Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Launch Date: 05-09-2019
Asset Class: Equity
Benchmark: NIFTY Smallcap 250 TRI
TER: 1.04% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 996.92 Cr As on 30-09-2025(Source:AMFI)
Turn over: 53% | Exit Load: Yes

36.6323

23.28%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
5 Years 0 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The schemes seeks investment return that corresponds generally to the performance of Nifty Small cap 250 Index Subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.99
Sharpe Ratio 1.01
Alpha -1.31
Beta 1.01
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 05-09-2019 -6.71 16.13 22.06 27.01 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 27.32 30.45 34.29 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 21.91 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 21.37 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 18.31 26.05 24.25 17.61 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 16.47 20.73 - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 16.09 - - - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 12.47 14.01 12.96 - -
DSP Nifty Bank Index Fund - Regular - Growth 02-05-2024 12.41 - - - -
Motilal Oswal Nifty Bank Index - Regular Plan 05-09-2019 12.38 13.82 12.9 19.15 -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

91.46%

Large Cap

0.0%

Mid Cap

8.56%

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