0.36%-0.04%
PNB Housing Finance Ltd.0.98%0.94%-0.04%
Poonawalla Fincorp Ltd.0.75%0.71%-0.04%
Sammaan Capital Ltd.0.51%0.47%-0.04%
ZF Commercial Vehicle Control Systems India Ltd.0.52%0.48%-0.04%
NCC Ltd.0.27%0.23%-0.04%
Tega Industries Ltd.0.12%0.16%+0.04%
CESC Ltd.0.42%0.38%-0.04%
Netweb Technologies India Ltd.0.44%0.40%-0.04%
Ola Electric Mobility Ltd.0.42%0.38%-0.04%
Welspun Living Ltd.0.28%0.32%+0.04%
Zen Technologies Ltd.0.37%0.33%-0.04%
Angel One Ltd.0.84%0.80%-0.04%
Sai Life Sciences Ltd.0.91%0.95%+0.04%
Star Health and Allied Insurance Company Ltd.0.60%0.56%-0.04%
Delhivery Ltd.1.15%1.11%-0.04%
ACME Solar Holdings Ltd.0.37%0.40%+0.03%
Affle 3I Ltd.0.46%0.43%-0.03%
Craftsman Automation Ltd.0.74%0.71%-0.03%
Godawari Power And Ispat Ltd.0.27%0.24%-0.03%
Home First Finance Company India Ltd.0.51%0.48%-0.03%
IRB Infrastructure Developers Ltd.0.34%0.31%-0.03%
Intellect Design Arena Ltd.0.28%0.25%-0.03%
Kaynes Technology India Ltd.0.52%0.49%-0.03%
LT Foods Ltd.0.28%0.25%-0.03%
Rainbow Children's Medicare Ltd.0.32%0.29%-0.03%
Syngene International Ltd.0.34%0.31%-0.03%
Afcons Infrastructure Ltd.0.20%0.17%-0.03%
DOMS Industries Ltd.0.18%0.21%+0.03%
NMDC Steel Ltd.0.24%0.21%-0.03%
Olectra Greentech Ltd.0.24%0.21%-0.03%
Tejas Networks Ltd.0.21%0.18%-0.03%
The India Cements Ltd.0.12%0.09%-0.03%
Aditya Infotech Ltd.0.44%0.47%+0.03%
Can Fin Homes Ltd.0.30%0.27%-0.03%
Castrol India Ltd.0.40%0.43%+0.03%
Cyient Ltd.0.42%0.39%-0.03%
Jaiprakash Power Ventures Ltd.0.36%0.33%-0.03%
Motherson Sumi Wiring India Ltd.0.42%0.39%-0.03%
Ramkrishna Forgings Ltd.0.35%0.32%-0.03%
Reliance Power Ltd.0.29%0.26%-0.03%
Triveni Turbine Ltd.0.31%0.28%-0.03%
eClerx Services Ltd.0.36%0.33%-0.03%
Aadhar Housing Finance Ltd0.23%0.21%-0.02%
Action Construction Equipment Ltd.0.21%0.23%+0.02%
Acutaas Chemicals Ltd.0.74%0.76%+0.02%
Allied Blenders And Distillers Ltd.0.15%0.17%+0.02%
Anand Rathi Wealth Ltd.0.89%0.87%-0.02%
Aptus Value Housing Finance India Ltd.0.40%0.38%-0.02%
Bata India Ltd.0.20%0.18%-0.02%
CCL Products (India) Ltd.0.34%0.32%-0.02%
Capri Global Capital Ltd.0.45%0.43%-0.02%
City Union Bank Ltd.1.00%0.98%-0.02%
Cohance Lifesciences Ltd.0.34%0.32%-0.02%
CreditAccess Grameen Ltd.0.33%0.31%-0.02%
Deepak Fertilisers And Petrochemicals Corporation Ltd.0.43%0.41%-0.02%
Devyani International Ltd.0.27%0.25%-0.02%
EIH Ltd.0.25%0.27%+0.02%
Elgi Equipments Ltd.0.61%0.59%-0.02%
Firstsource Solutions Ltd.0.38%0.36%-0.02%
Granules India Ltd.0.54%0.56%+0.02%
Graphite India Ltd.0.21%0.23%+0.02%
Himadri Speciality Chemical Ltd.0.70%0.72%+0.02%
IDBI Bank Ltd.0.23%0.21%-0.02%
Jyoti CNC Automation Ltd.0.38%0.40%+0.02%
Kalpataru Projects International Ltd.0.72%0.70%-0.02%
Piramal Pharma Ltd.0.60%0.58%-0.02%
Sona BLW Precision Forgings Ltd.1.65%1.67%+0.02%
Tata Chemicals Ltd.0.45%0.43%-0.02%
The Ramco Cements Ltd.0.50%0.48%-0.02%
Vardhman Textiles Ltd.0.26%0.24%-0.02%
Vijaya Diagnostic Centre Ltd.0.34%0.32%-0.02%
Birlasoft Ltd.0.22%0.20%-0.02%
Concord Biotech Ltd.0.22%0.20%-0.02%
Elecon Engineering Company Ltd.0.16%0.18%+0.02%
Gujarat Mineral Development Corporation Ltd.0.21%0.19%-0.02%
Indiamart Intermesh Ltd.0.24%0.22%-0.02%
International Gemological Institute Ltd.0.16%0.14%-0.02%
JK Tyre & Industries Ltd.0.21%0.19%-0.02%
KEC International Ltd.0.24%0.22%-0.02%
Transformers And Rectifiers India Ltd.0.15%0.13%-0.02%
Zensar Technologies Ltd.0.24%0.22%-0.02%
Aditya Birla Sun Life AMC Ltd.0.35%0.33%-0.02%
Choice International Ltd.0.30%0.28%-0.02%
Five-Star Business Finance Ltd.0.47%0.45%-0.02%
Indraprastha Gas Ltd.0.48%0.46%-0.02%
Kajaria Ceramics Ltd.0.47%0.45%-0.02%
The Jammu & Kashmir Bank Ltd.0.30%0.28%-0.02%
Whirlpool Of India Ltd.0.28%0.30%+0.02%
Aavas Financiers Ltd.0.23%0.22%-0.01%
Aegis Vopak Terminals Ltd.0.18%0.19%+0.01%
Anant Raj Ltd.0.42%0.41%-0.01%
Anupam Rasayan India Ltd.0.17%0.16%-0.01%
BEML Ltd.0.33%0.34%+0.01%
BLS International Services Ltd.0.13%0.12%-0.01%
Brainbees Solutions Ltd.0.19%0.18%-0.01%
CIE Automotive India Ltd.0.23%0.22%-0.01%
Ceat Ltd.0.32%0.31%-0.01%
Cemindia Projects Ltd.0.31%0.30%-0.01%
Chambal Fertilisers and Chemicals Ltd.0.28%0.27%-0.01%
Chennai Petroleum Corporation Ltd.0.30%0.31%+0.01%
Emami Ltd.0.32%0.33%+0.01%
Emmvee Photovoltaic Power Ltd.0.19%0.20%+0.01%
Force Motors Ltd.0.38%0.37%-0.01%
Gillette India Ltd.0.27%0.26%-0.01%
Honasa Consumer Ltd.0.30%0.29%-0.01%
Inox Wind Ltd.0.31%0.30%-0.01%
JSW Cement Ltd.0.15%0.16%+0.01%
Jubilant Ingrevia Ltd.0.26%0.25%-0.01%
Mahanagar Gas Ltd.0.28%0.27%-0.01%
Mangalore Refinery And Petrochemicals Ltd.0.14%0.13%-0.01%
Minda Corporation Ltd.0.26%0.25%-0.01%
Natco Pharma Ltd.0.34%0.33%-0.01%
Nava Ltd.0.36%0.35%-0.01%
Nuvama Wealth Management Ltd.0.61%0.60%-0.01%
PCBL Chemical Ltd.0.25%0.26%+0.01%
PTC Industries Ltd.0.61%0.60%-0.01%
PVR Inox Ltd.0.39%0.40%+0.01%
Paradeep Phosphates Ltd.0.31%0.30%-0.01%
Poly Medicure Ltd.0.30%0.29%-0.01%
Shipping Corporation Of India Ltd.0.22%0.21%-0.01%
Signatureglobal (India) Ltd.0.14%0.13%-0.01%
Sobha Ltd.0.25%0.24%-0.01%
TBO Tek Ltd.0.27%0.26%-0.01%
Techno Electric & Engineering Company Ltd.0.22%0.23%+0.01%
Tenneco Clean Air India Ltd0.22%0.23%+0.01%
Timken India Ltd.0.51%0.50%-0.01%
Titagarh Rail Systems Ltd.0.30%0.29%-0.01%
Trident Ltd.0.14%0.13%-0.01%
UCO Bank0.13%0.12%-0.01%
Zydus Wellness Ltd.0.23%0.22%-0.01%
Gallantt Ispat Ltd.0.08%0.07%-0.01%
ITI Ltd.0.12%0.11%-0.01%
JBM Auto Ltd.0.11%0.10%-0.01%
RHI Magnesita India Ltd.0.10%0.11%+0.01%
Railtel Corporation Of India Ltd.0.11%0.10%-0.01%
Tata Teleservices (Maharashtra) Ltd.0.09%0.08%-0.01%
Caplin Point Laboratories Ltd.0.23%0.24%+0.01%
Clean Science And Technology Ltd.0.18%0.17%-0.01%
Ircon International Ltd.0.18%0.17%-0.01%
Jupiter Wagons Ltd.0.15%0.14%-0.01%
Lemon Tree Hotels Ltd.0.24%0.23%-0.01%
Nuvoco Vistas Corporation Ltd.0.14%0.15%+0.01%
Belrise Industries Ltd.0.40%0.41%+0.01%
Inventurus Knowledge Solutions Ltd.0.40%0.41%+0.01%
Shyam Metalics And Energy Ltd.0.35%0.34%-0.01%
CarTrade Tech Ltd.0.57%0.56%-0.01%
Dr. Lal Pathlabs Ltd.0.68%0.69%+0.01%
Asahi India Glass Ltd.0.52%0.52%0.00%
Balrampur Chini Mills Ltd.0.34%0.34%0.00%
Central Bank of India0.23%0.23%0.00%
Gland Pharma Ltd.1.04%1.04%0.00%
JM Financial Ltd.0.22%0.22%0.00%
Jain Resource Recycling Ltd.0.09%0.09%0.00%
Krishna Institute of Medical Sciences Ltd0.89%0.89%0.00%
MMTC Ltd.0.04%0.04%0.00%
Onesource Specialty Pharma Ltd.0.54%0.54%0.00%
Rites Ltd.0.13%0.13%0.00%
Sarda Energy & Minerals Ltd.0.21%0.21%0.00%
Schneider Electric Infrastructure Ltd.0.32%0.32%0.00%
Swan Corp Ltd.0.18%0.18%0.00%
UTI Asset Management Company Ltd.0.17%0.17%0.00%
Urban Company Ltd.0.25%0.25%0.00%
Usha Martin Ltd.0.41%0.41%0.00%

Compare

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The rest of the category, so this fund’s numbers have something to sit against.

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Aditya Birla Sun Life Nifty Smallcap 50 Index Fund₹325 Cr1.21%17.4%10.1%16.4%
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See all Index funds

About

About this fund

The scheme’s own words, its benchmark and the people running it.

Investment objective

The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.

Fund managers

  • Dishant MehtaBachelors of Science (B.SC)Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
  • Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
  • Swapnil P MayekarMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Scheme information document

Tools

Return calculator

What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.

₹
Over the pastTotal investmentWould’ve becomeGrowthReturns
6 months1.74% absolute₹60,000₹61,0441.74%
1 year2.71% annualised₹1,20,000₹1,21,7761.48%
3 years11.31% annualised₹3,60,000₹4,30,26219.52%
5 years11.82% annualised₹6,00,000₹8,20,77636.80%

Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.

How this is calculated

Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.

The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.

Questions

Frequently asked questions

The things people ask about this scheme.

What is the NAV of Motilal Oswal Nifty Smallcap 250 Index Fund?
The NAV of Motilal Oswal Nifty Smallcap 250 Index Fund is ₹37.49 as on 9 Nov 2026.
What is the expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund?
The expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund is 1.15% per year.
What is the minimum SIP amount for Motilal Oswal Nifty Smallcap 250 Index Fund?
You can start a SIP in Motilal Oswal Nifty Smallcap 250 Index Fund with ₹3,000 a month.
What returns has Motilal Oswal Nifty Smallcap 250 Index Fund given?
Motilal Oswal Nifty Smallcap 250 Index Fund has returned 7.0% over 1 year, 4.6% over 3 years and 12.1% over 5 years (annualised).
Is there a lock-in or exit load on Motilal Oswal Nifty Smallcap 250 Index Fund?
Lock-in: None. Exit load: Exit load of 1%, if redeemed within 15 days..
How risky is Motilal Oswal Nifty Smallcap 250 Index Fund?
Motilal Oswal Nifty Smallcap 250 Index Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap Index category.
Which fund house manages Motilal Oswal Nifty Smallcap 250 Index Fund?
Motilal Oswal Nifty Smallcap 250 Index Fund is managed by Motilal Oswal Mutual Fund, which runs 57 schemes with ₹1,70,273 Cr under management.