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 (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,018.58 Cr As on 28-11-2025(Source:AMFI)
Turn over: 53% | Exit Load: Yes

34.7218

21.32%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 -
Sharpe Ratio -
Alpha -
Beta -
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 -6.34 5.76 19.11 19.79 -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 32.64 - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 25.23 28.2 35.27 - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 24.8 17.4 - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 22.53 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 22.08 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 21.96 24.86 25.15 17.15 -
ICICI Prudential Nifty200 Value 30 Index Fund - Growth 17-10-2024 20.97 - - - -
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 22-08-2022 20.54 18.46 30.12 - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 20.38 - - - -

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

90.06%

Others

-0.03%

Mid Cap

9.93%

Scheme Documents

There are no scheme documents available

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