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OmniAsset › Mutual funds › Motilal Oswal Nifty Smallcap 250 Index Fund

Motilal Oswal Nifty Smallcap 250 Index Fund

Index Fund fund benchmarked to Nifty Smallcap 250 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202640.9298
CategoryIndex Fund
PlanDirect · Growth
Launched19 Aug 2019
Risk labelthe scheme's own riskometerVery high
Legal benchmarkSEBI Tier-1Nifty Smallcap 250 TRI
Expense ratiodirect plan, a year0.39%
AUM₹841 Cr
Growth of ₹10,000₹20,5522 Sep 2021 to 2 Sep 2026
₹20,865₹17,785₹14,705₹11,625₹8,545Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹20,552 (+15.5% a year) Motilal Oswal Nifty Smallcap 250 Index Fund

Performance (trailing, annualised)

1Y annualised8.62%
3Y annualised15.16%
5Y annualised15.50%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,31,73118.54%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,16,2809.66%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,84,94915.54%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202161.24%
Calendar 2022-3.42%
Calendar 202348.32%
Calendar 202426.46%
Calendar 2025-5.63%

Rolling returns

Rolling 1Y · average309 windows since 15 Sep 202029.24%
Rolling 1Y · median19.38%
Rolling 1Y · worst window-11.76%
Rolling 1Y · best window129.31%
Rolling 1Y · windows positive79%
Rolling 3Y · average206 windows since 13 Sep 202225.72%
Rolling 3Y · median24.83%
Rolling 3Y · worst window13.13%
Rolling 3Y · best window41.37%
Rolling 3Y · windows positive100%
Rolling 5Y · average102 windows since 13 Sep 202425.52%
Rolling 5Y · median27.00%
Rolling 5Y · worst window14.71%
Rolling 5Y · best window38.61%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)19.28%
Downside deviation (3Y)14.59%
Maximum drawdown-26.16%

Management

Fund managerMr. Swapnil Mayekar
Managing since6 Sep 2019

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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