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InvestVerdict

Motilal Oswal Nifty Smallcap 250 Index Fund

Direct Plan · Growth · Index Funds · Scheme code 147623

NAV₹41.3241as on 27 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionDirect · Growth
History7.0 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.989.0716.61 11.9016.9616.53 ——22.30
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 19.6% 0.53 0.70 1.17 10.47% -42.4% 69.05
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.

Growth of ₹100 since launch

411723034332020202220242026InvestVerdict

Drawdown from peak (%)

0%-15%-30%-45%2020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
294 -12.0% 18.6% 129.6% 22%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Motilal Oswal Nifty Smallcap 250 Index Fund

Direct Plan · Growth

Allocation

By asset

Equity99.89%
Cash & Equivalents0.11%

By market cap

Mid Cap6.95%
Small Cap92.94%

Concentration

Number of stocks250
Top 5 stocks6.41%
Top 10 stocks11.55%
Top 20 stocks20.65%
Largest holding1.33%
Largest sectorFinance 9.70%
Effective stocks178.4
Cash0.11%
InvestVerdict

Motilal Oswal Nifty Smallcap 250 Index Fund

Direct Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Chemicals & Petrochemicals1.33%
2— Banks1.31%
3— Auto Components1.31%
4— Transport Services1.24%
5— Finance1.22%
6— Capital Markets1.09%
7— Automobiles1.03%
8— Telecom - Services1.02%
9— Capital Markets1.01%
10— Healthcare Services0.99%
11— Banks0.94%
12— Industrial Products0.94%
13— Pharmaceuticals & Biotechnology0.93%
14— Healthcare Services0.93%
15— Industrial Products0.92%
16— Finance0.92%
17— Capital Markets0.90%
18— Pharmaceuticals & Biotechnology0.88%

Sector split

Finance — 9.7%Pharmaceuticals & Biotechnology — 9.3%Industrial Products — 7.3%Auto Components — 6.3%Capital Markets — 6.1%Chemicals & Petrochemicals — 5.8%Banks — 4.7%Healthcare Services — 4.5%Construction — 3.7%Other — 42.7%Finance9.7%Pharmaceuticals & Biotech…9.3%Industrial Products7.3%Auto Components6.3%Capital Markets6.1%Chemicals & Petrochemicals5.8%Banks4.7%Healthcare Services4.5%Construction3.7%Other42.7%
Finance9.70%
Pharmaceuticals & Biotechnology9.25%
Industrial Products7.31%
Auto Components6.33%
Capital Markets6.09%
Chemicals & Petrochemicals5.79%
Banks4.73%
Healthcare Services4.45%
Construction3.69%
Consumer Durables3.23%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹908,332 ₹308,332 16.62%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.