Motilal Oswal Nifty Smallcap 250 Index Fund · Regular · Growth
NAV
₹37.8685
as of 29 Sept 2026
Expense Ratio
1.08%
AUM
₹1,121 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.84%
- 3Y
- +12.61%
- 5Y
- +13.03%
- Since Inception
- +20.74%
SIP returns (XIRR)
- 1Y
- +10.01%
- 3Y
- +6.66%
- 5Y
- +13.24%
- Since Inception
- +18.50%
What history actually did — last 7 years (Oct 2019 – Sept 2026)
A ₹5,000 monthly SIP for the last 7 years (Oct 2019 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,80,650 today — ₹4,15,000 invested, 18.1% XIRR.
₹4,15,000
Invested
₹7,80,650
Value today
18.1%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 7 years (Oct 2019 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 7 years ago would be ₹3,71,661 today (20.6% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2019 would still hold ₹29,35,956.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 7 years (Oct 2019 – Sept 2026) (22 Mar 2020) would be ₹5,61,522 today (5.62×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.51
Sharpe Ratio
—
Alpha
—
Beta
0.50
Sortino
16.78%
Std Dev
-21.27%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Finance9.57%
- Pharmaceuticals & Biotechnology8.48%
- Industrial Products7.74%
- Auto Components6.85%
- Capital Markets5.86%
- Chemicals & Petrochemicals5.76%
- Banks5.31%
- Healthcare Services4.37%
- Construction3.33%
- Consumer Durables3.06%
- IT - Services2.86%
- Automobiles2.53%
Each sector links to the mutual funds most exposed to it.
Related reading
Thinking about Motilal Oswal Nifty Smallcap 250 Index Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
What this fund does
Motilal Oswal Nifty Smallcap 250 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Motilal Oswal Nifty Smallcap 250 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹1,121 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 INDEX- TRI. The current expense ratio is 1.08%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios