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

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

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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 - Regular Plan -8.40 -6.27 10.77 16.51 24.80 26.10
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 - Regular Plan Sep 06, 2019 10.77 16.51 24.80 1.04 868.82
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 8.87 12.03 16.40 0.88 2,065.79
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 11.03 19.09 24.23 1.00 2,059.62
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 8.52 10.08 14.22 0.92 1,689.53
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 6.50 8.87 9.11 1.00 603.83
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 10.48 13.34 17.11 1.04 96.69

Fund Holdings as on 31-December-2024

  • Multi Commodity Exchange of India Limited

  • Central Depository Services (India) Limited

  • Blue Star Limited

  • Crompton Greaves Consumer Electricals Limited

  • 360 One WAM Limited

  • Computer Age Management Services Limited

  • Glenmark Pharmaceuticals Limited

  • Laurus Labs Limited

  • GE Vernova T&D India Limited

  • Radico Khaitan Limited

  • Kaynes Technology India Limited

  • National Aluminium Company Limited

  • KFin Technologies Limited

  • Apar Industries Limited

  • Brigade Enterprises Limited

  • Karur Vysya Bank Limited

  • Angel One Limited

  • Piramal Pharma Limited

  • KEC International Limited

  • Cyient Limited

  • Kalpataru Projects International Limited

  • Amara Raja Energy & Mobility Ltd

  • Krishna Institute Of Medical Sciences Limited

  • Suven Pharmaceuticals Limited

  • Five Star Business Finance Limited

  • Motilal Oswal Financial Services Limited

  • Amber Enterprises India Limited

  • Himadri Speciality Chemical Limited

  • Indian Energy Exchange Limited

  • Cholamandalam Financial Holdings Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Piramal Enterprises Limited

  • Aditya Birla Real Estate Limited

  • Elgi Equipments Limited

  • City Union Bank Limited

  • Natco Pharma Limited

  • The Ramco Cements Limited

  • Inox Wind Limited

  • PNB Housing Finance Limited

  • Redington Limited

  • Firstsource Solutions Limited

  • CESC Limited

  • Sonata Software Limited

  • Anant Raj Limited

  • Jyoti CNC Automation Ltd

  • Whirlpool of India Limited

  • Navin Fluorine International Limited

  • Aster DM Healthcare Limited

  • Affle (India) Limited

  • Dr. Lal Path Labs Limited

  • Zee Entertainment Enterprises Limited

  • NCC Limited

  • Atul Limited

  • Newgen Software Technologies Limited

  • Welspun Corp Limited

  • Gujarat State Petronet Limited

  • Sammaan Capital Limited

  • Manappuram Finance Limited

  • HFCL Limited

  • Aegis Logistics Limited

  • Praj Industries Limited

  • Swan Energy Limited

  • Poly Medicure Limited

  • Kajaria Ceramics Limited

  • NBCC (India) Limited

  • Aavas Financiers Limited

  • IIFL Finance Limited

  • Castrol India Limited

  • The Great Eastern Shipping Company Limited

  • RBL Bank Limited

  • PVR INOX Limited

  • Tejas Networks Limited

  • Ramkrishna Forgings Limited

  • Birlasoft Limited

  • EID Parry India Limited

  • EIH Limited

  • Finolex Cables Limited

  • Titagarh Rail Systems Limited

  • Bata India Limited

  • Narayana Hrudayalaya Limited

  • Intellect Design Arena Limited

  • Zensar Technologies Limited

  • Granules India Limited

  • Kirloskar Oil Engines Limited

  • Jaiprakash Power Ventures Limited

  • Asahi India Glass Limited

  • Jubilant Pharmova Limited

  • Aarti Industries Limited

  • Triveni Turbine Limited

  • Nuvama Wealth Management Limited

  • Ratnamani Metals & Tubes Limited

  • Hindustan Copper Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Pfizer Limited

  • PCBL Limited

  • Techno Electric & Engineering Company Limited

  • Vedant Fashions Limited

  • BEML Limited

  • Gillette India Limited

  • Sapphire Foods India Limited

  • V-Guard Industries Limited

  • Chambal Fertilizers & Chemicals Limited

  • Lemon Tree Hotels Limited

  • Rainbow Childrens Medicare Limited

  • eClerx Services Limited

  • Devyani International Limited

  • Mahanagar Gas Limited

  • Data Patterns (India) Limited

  • Concord Biotech Limited

  • Equitas Small Finance Bank Limited

  • Finolex Industries Limited

  • Eris Lifesciences Limited

  • Godfrey Phillips India Limited

  • ICICI Securities Limited

  • IRCON International Limited

  • HBL Engineering Limited

  • Anand Rathi Wealth Limited

  • PTC Industries Limited

  • Chalet Hotels Limited

  • Indiamart Intermesh Limited

  • CEAT Limited

  • Jupiter Wagons Limited

  • Jindal Saw Limited

  • Craftsman Automation Limited

  • Sumitomo Chemical India Limited

  • Go Digit General Insurance Limited

  • Usha Martin Limited

  • Can Fin Homes Limited

  • Sobha Limited

  • BASF India Limited

  • Action Construction Equipment Limited

  • Ujjivan Small Finance Bank Limited

  • Collateralized Borrowing & Lending Obligation

  • Jubilant Ingrevia Limited

  • Balrampur Chini Mills Limited

  • Aditya Birla Sun Life AMC Limited

  • CIE Automotive India Limited

  • Alembic Pharmaceuticals Limited

  • Happiest Minds Technologies Limited

  • Olectra Greentech Limited

  • BLS International Services Limited

  • Sterling And Wilson Renewable Energy Limited

  • Aptus Value Housing Finance India Limited

  • Raymond Limited

  • Elecon Engineering Company Limited

  • Sanofi India Limited

  • UTI Asset Management Company Limited

  • Jyothy Labs Limited

  • Metropolis Healthcare Limited

  • Westlife Foodworld Limited

  • SignatureGlobal (India) Limited

  • Kansai Nerolac Paints Limited

  • CCL Products (India) Limited

  • JK Tyre & Industries Limited

  • JM Financial Limited

  • Kirloskar Brothers Limited

  • Vardhman Textiles Limited

  • JK Lakshmi Cement Limited

  • Shyam Metalics and Energy Limited

  • Caplin Point Laboratories Limited

  • Vijaya Diagnostic Centre Limited

  • Home First Finance Company India Limited

  • KNR Constructions Limited

  • Engineers India Limited

  • NMDC Steel Limited

  • Gujarat Pipavav Port Limited

  • Godawari Power And Ispat limited

  • Mastek Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Welspun Living Limited

  • Tanla Platforms Limited

  • The India Cements Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • CreditAccess Grameen Limited

  • Network18 Media & Investments Limited

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • Capri Global Capital Limited

  • R R Kabel Limited

  • Vinati Organics Limited

  • AstraZeneca Pharma India Limited

  • The Jammu & Kashmir Bank Limited

  • Century Plyboards (India) Limited

  • Schneider Electric Infrastructure Limited

  • Gujarat State Fertilizers & Chemicals Limited

  • Netweb Technologies India Limited

  • Cera Sanitaryware Limited

  • HEG Limited

  • Quess Corp Limited

  • Aadhar Housing Finance Limited

  • Blue Dart Express Limited

  • Trident Limited

  • KSB Limited

  • IFCI Limited

  • Doms Industries Limited

  • Minda Corporation Limited

  • RITES Limited

  • Triveni Engineering & Industries Limited

  • Archean Chemical Industries Limited

  • Valor Estate Limited

  • Tata Teleservices (Maharashtra) Limited

  • Graphite India Limited

  • PNC Infratech Limited

  • ITI Limited

  • Bombay Burmah Trading Corporation Limited

  • G R Infraprojects Limited

  • Chemplast Sanmar Limited

  • Syrma SGS Technology Limited

  • Shipping Corporation Of India Limited

  • RailTel Corporation of India Limited

  • Birla Corporation Limited

  • Saregama India Limited

  • Nuvoco Vistas Corporation Limited

  • Honasa Consumer Limited

  • Mahindra Lifespace Developers Limited

  • Latent View Analytics Limited

  • Fine Organic Industries Limited

  • Cello World Limited

  • Central Bank of India

  • Clean Science and Technology Limited

  • VIP Industries Limited

  • Shree Renuka Sugars Limited

  • Rajesh Exports Limited

  • JBM Auto Limited

  • SBFC Finance Limited

  • RHI Magnesita India Limited

  • Chennai Petroleum Corporation Limited

  • TBO Tek Limited

  • Maharashtra Seamless Limited

  • Indegene Limited

  • Godrej Agrovet Limited

  • Easy Trip Planners Limited

  • Avanti Feeds Limited

  • Gujarat Mineral Development Corporation Limited

  • Alok Industries Limited

  • Campus Activewear Limited

  • Tvs Supply Chain Solutions Limited

  • Inox India Limited

  • Alkyl Amines Chemicals Limited

  • UCO Bank

  • Rashtriya Chemicals and Fertilizers Limited

  • Emcure Pharmaceuticals Limited

  • Varroc Engineering Limited

  • C.E. Info Systems Limited

  • RattanIndia Enterprises Limited

  • Route Mobile Limited

  • Just Dial Limited

  • Sun Pharma Advanced Research Company Limited

  • Balaji Amines Limited

  • Gujarat Ambuja Exports Limited

  • Akums Drugs and Pharmaceuticals Limited

  • MMTC Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Engineering - Construction

  • Chemicals

  • Depository Services

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Electric Equipment

  • Construction - Real Estate

  • Bank - Private

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Finance - NBFC

  • Air Conditioners

  • Finance - Others

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Power Generation/Distribution

  • Finance - Investment

  • Textile

  • Fertilizers

  • Cement & Construction Materials

  • Electronics - Components

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Sugar

  • Batteries

  • Breweries & Distilleries

  • Household & Personal Products

  • Aluminium & Aluminium Products

  • Gas Transmission/Marketing

  • Diversified

  • Compressors / Pumps

  • Trading

  • TV Broadcasting & Software Production

  • Auto Ancillary

  • Railways Wagons

  • Forgings

  • Ceramics/Marble/Granite/Sanitaryware

  • Construction Vehicles

  • Cable

  • Pesticides & Agrochemicals

  • Telecommunication - Equipment

  • Shipping

  • Logistics

  • Film Production, Distribution & Entertainment

  • Tyres & Allied

  • Finance - Asset Management

  • Footwear

  • Telecom-Infrastructure

  • Medical Equipment/Supplies/Accessories

  • Lubricants

  • Engineering

  • Glass

  • Metal - Non Ferrous

  • Professional Services

  • Electrodes & Welding Equipment

  • Carbon Black

  • Business Support

  • Defence

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Plastic Products

  • Castings/Forgings

  • e-Commerce

  • Insurance

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Textile - Weaving

  • Travel Services

  • Tea/Coffee

  • Restaurants

  • Paints

  • Port

  • Ship Building

  • Wood & Wood Products

  • IT - Hardware

  • Courier Services

  • Textile - Spinning

  • Finance Term Lending

  • Printing & Stationery

  • Agriculture

  • Diamond & Jewellery

  • Refractories

  • Refineries

  • Mining & Minerals

  • Animal Feed

  • Solvent Extraction

  • 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 ₹868.82 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 up ₹0.28(0.81%)yesterday to ₹35.1271.

Among its top 3 holdings the fund has exposure to Multi Commodity Exchange of India Limited, and

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

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