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Motilal Oswal Nifty Smallcap 250 Index Fund Regular-Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Regular-Growth

Small CapEquity: Small CapVery High Risk
PaisaSmartPaisaSmart rating★★★★★★★★★★2

The fund is rated 2 stars. Considered together, the fund's movement relative to its index and annual fee of 1.08% place it behind most similar funds.

Why this rating

This index fund/ETF has a beta of 1.001%, and an expense ratio of 1.08%, giving it a 2.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.

Our score weighs long-term performance, risk and consistency — not just past returns.

Returns

As of 8 Oct 2026

1W
-0.59%
1M
-5.71%
3M
-0.68%
6M
+12.71%
9M
+5.61%
1Y
+2.53%
2Y
-1.57%
3Y
+11.76%
4Y
+16.09%
5Y
+11.94%
7Y
+20.74%
Since launch
+20.39%

Risk ratios

As of 30 Sep 2026

Standard deviation
21.92
Sharpe ratio
0.40
Sortino ratio
0.62
Beta
1.00
Alpha
0.36
R-squared
0.99
Treynor ratio
8.70
Information ratio
0.22
Mean
14.34

Portfolio

As of 31 Aug 2026

Market-cap split

Mid cap7.27%Small cap92.73%
P/E
29.20
P/B
3.15
Style
Growth

Sector allocation

Financial19.62%
Healthcare13.15%
Services11.78%
Capital Goods9.19%
Automobile8.09%
Chemicals7.29%
Metals & Mining6.33%
Construction4.00%

Holdings (251)

Holding% of fundValueShares
Sona BLW Precision Forgings Ltd.1.65%₹21.41 Cr2,63,273
Ather Energy Ltd.1.49%₹19.35 Cr1,12,658
Karur Vysya Bank Ltd.1.48%₹19.28 Cr5,54,691
Navin Fluorine International Ltd.1.44%₹18.75 Cr21,614
Welspun Corp Ltd.1.42%₹18.4 Cr76,951
Piramal Finance Ltd.1.25%₹16.27 Cr70,707
Delhivery Ltd.1.15%₹15 Cr3,28,898
HFCL Ltd.1.15%₹14.98 Cr6,01,334
Central Depository Services (India) Ltd.1.13%₹14.67 Cr1,04,604
RBL Bank Ltd.1.06%₹13.8 Cr3,62,915

Fund details

In brief

Return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. Equity and equity related securities covered by Nifty Smallcap 250 Index. Long term capital growth.

Investment objective

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

Exit load

Exit load of 1%, if redeemed within 15 days.

Fund type
Open-ended
Min lumpsum
₹500
Min withdrawal
₹500
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00
Frequently Asked Questions