Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth

Fund Details

NAV 38.1565

Sub-Type Small Cap

Rating 2

Min. SIP Amount ₹500.0

Fund Age(Year) 6.75

Fund Size(in Crores) 1117.02

Fund Performance

1 Month 0.76%

3 Month 10.17%

6 Month 3.31%

1 Year -0.49%

3 Year 19.39%

5 Year 15.98%

Know This Fund

As on 08 Jun 2026

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

Equity (89.44%) Market Cap Mid Cap 11.2 Small Cap 78.24 Top Sectors Financial 19.74 Healthcare 12.84 Services 10.96 Capital Goods 9.88 Chemicals 7.79 Automobile 7.06 Metals & Mining 5.58 Construction 4.45 Energy 4.44 Consumer Staples 4.03 Consumer Discretionary 3.27 Technology 3.07 Materials 2.84 Communication 1.81 Insurance 1.38 Textiles 0.48 Others 0.46 Top Holding Aarti Industries 0.52 Aavas Financiers 0.28 Acutaas Chemicals 0.68 Aditya Birla AMC 0.37 Aditya Birla Fashion and Retail 0.16 Aditya Birla Lifestyle Brands 0.28 Aditya Birla Real Estate 0.39 Aditya Infotech 0.23 Aegis Logistics 0.44 Afcons Infrastructure 0.26 Affle 3I 0.45 Amara Raja Energy & Mobility 0.54 Amber Enterprises India 0.88 Anand Rathi Wealth 0.77 Anant Raj 0.37 Angel One 1 Anupam Rasayan India 0.18 Aptus Value Housing Finance India 0.46 Asahi India Glass 0.51 Aster DM Healthcare 0.89 Ather Energy 0.9 Atul 0.54 Balrampur Chini Mills 0.3 Bandhan Bank 0.89 Bata India 0.23 Bayer CropScience 0.3 Belrise Industries 0.32 BEML 0.35 Bikaji Foods International 0.22 Blue Dart Express 0.16 Brainbees Solutions 0.27 Brigade Enterprises 0.55 CAMS 0.89 Can Fin Homes 0.37 Caplin Point Laboratories 0.17 Capri Global 0.36 Carborundum Universal 0.55 CarTrade Tech 0.34 Castrol India 0.45 CCL Products 0.4 Ceat 0.36 Central Depository Services (India) 1.14 CESC 0.59 Chalet Hotels 0.27 Chambal Fertilisers and Chemicals 0.33 Chennai Petroleum Corporation 0.27 Cholamandalam Financial 0.77 City Union Bank 0.98 Cohance Lifesciences 0.39 Craftsman Automation 0.47 CreditAccess Grameen 0.35 Crompton Greaves Con. Electricals 0.88 Cyient 0.37 Data Patterns (India) 0.61 DCM Shriram 0.24 Deepak Fertilisers And Petrochemicals Corporation 0.43 Deepak Nitrite 0.6 Delhivery 1.31 Devyani International 0.25 Dr. Lal Pathlabs 0.53 eClerx Services 0.29 EID Parry 0.44 Elgi Equipments 0.6 Emami 0.44 Emcure Pharmaceuticals 0.29 Engineers India 0.35 Eris Lifesciences 0.36 Fert & Chem Travancore 0.28 Finolex Cables 0.38 Firstsource Solutions 0.34 Five-Star Business Finance 0.47 Force Motors 0.48 Gabriel India 0.33 Gallantt Ispat 0 Garden Reach Shipbuilders & Engineers 0.43 Gillette India 0.32 Gland Pharma 0.7 Godawari Power And Ispat 0.36 Go Digit General Insurance 0.37 Granules India 0.51 Gravita India 0.26 Gujarat Mineral Development Corporation 0.31 Gujarat State Petronet 0.41 HBL Engineering 0.45 HFCL 0.6 Himadri Speciality Chemical 0.72 Hindustan Copper 0.88 Home First Finance Company India 0.53 IDBI Bank 0.21 IEX 0.5 IIFL Finance 0.54 Indegene 0.26 Indiamart 0.32 Indraprastha Gas 0.58 Inox Wind 0.49 Intellect Design Arena 0.33 Inventurus Knowledge Solutions 0.41 IRB Infra Dev 0.43 Ircon International 0.25 ITI 0.14 Jain Resource Recycling 0.12 Jaiprakash Power Ventures 0.48 JB Chemicals 0.84 Jindal Saw 0.26 JM Financial 0.27 JSW Cement 0.16 Jubilant Pharmova 0.37 Jyoti CNC Automation 0.32 Kajaria Ceramics 0.49 Kalpataru Projects Intl. 0.71 Karur Vysya Bank 1.39 Kaynes Technology India 0.63 KEC International 0.36 KFin Technologies 0.6 Kirloskar Oil Engines 0.71 Krishna Institute 0.83 Lemon Tree Hotels 0.29 LT Foods 0.3 Mahanagar Gas 0.32 Manappuram Finance 0.81 Mangalore Refinery And Petrochemicals 0.15 Meesho 0.27 Minda Corporation 0.21 Motherson Wiring 0.52 Narayana Hrudayalaya 0.61 Natco Pharma 0.49 Nava 0.46 Navin Fluorine International 1.26 NBCC (India) 0.48 NCC 0.34 Netweb Technologies India 0.34 Neuland Laboratories 0.65 Nuvama Wealth Management 0.51 Nuvoco Vistas Corporation 0.15 Ola Electric Mobility 0.37 Olectra Greentech 0.26 Onesource Specialty Pharma 0.48 Pfizer 0.36 PG Electroplast 0.43 Physicswallah 0.25 Piramal Finance 1.21 Piramal Pharma 0.5 PNB Housing Finance 0.99 Poly Medicure 0.29 Poonawalla Fincorp 0.74 PTC Industries 0.49 PVR Inox 0.38 Railtel Corporation 0.14 Rainbow Children's 0.31 Ramkrishna Forgings 0.31 RBL Bank 1.02 Redington 0.64 Reliance Power 0.41 RHI Magnesita 0.12 Sagility 0.48 Sai Life Sciences 0.74 Sammaan Capital 0.56 Saregama India 0.13 SBFC Finance 0.19 Schneider Electric 0.37 Shipping Corporation Of India 0.26 Shyam Metalics And Energy 0.31 Sobha 0.32 Sona BLW Precision Forgings 1.37 Sonata Software 0.25 Star Health and Allied Insurance Company 0.62 Sumitomo Chemical India 0.26 Sun TV Network 0.3 Supreme Petrochem 0.24 Swan Corp 0.23 Syngene International 0.45 Syrma SGS Technology 0.37 Tata Chemicals 0.64 Tata Technologies 0.5 Techno Electric & Eng. Co. 0.32 Tejas Networks 0.17 Tenneco Clean Air India 0.24 The Great Eastern Shipping Company 0.78 The Jammu & Kashmir Bank 0.29 The Ramco Cements 0.59 Timken India 0.62 Titagarh Rail Systems 0.31 Trident 0.16 Triveni Turbine 0.33 Usha Martin 0.41 UTI Asset Mgmt 0.2 Vardhman Textiles 0.31 Vijaya Diagnostic Centre 0.28 Welspun Corp 0.83 Whirlpool Of India 0.38 Wockhardt 0.58 Zee Entertainment Enterprises 0.41 Zensar Technologies 0.29 Zen Technologies 0.39 ZF Commercial 0.56 Zydus Wellness 0.25

Debt & Others (-0.07%) Sector Allocation CBLO 0.1 Net Payables -0.17 Debt Credit Ratings Debt Category Others -0.07

Comparison with same funds

Equity, Flexi Cap funds Abakkus Small Cap Fund Regular-Growth Ret 1M 1.69% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M 0.04% Ret 1Y 0.33% Ret 3Y 22.44% Ret 5Y 12.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 0.33% Ret 3Y 22.44% Ret 5Y 12.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 0.33% Ret 3Y 22.44% Ret 5Y 12.76%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M 1.77% Ret 1Y 7.01% Ret 3Y 16.86% Ret 5Y 13.52%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M 1.77% Ret 1Y 7.01% Ret 3Y 16.86% Ret 5Y 13.52%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M 1.77% Ret 1Y 7.01% Ret 3Y 16.86% Ret 5Y 13.52%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M 0.01% Ret 1Y 0.26% Ret 3Y 22.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M 0.01% Ret 1Y 0.26% Ret 3Y 22.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.01% Ret 1Y 0.26% Ret 3Y 22.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -0.13% Ret 1Y 1.28% Ret 3Y 15.54% Ret 5Y 16.42%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.37%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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

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.

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.

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) 36

Date of Incorporation 2019-09-06

Total AUM 143824.9

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.