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

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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 3.07 -1.44 34.97 24.27 30.81 30.61
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 34.97 24.27 30.81 0.36 820.15
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 25.72 16.79 19.59 0.20 2,021.65
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 32.31 24.10 28.78 0.30 1,894
Axis Nifty 100 Index Fund - Direct Plan - Growth Option Oct 18, 2019 23.35 14.57 17.10 0.21 1,662.06
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 14.69 14.57 11.23 0.33 607.58
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Jan 01, 2013 28.70 17.52 19.78 0.56 94.93

Fund Holdings as on 30-November-2024

  • Multi Commodity Exchange of India Limited

  • Central Depository Services (India) Limited

  • Crompton Greaves Consumer Electricals Limited

  • Blue Star Limited

  • Computer Age Management Services Limited

  • Glenmark Pharmaceuticals Limited

  • Laurus Labs Limited

  • National Aluminium Company Limited

  • 360 One WAM Limited

  • Radico Khaitan Limited

  • Karur Vysya Bank Limited

  • Brigade Enterprises Limited

  • Apar Industries Limited

  • Angel One Limited

  • Suven Pharmaceuticals Limited

  • Piramal Pharma Limited

  • Kaynes Technology India Limited

  • Cholamandalam Financial Holdings Limited

  • Amara Raja Energy & Mobility Ltd

  • Cyient Limited

  • NCC Limited

  • Krishna Institute Of Medical Sciences Limited

  • Aditya Birla Real Estate Limited

  • Piramal Enterprises Limited

  • Elgi Equipments Limited

  • Motilal Oswal Financial Services Limited

  • KFin Technologies Limited

  • Indian Energy Exchange Limited

  • City Union Bank Limited

  • The Ramco Cements Limited

  • KEC International Limited

  • Himadri Speciality Chemical Limited

  • Natco Pharma Limited

  • Inox Wind Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Navin Fluorine International Limited

  • Sonata Software Limited

  • Kalpataru Projects International Limited

  • Zee Entertainment Enterprises Limited

  • Redington Limited

  • Atul Limited

  • HFCL Limited

  • Firstsource Solutions Limited

  • Whirlpool of India Limited

  • Amber Enterprises India Limited

  • Aegis Logistics Limited

  • Sammaan Capital Limited

  • Dr. Lal Path Labs Limited

  • CESC Limited

  • GE Vernova T&D India Limited

  • PVR INOX Limited

  • The Great Eastern Shipping Company Limited

  • Aster DM Healthcare Limited

  • Poly Medicure Limited

  • NBCC (India) Limited

  • Affle (India) Limited

  • Gujarat State Petronet Limited

  • Praj Industries Limited

  • Welspun Corp Limited

  • Tejas Networks Limited

  • Kajaria Ceramics Limited

  • Ramkrishna Forgings Limited

  • IIFL Finance Limited

  • Castrol India Limited

  • Titagarh Rail Systems Limited

  • Birlasoft Limited

  • Aavas Financiers Limited

  • Jubilant Pharmova Limited

  • Kirloskar Oil Engines Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • RBL Bank Limited

  • PNB Housing Finance Limited

  • Hindustan Copper Limited

  • Aarti Industries Limited

  • Bata India Limited

  • Anant Raj Limited

  • Ratnamani Metals & Tubes Limited

  • Jaiprakash Power Ventures Limited

  • Vedant Fashions Limited

  • Finolex Cables Limited

  • EID Parry India Limited

  • Zensar Technologies Limited

  • Narayana Hrudayalaya Limited

  • Triveni Turbine Limited

  • Manappuram Finance Limited

  • Granules India Limited

  • Swan Energy Limited

  • Five Star Business Finance Limited

  • EIH Limited

  • BEML Limited

  • Pfizer Limited

  • Gillette India Limited

  • Rainbow Childrens Medicare Limited

  • Chambal Fertilizers & Chemicals Limited

  • Godfrey Phillips India Limited

  • PCBL Limited

  • Finolex Industries Limited

  • V-Guard Industries Limited

  • Asahi India Glass Limited

  • eClerx Services Limited

  • Data Patterns (India) Limited

  • Techno Electric & Engineering Company Limited

  • Newgen Software Technologies Limited

  • Anand Rathi Wealth Limited

  • ICICI Securities Limited

  • Indiamart Intermesh Limited

  • Jindal Saw Limited

  • Sapphire Foods India Limited

  • Equitas Small Finance Bank Limited

  • HBL Power Systems Limited

  • Concord Biotech Limited

  • Can Fin Homes Limited

  • Eris Lifesciences Limited

  • BASF India Limited

  • IRCON International Limited

  • Mahanagar Gas Limited

  • Sumitomo Chemical India Limited

  • Balrampur Chini Mills Limited

  • Jupiter Wagons Limited

  • Devyani International Limited

  • Olectra Greentech Limited

  • Ujjivan Small Finance Bank Limited

  • CEAT Limited

  • Intellect Design Arena Limited

  • Lemon Tree Hotels Limited

  • Usha Martin Limited

  • Aptus Value Housing Finance India Limited

  • Chalet Hotels Limited

  • Craftsman Automation Limited

  • Aditya Birla Sun Life AMC Limited

  • Go Digit General Insurance Limited

  • PTC Industries Limited

  • Alembic Pharmaceuticals Limited

  • CIE Automotive India Limited

  • Sobha Limited

  • Nuvama Wealth Management Limited

  • Happiest Minds Technologies Limited

  • Shyam Metalics and Energy Limited

  • Jubilant Ingrevia Limited

  • Sanofi India Limited

  • Kirloskar Brothers Limited

  • Jyothy Labs Limited

  • CCL Products (India) Limited

  • Kansai Nerolac Paints Limited

  • Metropolis Healthcare Limited

  • Vijaya Diagnostic Centre Limited

  • Engineers India Limited

  • JM Financial Limited

  • Raymond Limited

  • Action Construction Equipment Limited

  • Sterling And Wilson Renewable Energy Limited

  • Gujarat Narmada Valley Fertilizers and Chemicals Limited

  • UTI Asset Management Company Limited

  • NMDC Steel Limited

  • SignatureGlobal (India) Limited

  • Capri Global Capital Limited

  • Elecon Engineering Company Limited

  • Network18 Media & Investments Limited

  • JK Tyre & Industries Limited

  • Westlife Foodworld Limited

  • Gujarat Pipavav Port Limited

  • Tanla Platforms Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Gujarat State Fertilizers & Chemicals Limited

  • Home First Finance Company India Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Vardhman Textiles Limited

  • Schneider Electric Infrastructure Limited

  • JK Lakshmi Cement Limited

  • Mastek Limited

  • CreditAccess Grameen Limited

  • Vinati Organics Limited

  • KNR Constructions Limited

  • Godawari Power And Ispat limited

  • The India Cements Limited

  • Doms Industries Limited

  • Quess Corp Limited

  • BLS International Services Limited

  • R R Kabel Limited

  • Blue Dart Express Limited

  • Caplin Point Laboratories Limited

  • Century Plyboards (India) Limited

  • KSB Limited

  • The Jammu & Kashmir Bank Limited

  • Cera Sanitaryware Limited

  • Bombay Burmah Trading Corporation Limited

  • Welspun Living Limited

  • Trident Limited

  • Archean Chemical Industries Limited

  • IFCI Limited

  • AstraZeneca Pharma India Limited

  • G R Infraprojects Limited

  • Fine Organic Industries Limited

  • Minda Corporation Limited

  • Shipping Corporation Of India Limited

  • Tata Teleservices (Maharashtra) Limited

  • Netweb Technologies India Limited

  • Saregama India Limited

  • RITES Limited

  • Jyoti CNC Automation Ltd

  • Mahindra Lifespace Developers Limited

  • HEG Limited

  • RailTel Corporation of India Limited

  • Chemplast Sanmar Limited

  • Aadhar Housing Finance Limited

  • Birla Corporation Limited

  • Nuvoco Vistas Corporation Limited

  • Graphite India Limited

  • VIP Industries Limited

  • Cello World Limited

  • Triveni Engineering & Industries Limited

  • Valor Estate Limited

  • Shree Renuka Sugars Limited

  • Syrma SGS Technology Limited

  • Central Bank of India

  • PNC Infratech Limited

  • Rajesh Exports Limited

  • Latent View Analytics Limited

  • JBM Auto Limited

  • RHI Magnesita India Limited

  • Honasa Consumer Limited

  • Chennai Petroleum Corporation Limited

  • Clean Science and Technology Limited

  • Gujarat Mineral Development Corporation Limited

  • SBFC Finance Limited

  • Indegene Limited

  • ITI Limited

  • Alkyl Amines Chemicals Limited

  • Maharashtra Seamless Limited

  • Alok Industries Limited

  • Inox India Limited

  • Rashtriya Chemicals and Fertilizers Limited

  • Tvs Supply Chain Solutions Limited

  • UCO Bank

  • C.E. Info Systems Limited

  • Just Dial Limited

  • Godrej Agrovet Limited

  • Avanti Feeds Limited

  • RattanIndia Enterprises Limited

  • Campus Activewear Limited

  • Balaji Amines Limited

  • Easy Trip Planners Limited

  • Sun Pharma Advanced Research Company Limited

  • TBO Tek Limited

  • Varroc Engineering Limited

  • Collateralized Borrowing & Lending Obligation

  • Emcure Pharmaceuticals Limited

  • Gujarat Ambuja Exports Limited

  • Route Mobile Limited

  • MMTC Limited

  • Akums Drugs and Pharmaceuticals Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Chemicals

  • Engineering - Construction

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Depository Services

  • Bank - Private

  • Electric Equipment

  • Construction - Real Estate

  • Finance - Housing

  • Steel & Iron Products

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Finance - Investment

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Power Generation/Distribution

  • BPO/ITeS

  • Finance - Others

  • Fertilizers

  • Textile

  • Cement & Construction Materials

  • Batteries

  • Sugar

  • Household & Personal Products

  • Consumer Food

  • Aluminium & Aluminium Products

  • Hotel, Resort & Restaurants

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Compressors / Pumps

  • Electronics - Components

  • Diversified

  • Trading

  • TV Broadcasting & Software Production

  • Railways Wagons

  • Shipping

  • Pesticides & Agrochemicals

  • Forgings

  • Auto Ancillary

  • Film Production, Distribution & Entertainment

  • Ceramics/Marble/Granite/Sanitaryware

  • Cable

  • Construction Vehicles

  • Logistics

  • Telecommunication - Equipment

  • Tyres & Allied

  • Finance - Asset Management

  • Medical Equipment/Supplies/Accessories

  • Footwear

  • Telecom-Infrastructure

  • Lubricants

  • Metal - Non Ferrous

  • Engineering

  • Cigarettes/Tobacco

  • Plastic Products

  • Glass

  • Business Support

  • e-Commerce

  • Carbon Black

  • Professional Services

  • Telecommunication - Service Provider

  • Electrodes & Welding Equipment

  • Defence

  • Automobiles-Trucks/Lcv

  • Castings/Forgings

  • Bank - Public

  • Insurance

  • Paints

  • Port

  • Textile - Weaving

  • Wood & Wood Products

  • Restaurants

  • Ship Building

  • Tea/Coffee

  • Agriculture

  • Courier Services

  • Printing & Stationery

  • Travel Services

  • Textile - Spinning

  • IT - Hardware

  • Finance Term Lending

  • Refractories

  • Diamond & Jewellery

  • 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 ₹845.04 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 ₹0.19(0.48%)yesterday to ₹40.6532.

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