Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth

Fund Details

NAV 34.9862

Sub-Type Small Cap

Rating 1

Min. SIP Amount ₹500.0

Fund Age(Year) 6.4

Fund Size(in Crores) 1021.03

Fund Performance

1 Month -5.88%

3 Month -9.83%

6 Month -8.72%

1 Year 3.75%

3 Year 20.22%

5 Year 20.55%

Know This Fund

As on 30 Jan 2026

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

Equity (100.02%) Market Cap Mid Cap 5.74 Small Cap 94.28 Top Sectors Financial 18.3 Healthcare 14.52 Services 13.28 Capital Goods 10.54 Chemicals 6.41 Consumer Staples 5.29 Automobile 5.03 Metals & Mining 4.94 Construction 4.32 Technology 3.92 Consumer Discretionary 3.42 Energy 3.39 Materials 3.23 Communication 1.39 Insurance 1.18 Textiles 0.49 Others 0.39 Top Holding Garden Reach Shipbuilders & Engineers 0.36 Leela Palaces Hotels 0.17 Campus Activewear 0.11 Ircon International 0.29 eClerx Services 0.5 Aditya Birla Real Estate 0.44 City Union Bank 1.04 Carborundum Universal 0.49 Triveni Turbine 0.31 Jyothy Labs 0.19 Aptus Value Housing Finance India 0.49 Piramal Pharma 0.53 Dr. Agarwal's Health Care 0.2 Kirloskar Oil Engines 0.51 Bata India 0.3 Graphite India 0.21 Poonawalla Fincorp 0.69 Laurus Labs 2.14 The India Cements 0.15 Sobha 0.32 PNB Housing Finance 0.89 Godawari Power And Ispat 0.32 Indiamart 0.34 Akzo Nobel India 0.21 TBO Tek 0.28 Eris Lifesciences 0.4 CE Info Systems 0.15 Tata Chemicals 0.6 BEML 0.35 Rainbow Children's 0.33 Netweb Technologies India 0.26 Sagility 0.4 Latent View Analytics 0.16 Kaynes Technology India 0.62 Gravita India 0.29 Capri Global 0.35 Gillette India 0.34 Caplin Point Laboratories 0.18 Intellect Design Arena 0.43 Karur Vysya Bank 1.24 Granules India 0.43 Inox Wind 0.59 Gujarat Mineral Development Corporation 0.25 Elecon Engineering 0.21 Delhivery 1.09 Poly Medicure 0.34 Engineers India 0.27 Chambal Fertilisers and Chemicals 0.36 KFin Technologies 0.72 UTI Asset Mgmt 0.24 DCM Shriram 0.25 Elgi Equipments 0.51 Kirloskar Brothers 0.2 Olectra Greentech 0.24 RBL Bank 0.95 Jaiprakash Power Ventures 0.42 Ceat 0.4 DOMS Industries 0.23 Data Patterns (India) 0.39 KSB 0.2 Krishna Institute 0.75 Reliance Power 0.5 Sonata Software 0.35 Firstsource Solutions 0.53 CreditAccess Grameen 0.34 Shipping Corporation Of India 0.2 Jubilant Pharmova 0.43 Vedant Fashions 0.18 Alkyl Amines Chemicals 0.11 Saregama India 0.13 Aegis Logistics 0.45 Lemon Tree Hotels 0.39 Zen Technologies 0.31 Zee Entertainment Enterprises 0.41 Maharashtra Seamless 0.11 Transformers And Rectifiers 0.15 LT Foods 0.27 Aditya Birla Lifestyle Brands 0.31 Newgen Software Technologies 0.27 Central Bank of India 0.18 Sapphire Foods 0.3 Ola Electric Mobility 0.32 Godrej Agrovet 0.14 Castrol India 0.46 NCC 0.33 Star Health and Allied Insurance Company 0.53 Mangalore Refinery And Petrochemicals 0.14 ITI 0.15 MMTC 0.05 Jindal Saw 0.19 Metropolis Healthcare 0.25 Rites 0.16 Inventurus Knowledge Solutions 0.4 Railtel Corporation 0.16 NBCC (India) 0.63 MCX 2.83 RHI Magnesita 0.14 Authum Investment & Infrastructure 0.83 Nava 0.39 Schneider Electric 0.21 Ather Energy 0.53 Indegene 0.27 Cyient 0.47 JM Financial 0.29 Sammaan Capital 0.56 Swan Corp 0.33 BASF India 0.22 Jupiter Wagons 0.23 SBFC Finance 0.2 The Great Eastern Shipping Company 0.56 Ventive Hospitality 0.1 The Jammu & Kashmir Bank 0.22 Emcure Pharmaceuticals 0.2 Bandhan Bank 0.64 Navin Fluorine International 1.08 PCBL Chemical 0.26 Narayana Hrudayalaya 0.64 Anand Rathi Wealth 0.66 JBM Auto 0.13 Timken India 0.54 Bayer CropScience 0.29 CCL Products 0.33 JSW Cement 0.13 Blue Dart Express 0.16 Concord Biotech 0.22 CESC 0.53 Finolex Industries 0.24 Happiest Minds Technologies 0.19 Gland Pharma 0.68 HEG 0.26 Bombay Burmah Trading Corporation 0.16 Finolex Cables 0.28 Reliance Infrastructure 0.24 Jyoti CNC Automation 0.42 Gujarat State Petronet 0.44 Triveni Engineering & Inds. 0.17 Sun TV Network 0.29 Go Digit General Insurance 0.41 BLS International Services 0.19 Amara Raja Energy & Mobility 0.55 Cera Sanitaryware 0.15 V-Guard Industries 0.31 Zensar Technologies 0.4 Affle 3I 0.57 Usha Martin 0.4 ACME Solar Holdings 0.12 Aarti Industries 0.38 Shyam Metalics And Energy 0.3 PTC Industries 0.56 Cholamandalam Financial 0.89 Afcons Infrastructure 0.29 Ramkrishna Forgings 0.27 NMDC Steel 0.25 Crompton Greaves Con. Electricals 0.81 Craftsman Automation 0.47 Welspun Corp 0.53 Brainbees Solutions 0.32 Aditya Birla Fashion and Retail 0.21 Can Fin Homes 0.39 Five-Star Business Finance 0.52 Alembic Pharmaceuticals 0.23 EID Parry 0.53 Rashtriya Chemicals and Fertilizers 0.1 Choice International 0.3 Alok Industries 0.1 Natco Pharma 0.4 IFCI 0.17 Vijaya Diagnostic Centre 0.26 Aadhar Housing Fin 0.26 HFCL 0.36 Chennai Petroleum Corporation 0.2 Central Depository Services (India) 1.28 Emami 0.52 KEC International 0.48 Wockhardt 0.59 Force Motors 0.49 Aster DM Healthcare 0.71 Birlasoft 0.36 Sundram Fasteners 0.51 Tejas Networks 0.18 Aditya Birla AMC 0.29 Sai Life Sciences 0.62 Nuvoco Vistas Corporation 0.18 Pfizer 0.38 Manappuram Finance 0.84 JK Tyre & Industries 0.3 Hindustan Copper 0.85 Honasa Consumer 0.2 Clean Science And Technology 0.21 Maharashtra Scooters 0.39 Kalpataru Projects Intl. 0.68 Niva Bupa Health Insurance Company 0.23 Redington 0.81 Cohance Lifesciences 0.43 Signatureglobal (India) 0.22 International Gemmological Institute 0.17 ZF Commercial 0.56 Motherson Wiring 0.61 PVR Inox 0.36 Valor Estate 0.14 Deepak Fertilisers And Petrochemicals Corporation 0.43 Mahanagar Gas 0.32 Bikaji Foods International 0.24 Praj Industries 0.2 Whirlpool Of India 0.28 Asahi India Glass 0.61 Minda Corporation 0.23 Atul 0.49 Aavas Financiers 0.29 Dr. Lal Pathlabs 0.57 Astrazeneca Pharma India 0.28 Welspun Living 0.21 Aegis Vopak Terminals 0.17 Syrma SGS Technology 0.28 Amber Enterprises India 0.69 Anant Raj 0.42 Chalet Hotels 0.31 HBL Engineering 0.52 Neuland Laboratories 0.65 Devyani International 0.3 Sarda Energy 0.24 Sumitomo Chemical India 0.29 Angel One 0.75 The Ramco Cements 0.66 Trident 0.17 Brigade Enterprises 0.61 Action Construction Equipment 0.19 Jubilant Ingrevia 0.29 Blue Jet Healthcare 0.09 Titagarh Rail Systems 0.36 Inox India 0.13 Radico Khaitan 1.29 Century Plyboards (India) 0.25 Akums Drugs And Pharmaceuticals 0.06 Home First Finance Company India 0.5 CAMS 0.89 Techno Electric & Eng. Co. 0.27 Kajaria Ceramics 0.4 Balrampur Chini Mills 0.25 Tata Teleservices (Maharashtra) 0.12 PG Electroplast 0.46 Onesource Specialty Pharma 0.5 R R Kabel 0.24 EIH 0.36 IEX 0.53 Himadri Speciality Chemical 0.57 Vardhman Textiles 0.22 JB Chemicals 0.74 Nuvama Wealth Management 0.56 IIFL Finance 0.71

Debt & Others (-0.03%) Sector Allocation CBLO 0.17 Net Payables -0.2 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 -5.06% Ret 1Y 6.52% Ret 3Y 24.03% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -5.06% Ret 1Y 6.52% Ret 3Y 24.03% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.06% Ret 1Y 6.52% Ret 3Y 24.03% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M -4.05% Ret 1Y 7.87% Ret 3Y 16.87% Ret 5Y 17.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M -4.05% Ret 1Y 7.87% Ret 3Y 16.87% Ret 5Y 17.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M -4.05% Ret 1Y 7.87% Ret 3Y 16.87% Ret 5Y 17.18%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -5.07% Ret 1Y 6.09% Ret 3Y 23.77% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -5.07% Ret 1Y 6.09% Ret 3Y 23.77% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -5.07% Ret 1Y 6.09% Ret 3Y 23.77% Ret 5Y 0%

Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -5.11% Ret 1Y 4.91% Ret 3Y 17.04% Ret 5Y 20.7%

Equity, Flexi Cap funds Axis Small Cap Fund Regular-IDCW Payout Ret 1M -5.11% Ret 1Y 4.91% Ret 3Y 17.04% Ret 5Y 20.7%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.33%

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

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.

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) 35

Date of Incorporation 2019-09-06

Total AUM 2025-12-31

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.