Motilal Oswal Nifty Microcap 250 Index Fund
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index, subject to tracking error.
Growthvine rating: 4/5 — ranked #37 of 244 in category.
Fund basics
| Category | Equity: Index |
|---|
| NAV | ₹18.87 (as of 2026-08-21) |
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| AUM | ₹2,453 Cr |
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| Expense ratio | 0.90% |
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| Riskometer | Very High |
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| Fund manager | Swapnil P Mayekar |
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| Exit load | 1% for redemption within 15 days |
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Performance & risk
| Sharpe ratio | 0.59 |
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| Standard deviation | 24.73% |
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| Max drawdown | -29.96% |
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| Alpha | 2.74 |
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| Beta | 1.1 |
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Market cap allocation
| Large cap | 0.0% |
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| Mid cap | 0.0% |
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| Small cap | 100.0% |
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Concentration
| Top 5 holdings | 8.3% |
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| Top 10 holdings | 14.8% |
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| Total holdings | 251 |
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Top holdings
- Sterlite Technologies Limited. — 1.8%
- Astra Microwave Products Ltd. — 1.7%
- Cupid Limited — 1.7%
- Sansera Engineering Limited — 1.6%
- Ujjivan Small Finance Bank Limited — 1.5%
- TD Power Systems Ltd — 1.4%
- MTAR Technologies Limited — 1.4%
- South Indian Bank Ltd. — 1.3%
- Karnataka Bank Ltd. — 1.2%
- Tamilnad Mercantile Bank Limited — 1.1%
Top sectors
- Industrial Products — 12.1%
- Banking & Financial — 8.7%
- Consumer Durables — 8.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 16.2% | — | — |
| 2025 | -11.4% | — | — |
| 2024 | 32.5% | — | — |