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 245 in category.
Fund basics
| Category | Equity: Index |
|---|
| NAV | ₹18.47 (as of 2026-10-01) |
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| AUM | ₹2,410 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 | 0.54 |
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| Standard deviation | 24.35% |
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| Max drawdown | −29.96% |
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| Alpha | 2.12 |
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| Beta | 1.09 |
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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 | 9.5% |
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| Top 10 holdings | 16.0% |
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| Total holdings | 251 |
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Top holdings
- Sterlite Technologies Limited. — 2.2%
- Cupid Limited — 2.0%
- TD Power Systems Limited — 1.9%
- Sansera Engineering Limited — 1.8%
- MTAR Technologies Limited — 1.6%
- Astra Microwave Products Ltd. — 1.5%
- Ujjivan Small Finance Bank Limited — 1.4%
- Karnataka Bank Ltd. — 1.3%
- South Indian Bank Ltd. — 1.2%
- Shilpa Medicare Ltd. — 1.2%
Top sectors
- Industrial Products — 11.8%
- Banking & Financial — 8.6%
- Consumer Durables — 8.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 13.7% | — | — |
| 2025 | −11.4% | — | — |
| 2024 | 32.5% | — | — |