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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Category: Index Fund
Launch Date: 05-09-2019
Asset Class: Equity
Benchmark: NIFTY Smallcap 250 TRI
Expense Ratio: 1.04% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 96.46 Cr As on (29-08-2025)
Turn over: 53
NAV (₹): 37.0488
₹ 0.23 ( 0.6251%)
as on 15-09-2025
CAGR Since Inception - 23.89%
NIFTY Smallcap 250 TRI - 16.28%

Fund Managers


Investment Objective

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

PERFORMANCE of Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Scheme Performance (%) Data as on - 15-09-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan -7.3 20.57 26.31 - 23.89
NIFTY SMALLCAP 250 TRI -6.37 21.99 28.22 16.38 16.28
Index Fund 0.41 13.65 18.63 12.77 8.8

RETURNS CALCULATOR for Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 17.99 1.01 -1.31 1.01 - -
Index Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Nifty Small Cap 250 Index Reg 05-09-2019 -7.3 17.81 20.57 26.31 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 29.93 28.96 27.4 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 23.23 24.87 21.38 18.44 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 17.55 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 17.14 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 9.45 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 9.16 20.87 0.0 0.0 0.0
HDFC Nifty G-Sec Apr 2029 Index Fund Gr 10-03-2023 8.4 8.59 0.0 0.0 0.0
Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund Reg Gr 06-03-2023 8.39 8.28 0.0 0.0 0.0
ABSL Crisil IBX Gilt-Apr-2029 Index Fund Reg Gr 19-10-2022 8.36 8.61 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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