Motilal Oswal Nifty Smallcap 250 Index Fund
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Growthvine rating: 4/5 — ranked #29 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹37.53 (as of 2026-10-01) |
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| AUM | ₹1,253 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
| 5-year annualised return | 12.76% |
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| Sharpe ratio | 0.48 |
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| Standard deviation | 21.77% |
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| Max drawdown | −42.50% |
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| Alpha | 0.53 |
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| Beta | 1 |
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Market cap allocation
| Large cap | 0.0% |
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| Mid cap | 7.3% |
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| Small cap | 92.7% |
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Concentration
| Top 5 holdings | 7.5% |
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| Top 10 holdings | 13.2% |
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| Total holdings | 250 |
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Top holdings
- Sona BLW Precision Forgings Limited — 1.6%
- Ather Energy Limited — 1.5%
- Karur Vysya Bank Ltd. — 1.5%
- Navin Fluorine International Limited — 1.4%
- Welspun Corp Limited — 1.4%
- Piramal Finance Limited — 1.3%
- Delhivery Limited — 1.1%
- HFCL LIMITED — 1.1%
- Central Depository Services (India) Ltd. — 1.1%
- RBL Bank Limited — 1.1%
Top sectors
- Banking & Financial — 11.2%
- Industrial Products — 10.2%
- Finance & Investments — 9.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 5.0% | — | — |
| 2025 | −6.3% | — | — |
| 2024 | 25.6% | — | — |
| 2023 | 47.3% | — | — |
| 2022 | −4.1% | — | — |