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 | ₹17.37 (as of 2026-10-22) |
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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 | 0.49 |
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| Standard deviation | 24.42% |
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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 | 7.2% |
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| Top 10 holdings | 12.9% |
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| Total holdings | 253 |
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Top holdings
- Astra Microwave Products Ltd. — 1.6%
- Ujjivan Small Finance Bank Limited — 1.4%
- Sundram Fasteners Ltd. — 1.4%
- South Indian Bank Ltd. — 1.4%
- Karnataka Bank Ltd. — 1.4%
- Shilpa Medicare Ltd. — 1.4%
- Tamilnad Mercantile Bank Limited — 1.1%
- VA Tech Wabag Limited — 1.1%
- Grindwell Norton Ltd. — 1.0%
- Edelweiss Financial Services Ltd. — 1.0%
Top sectors
- Industrial Products — 11.5%
- Banking & Financial — 8.4%
- Pharma & Biotech — 7.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 6.9% | — | — |
| 2025 | −11.4% | — | — |
| 2024 | 32.5% | — | — |