- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth
Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Expense Ratio | 1.04 % |
Launched 5Y ago | 2019-09-06 |
AUM in Crores | 791.6 |
ISIN | INF247L01924 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 20 |
Beta | 1 |
Sharpe Ratio | 0.5 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Crompton Greaves Consumer Electricals Ltd.
1.56%Exide Industries Ltd.
1.27%Blue Star Ltd.
1.2%Central Depository Services (India) Ltd.
1.19%Glenmark Pharmaceuticals Ltd.
1.18%
Allocation by Sector
Financial
17.9%Healthcare
13.82%Services
11.61%Capital Goods
10.03%Chemicals
7.38%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Plan Growth Review
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Plan Growth is a Small Cap Equity fund and has delivered an annualised return of 23.42% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Dishant Mehta, Rakesh Shetty, Swapnil P Mayekar.
Nav of Motilal Oswal Nifty Smallcap 250 Index Fund as of 5/7/2025 is ₹32.98 with the total AUM as of 5/8/2025 is ₹791.62. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty Smallcap 250 Index Fund was launched on 2019-09-06. The category risk of the fund is Very High.
The minimum SIP amount for Motilal Oswal Nifty Smallcap 250 Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Smallcap 250 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty Smallcap 250 Index Fund.