Index Fundregulargrowth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
₹33.6714
₹0.53 (+1.60%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.03%
1 Month-10.15%
3 Months-13.54%
6 Months-14.74%
1 Year-5.90%
3 Years (CAGR)+16.97%
5 Years (CAGR)+14.38%
10 Years (CAGR)—
Since Inception (Sept 2019)+18.21%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-20.10%
3 Year SIP-0.56%
5 Year SIP+7.87%
Since Inception (Sept 2019)+14.58%
Fund Details
Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹998 Cr
Expense Ratio1.05%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date11 Sept 2019
AMFI Code147624
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 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 - Regular Plan is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹998 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.05%.
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