Motilal Oswal Nifty Smallcap 250 Index Fund - Growth - Direct Plan

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  • Net Change on 25-04-2025

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 52 Week High Nav Date

Fund Objective

The Scheme seeks investment return that corresponds (before fees and expenses) generally to the performance of the Nifty Smallcap 250 Index (Underlying Index), subject to tracking error.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 2.35 -2.84 -1.21 17.87 34.45 24.66
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 -1.21 17.87 34.45 0.36 791.62
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 5.31 14.88 24.37 0.20 2,102.31
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 6.03 21.41 32.53 0.30 1,986.88
Axis Nifty 100 Index Fund - Direct Plan - Growth Option Oct 18, 2019 6.28 13.40 22.22 0.21 1,715.36
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 13.44 15.53 22.92 0.33 593.54
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Jan 01, 2013 3.35 15.48 25.06 0.52 98.89

Fund Holdings as on 31-March-2025

  • Collateralized Borrowing & Lending Obligation

  • Multi Commodity Exchange of India Limited

  • Laurus Labs Limited

  • Crompton Greaves Consumer Electricals Limited

  • Central Depository Services (India) Limited

  • Radico Khaitan Limited

  • Computer Age Management Services Limited

  • Cholamandalam Financial Holdings Limited

  • Karur Vysya Bank Limited

  • Krishna Institute Of Medical Sciences Limited

  • Amber Enterprises India Limited

  • Navin Fluorine International Limited

  • Suven Pharmaceuticals Limited

  • Redington Limited

  • PNB Housing Finance Limited

  • Piramal Pharma Limited

  • Tata Chemicals Limited

  • Brigade Enterprises Limited

  • Five Star Business Finance Limited

  • Angel One Limited

  • Indian Energy Exchange Limited

  • PG Electroplast Limited

  • Delhivery Limited

  • Kaynes Technology India Limited

  • Manappuram Finance Limited

  • Amara Raja Energy & Mobility Ltd

  • Reliance Power Limited

  • Aavas Financiers Limited

  • KFin Technologies Limited

  • Piramal Enterprises Limited

  • Wockhardt Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Carborundum Universal Limited

  • Narayana Hrudayalaya Limited

  • Welspun Corp Limited

  • City Union Bank Limited

  • The Ramco Cements Limited

  • Kalpataru Projects International Limited

  • Inox Wind Limited

  • Aster DM Healthcare Limited

  • Firstsource Solutions Limited

  • Cyient Limited

  • Elgi Equipments Limited

  • Neuland Laboratories Limited

  • RBL Bank Limited

  • Aditya Birla Real Estate Limited

  • Affle (India) Limited

  • KEC International Limited

  • Aegis Logistics Limited

  • Poonawalla Fincorp Limited

  • Himadri Speciality Chemical Limited

  • Timken India Limited

  • Castrol India Limited

  • Atul Limited

  • Gujarat State Petronet Limited

  • CESC Limited

  • Chambal Fertilizers & Chemicals Limited

  • The Great Eastern Shipping Company Limited

  • Dr. Lal Path Labs Limited

  • Godfrey Phillips India Limited

  • Zee Entertainment Enterprises Limited

  • Nuvama Wealth Management Limited

  • PTC Industries Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Jyoti CNC Automation Ltd

  • SKF India Limited

  • JSW Holdings Limited

  • NCC Limited

  • Poly Medicure Limited

  • NBCC (India) Limited

  • Sammaan Capital Limited

  • EID Parry India Limited

  • Zensar Technologies Limited

  • Aarti Industries Limited

  • Ramkrishna Forgings Limited

  • Mahanagar Gas Limited

  • Bata India Limited

  • Eris Lifesciences Limited

  • Nava Limited

  • IIFL Finance Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • PCBL Chemical Limited

  • Authum Investment And Infrastructure Limited

  • HFCL Limited

  • Hindustan Copper Limited

  • Natco Pharma Limited

  • Kajaria Ceramics Limited

  • Anand Rathi Wealth Limited

  • Granules India Limited

  • EIH Limited

  • Rainbow Childrens Medicare Limited

  • Sapphire Foods India Limited

  • Finolex Cables Limited

  • Sumitomo Chemical India Limited

  • Praj Industries Limited

  • Jubilant Pharmova Limited

  • Jaiprakash Power Ventures Limited

  • Zen Technologies Limited

  • Sonata Software Limited

  • Anant Raj Limited

  • Asahi India Glass Limited

  • Home First Finance Company India Limited

  • Gillette India Limited

  • PVR INOX Limited

  • V-Guard Industries Limited

  • Go Digit General Insurance Limited

  • Triveni Turbine Limited

  • Titagarh Rail Systems Limited

  • Birlasoft Limited

  • Lemon Tree Hotels Limited

  • Indiamart Intermesh Limited

  • Newgen Software Technologies Limited

  • Balrampur Chini Mills Limited

  • Jindal Saw Limited

  • Intellect Design Arena Limited

  • Bayer Cropscience Limited

  • BEML Limited

  • Whirlpool of India Limited

  • Aptus Value Housing Finance India Limited

  • Pfizer Limited

  • Tejas Networks Limited

  • CEAT Limited

  • Swan Energy Limited

  • Devyani International Limited

  • Craftsman Automation Limited

  • Kirloskar Oil Engines Limited

  • Shyam Metalics and Energy Limited

  • eClerx Services Limited

  • Usha Martin Limited

  • Chalet Hotels Limited

  • Transformers And Rectifiers (India) Limited

  • Can Fin Homes Limited

  • Concord Biotech Limited

  • Sobha Limited

  • Indegene Limited

  • Gravita India Limited

  • DCM Shriram Limited

  • HBL Engineering Limited

  • AstraZeneca Pharma India Limited

  • Brainbees Solutions Ltd

  • LT Foods Limited

  • Alembic Pharmaceuticals Limited

  • Doms Industries Limited

  • Action Construction Equipment Limited

  • Finolex Industries Limited

  • IRCON International Limited

  • CreditAccess Grameen Limited

  • BASF India Limited

  • Techno Electric & Engineering Company Limited

  • Jupiter Wagons Limited

  • Data Patterns (India) Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Afcons Infrastructure Limited

  • Happiest Minds Technologies Limited

  • Jubilant Ingrevia Limited

  • BLS International Services Limited

  • Vijaya Diagnostic Centre Limited

  • Olectra Greentech Limited

  • Westlife Foodworld Limited

  • Vedant Fashions Limited

  • Sarda Energy & Minerals Limited

  • Kansai Nerolac Paints Limited

  • Raymond Limited

  • Aditya Birla Sun Life AMC Limited

  • Jyothy Labs Limited

  • Aadhar Housing Finance Limited

  • Godawari Power And Ispat limited

  • Engineers India Limited

  • UTI Asset Management Company Limited

  • IDBI Bank Limited

  • Kirloskar Brothers Limited

  • Minda Corporation Limited

  • Century Plyboards (India) Limited

  • SignatureGlobal (India) Limited

  • Capri Global Capital Limited

  • Welspun Living Limited

  • Quess Corp Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • The Jammu & Kashmir Bank Limited

  • HEG Limited

  • Metropolis Healthcare Limited

  • Vardhman Textiles Limited

  • Caplin Point Laboratories Limited

  • Fertilizers and Chemicals Travancore Limited

  • Elecon Engineering Company Limited

  • CCL Products (India) Limited

  • Schneider Electric Infrastructure Limited

  • Saregama India Limited

  • JM Financial Limited

  • NMDC Steel Limited

  • Gujarat Pipavav Port Limited

  • JK Tyre & Industries Limited

  • Valor Estate Limited

  • Mastek Limited

  • Blue Dart Express Limited

  • Sai Life Sciences Limited

  • The India Cements Limited

  • Tanla Platforms Limited

  • Alivus Life Sciences Limited

  • KNR Constructions Limited

  • Triveni Engineering & Industries Limited

  • Cera Sanitaryware Limited

  • Godrej Agrovet Limited

  • Graphite India Limited

  • Honasa Consumer Limited

  • Sterling And Wilson Renewable Energy Limited

  • R R Kabel Limited

  • TBO Tek Limited

  • RHI Magnesita India Limited

  • Bombay Burmah Trading Corporation Limited

  • SBFC Finance Limited

  • RITES Limited

  • Chennai Petroleum Corporation Limited

  • Trident Limited

  • PNC Infratech Limited

  • Maharashtra Seamless Limited

  • Network18 Media & Investments Limited

  • Raymond Lifestyle Limited

  • Tata Teleservices (Maharashtra) Limited

  • Syrma SGS Technology Limited

  • Shipping Corporation Of India Limited

  • IFCI Limited

  • Indian Overseas Bank

  • RailTel Corporation of India Limited

  • Latent View Analytics Limited

  • Clean Science and Technology Limited

  • Inventurus Knowledge Solutions Limited

  • Central Bank of India

  • Niva Bupa Health Insurance Company Limited

  • Netweb Technologies India Limited

  • ITI Limited

  • C.E. Info Systems Limited

  • JBM Auto Limited

  • Sagility India Limited

  • Inox India Limited

  • Alkyl Amines Chemicals Limited

  • Shree Renuka Sugars Limited

  • Gujarat Mineral Development Corporation Limited

  • International Gemmological Institute India Ltd

  • Emcure Pharmaceuticals Limited

  • UCO Bank

  • Alok Industries Limited

  • Campus Activewear Limited

  • Just Dial Limited

  • Rashtriya Chemicals and Fertilizers Limited

  • Acme Solar Holdings Ltd

  • Route Mobile Limited

  • RattanIndia Enterprises Limited

  • Akums Drugs and Pharmaceuticals Limited

  • MMTC Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Chemicals

  • Hospital & Healthcare Services

  • IT - Software

  • Finance - Housing

  • Finance - NBFC

  • Engineering - Construction

  • Depository Services

  • Power Generation/Distribution

  • Finance - Investment

  • Bank - Private

  • Steel & Iron Products

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Finance - Stock Broking

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Electric Equipment

  • Textile

  • Consumer Food

  • Auto Ancillary

  • Sugar

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Bearings

  • Trading

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Batteries

  • Courier Services

  • Finance - Others

  • Electronics - Components

  • Diversified

  • Fertilizers

  • Compressors / Pumps

  • Cement & Construction Materials

  • Air Conditioners

  • Metal - Non Ferrous

  • Shipping

  • TV Broadcasting & Software Production

  • Defence

  • e-Commerce

  • Abrasives

  • Construction Vehicles

  • Railways Wagons

  • Household & Personal Products

  • Film Production, Distribution & Entertainment

  • Ceramics/Marble/Granite/Sanitaryware

  • Cable

  • Logistics

  • Lubricants

  • Tyres & Allied

  • Footwear

  • Cigarettes/Tobacco

  • Castings/Forgings

  • Insurance

  • Finance - Asset Management

  • Business Support

  • Medical Equipment/Supplies/Accessories

  • Telecommunication - Equipment

  • Forgings

  • Carbon Black

  • Electrodes & Welding Equipment

  • Telecom-Infrastructure

  • Bank - Public

  • Glass

  • Professional Services

  • Telecommunication - Service Provider

  • Printing & Stationery

  • Plastic Products

  • Ship Building

  • Restaurants

  • Textile - Weaving

  • Paints

  • Automobiles-Trucks/Lcv

  • Engineering

  • Wood & Wood Products

  • Tea/Coffee

  • Port

  • Animal Feed

  • Agriculture

  • Engineering Consultancy

  • Refractories

  • Travel Services

  • Textile - Spinning

  • Refineries

  • Finance Term Lending

  • IT - Hardware

  • Mining & Minerals

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Nifty Smallcap 250 Index Fund

Scheme Analysis

Motilal Oswal Nifty Smallcap 250 Index Fund is a Index Funds - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 06-Sep-2019 and currently has an AUM of ₹791.62 crore. Motilal Oswal Nifty Smallcap 250 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of Motilal Oswal Nifty Smallcap 250 Index Fund ended down ₹-0.87(-2.46%)yesterday to ₹34.6552.

Among its top 3 holdings the fund has exposure to Collateralized Borrowing & Lending Obligation, and

The Motilal Oswal Nifty Smallcap 250 Index Fund is managed by Swapnil P Mayekar and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161