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ETFregulargrowth📊 NIFTY SMALLCAP 250 TR INDEX

Motilal Oswal Nifty Smallcap 250 ETF

Motilal Oswal Mutual Fund

#111 of 229 (1Y)

₹17.0509

0.11 (-0.64%)

NAV as of 29 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-4.51%
1 Month+0.21%
3 Months+3.00%
6 Months-4.25%
1 Year+0.70%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2024)+8.28%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+0.71%
3 Year SIP
5 Year SIP
Since Inception (Mar 2024)+0.74%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹13,000

Invested

₹13,430

Value today

2.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,226

Value today

9.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,37,495

Value today

-13.4%

vs lumpsum

Direct lumpsum would have beaten STP by 13.4% — but STP reduced timing risk

Model your own STP with real NAV

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹160 Cr
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY SMALLCAP 250 TR INDEX
Launch Date15 Mar 2024
AMFI Code152546

Risk Metrics

Trailing 1 year, annualised

-0.43

Sharpe Ratio

Alpha

Beta

-0.39

Sortino

19.80%

Std Dev

-25.64%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:NIFTY SMALLCAP 250 TR INDEX

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Motilal Oswal Nifty Smallcap 250 ETF is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Motilal Oswal Nifty Smallcap 250 ETF is a ETF mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹160 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 TR INDEX.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations