Motilal Oswal Nifty Smallcap 250 Index Fund Regular - Growth

Fund Details

NAV 34.2397

Sub-Type Small Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 6.45

Fund Size(in Crores) 983.99

Fund Performance

1 Month -1.35%

3 Month -6.37%

6 Month -4.68%

1 Year 6.27%

3 Year 19.88%

5 Year 18.2%

Know This Fund

As on 16 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (100.01%) Market Cap Small Cap 90.34 Mid Cap 9.67 Top Sectors Financial 18.53 Healthcare 14.03 Services 13.8 Capital Goods 10.38 Chemicals 6.48 Metals & Mining 5.26 Consumer Staples 5.07 Automobile 4.97 Construction 4.04 Technology 3.8 Energy 3.39 Materials 3.37 Consumer Discretionary 3.34 Communication 1.37 Insurance 1.25 Textiles 0.5 Others 0.41 Top Holding Gujarat Mineral Development Corporation 0.25 Intellect Design Arena 0.43 Himadri Speciality Chemical 0.57 Clean Science And Technology 0.22 MCX 3.4 Lemon Tree Hotels 0.34 Delhivery 1.21 Piramal Pharma 0.5 Reliance Infrastructure 0.2 Signatureglobal (India) 0.19 NBCC (India) 0.54 Go Digit General Insurance 0.41 Aditya Birla Fashion and Retail 0.19 Cohance Lifesciences 0.33 Blue Dart Express 0.17 Gillette India 0.38 Cholamandalam Financial 0.86 Krishna Institute 0.79 Sundram Fasteners 0.55 Aegis Vopak Terminals 0.17 Devyani International 0.25 Birlasoft 0.36 Navin Fluorine International 1.18 Can Fin Homes 0.41 R R Kabel 0.24 Bandhan Bank 0.72 eClerx Services 0.52 Atul 0.52 Aditya Birla Real Estate 0.35 Century Plyboards (India) 0.26 PCBL Chemical 0.25 Usha Martin 0.39 Neuland Laboratories 0.6 Blue Jet Healthcare 0.08 Railtel Corporation 0.16 Syrma SGS Technology 0.31 Ceat 0.42 Netweb Technologies India 0.27 Gravita India 0.27 UTI Asset Mgmt 0.21 Techno Electric & Eng. Co. 0.26 BASF India 0.22 Valor Estate 0.14 Bombay Burmah Trading Corporation 0.16 Angel One 0.86 Gland Pharma 0.77 EID Parry 0.5 Asahi India Glass 0.64 Ircon International 0.28 Finolex Cables 0.29 JSW Cement 0.13 PVR Inox 0.37 Alembic Pharmaceuticals 0.23 Authum Investment & Infrastructure 0.71 BLS International Services 0.16 Brigade Enterprises 0.55 Ola Electric Mobility 0.3 Central Bank of India 0.19 Pfizer 0.36 Firstsource Solutions 0.54 ACME Solar Holdings 0.12 Alkyl Amines Chemicals 0.11 Aptus Value Housing Finance India 0.51 Godrej Agrovet 0.14 Balrampur Chini Mills 0.25 Wockhardt 0.6 Sonata Software 0.33 Chennai Petroleum Corporation 0.22 Nava 0.41 Latent View Analytics 0.15 Chalet Hotels 0.33 Eris Lifesciences 0.39 Bayer CropScience 0.3 Star Health and Allied Insurance Company 0.58 Indiamart 0.35 Sagility 0.4 Godawari Power And Ispat 0.32 Central Depository Services (India) 1.24 Aster DM Healthcare 0.68 Kaynes Technology India 0.57 ZF Commercial 0.6 Jupiter Wagons 0.23 Vedant Fashions 0.16 International Gemmological Institute 0.17 Finolex Industries 0.26 RHI Magnesita 0.14 Carborundum Universal 0.48 Zen Technologies 0.34 Hindustan Copper 1.19 KEC International 0.46 Manappuram Finance 0.82 Jaiprakash Power Ventures 0.39 Sun TV Network 0.29 NMDC Steel 0.26 IFCI 0.19 Aavas Financiers 0.31 IEX 0.53 Narayana Hrudayalaya 0.63 KSB 0.2 Anant Raj 0.41 Dr. Lal Pathlabs 0.58 Jubilant Pharmova 0.42 Welspun Corp 0.5 Anand Rathi Wealth 0.65 Sobha 0.34 NCC 0.32 Maharashtra Seamless 0.11 Astrazeneca Pharma India 0.28 Kajaria Ceramics 0.39 Niva Bupa Health Insurance Company 0.26 Emami 0.5 Sammaan Capital 0.61 Whirlpool Of India 0.25 Timken India 0.56 Titagarh Rail Systems 0.35 Redington 0.85 V-Guard Industries 0.35 Trident 0.17 Chambal Fertilisers and Chemicals 0.35 Afcons Infrastructure 0.26 Akzo Nobel India 0.2 Sapphire Foods 0.24 The Great Eastern Shipping Company 0.63 Zensar Technologies 0.39 MMTC 0.05 Aditya Birla Lifestyle Brands 0.27 Affle 3I 0.52 Brainbees Solutions 0.32 Praj Industries 0.19 Jyothy Labs 0.18 Jubilant Ingrevia 0.28 JB Chemicals 0.81 Cyient 0.51 Transformers And Rectifiers 0.13 Reliance Power 0.43 Kirloskar Oil Engines 0.51 Akums Drugs And Pharmaceuticals 0.06 Welspun Living 0.21 Tejas Networks 0.15 DCM Shriram 0.25 CCL Products 0.36 DOMS Industries 0.23 Minda Corporation 0.24 PTC Industries 0.58 Indegene 0.26 Laurus Labs 1.98 Rites 0.16 Five-Star Business Finance 0.46 Radico Khaitan 1.17 TBO Tek 0.24 Honasa Consumer 0.2 Cera Sanitaryware 0.15 Bata India 0.29 KFin Technologies 0.71 Shyam Metalics And Energy 0.32 ITI 0.15 Newgen Software Technologies 0.2 Sarda Energy 0.24 Kalpataru Projects Intl. 0.68 Saregama India 0.13 Nuvama Wealth Management 0.54 Rainbow Children's 0.3 Kirloskar Brothers 0.21 Mangalore Refinery And Petrochemicals 0.17 Sumitomo Chemical India 0.27 JK Tyre & Industries 0.33 Garden Reach Shipbuilders & Engineers 0.43 CAMS 0.88 Force Motors 0.49 RBL Bank 0.95 Maharashtra Scooters 0.38 Rashtriya Chemicals and Fertilizers 0.1 Emcure Pharmaceuticals 0.23 Aegis Logistics 0.48 Concord Biotech 0.2 CE Info Systems 0.12 Aadhar Housing Fin 0.28 Ramkrishna Forgings 0.28 IIFL Finance 0.65 Jindal Saw 0.22 Data Patterns (India) 0.42 CESC 0.5 Choice International 0.29 Olectra Greentech 0.23 Jyoti CNC Automation 0.36 Shipping Corporation Of India 0.2 Action Construction Equipment 0.18 Craftsman Automation 0.47 The Ramco Cements 0.75 Sai Life Sciences 0.6 Caplin Point Laboratories 0.19 Inox India 0.13 PG Electroplast 0.46 Granules India 0.44 Crompton Greaves Con. Electricals 0.75 Engineers India 0.25 Amber Enterprises India 0.66 Tata Teleservices (Maharashtra) 0.12 The India Cements 0.16 Nuvoco Vistas Corporation 0.18 Swan Corp 0.31 Natco Pharma 0.4 Gujarat State Petronet 0.46 City Union Bank 1.15 Mahanagar Gas 0.32 Aditya Birla AMC 0.29 Triveni Turbine 0.31 Dr. Agarwal's Health Care 0.18 Tata Chemicals 0.61 Schneider Electric 0.21 Poonawalla Fincorp 0.6 SBFC Finance 0.18 Elecon Engineering 0.19 BEML 0.36 HEG 0.24 Aarti Industries 0.4 Deepak Fertilisers And Petrochemicals Corporation 0.37 Bikaji Foods International 0.23 HBL Engineering 0.47 Karur Vysya Bank 1.5 The Jammu & Kashmir Bank 0.25 LT Foods 0.27 Elgi Equipments 0.49 JM Financial 0.26 Amara Raja Energy & Mobility 0.54 Vardhman Textiles 0.23 Motherson Wiring 0.58 HFCL 0.39 Ather Energy 0.47 Inox Wind 0.55 Onesource Specialty Pharma 0.35 Alok Industries 0.1 CreditAccess Grameen 0.38 Leela Palaces Hotels 0.18 Triveni Engineering & Inds. 0.17 Ventive Hospitality 0.1 Poly Medicure 0.31 EIH 0.33 Metropolis Healthcare 0.26 JBM Auto 0.12 Happiest Minds Technologies 0.18 Graphite India 0.22 Zee Entertainment Enterprises 0.41 Castrol India 0.47 Vijaya Diagnostic Centre 0.25 Campus Activewear 0.11 Inventurus Knowledge Solutions 0.4 PNB Housing Finance 0.81 Home First Finance Company India 0.56 Capri Global 0.36

Debt & Others (-0.02%) Sector Allocation Reverse Repo/CBLO 0.13 Net Payables -0.15 Debt Credit Ratings Debt Category Others -0.02

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.52% Ret 1Y 7.54% Ret 3Y 24.02% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -1.52% Ret 1Y 7.54% Ret 3Y 24.02% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.52% Ret 1Y 7.54% Ret 3Y 24.02% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M 1.76% Ret 1Y 13.71% Ret 3Y 18.09% Ret 5Y 15.86%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M 1.76% Ret 1Y 13.71% Ret 3Y 18.09% Ret 5Y 15.86%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M 1.76% Ret 1Y 13.71% Ret 3Y 18.09% Ret 5Y 15.86%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.52% Ret 1Y 7.13% Ret 3Y 23.77% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -1.52% Ret 1Y 7.13% Ret 3Y 23.77% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.52% Ret 1Y 7.13% Ret 3Y 23.77% Ret 5Y 0%

Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -0.04% Ret 1Y 8.47% Ret 3Y 17.44% Ret 5Y 19.28%

Equity, Flexi Cap funds Axis Small Cap Fund Regular-IDCW Payout Ret 1M -0.04% Ret 1Y 8.47% Ret 3Y 17.44% Ret 5Y 19.28%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.04%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Dishant Mehta

Education Bachelors of Science (B.SC)

Experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 47

Date of Incorporation 2019-09-06

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.