Motilal Oswal Nifty Smallcap 250 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -4.37% | -7.76% | -5.57% | 1.20% | -1.68% | 10.97% | 12.45% | 20.27% | – |
NAV history
About this fund
Motilal Oswal Nifty Smallcap 250 Index Fund is a passive index fund/ETF offered by Motilal Oswal Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹37.77, with assets under management of about ₹841 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Motilal Oswal Nifty Smallcap 250 Index Fund has recorded a return of about -1.7%, with a three-year return of 11.0% and a five-year return of 12.4%. Its annualised volatility is 19.9% — relatively large fluctuations — and its Sharpe ratio is -0.41, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.28%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 28.87 | 16.85 | -12.01 | 131.56 | 78% | 53% |
| 3Y | 25.38 | 24.53 | 10.97 | 42.46 | 100% | 100% |
| 5Y | 24.80 | 26.11 | 12.18 | 38.60 | 100% | 100% |
| 7Y | 21.52 | 21.60 | 20.27 | 22.31 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty 500 Index Fund Other Scheme - Index Funds | -4.80 | -6.05 | -5.05 | -7.76 | 8.80 | 7.86 | – | 0.13 |
| Axis Nifty 100 Index Fund Other Scheme - Index Funds | -3.39 | -5.52 | -6.07 | -9.91 | 7.57 | 6.22 | – | 0.18 |
| Motilal Oswal Nifty 50 Index Fund Other Scheme - Index Funds | -2.76 | -5.27 | -6.21 | -11.36 | 6.15 | 5.66 | – | 0.13 |
| Motilal Oswal Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.20 | -6.61 | -5.30 | -2.47 | 15.34 | 10.29 | – | 0.27 |
| Motilal Oswal S&P 500 Index Fund Other Scheme - Index Funds | -2.10 | 0.38 | 8.65 | 23.02 | 27.70 | 16.81 | – | 0.52 |
| Nippon India Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -7.80 | -5.62 | 1.15 | -1.70 | 10.56 | 12.16 | – | 0.30 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Other Scheme - Index Funds | -4.09 | -0.54 | 13.38 | 13.83 | 19.07 | 13.98 | – | 0.43 |
| Nippon India Nifty 50 Value 20 Index Fund Other Scheme - Index Funds | -1.28 | -4.30 | -9.59 | -11.98 | 4.47 | 6.18 | – | 0.21 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Innovation Opportunities Fund Sectoral/Thematic - Innovation | -10.04 | -4.33 | 8.83 | 3.72 | – | – | – | 0.79 |
| Motilal Oswal Active Momentum Fund Equity Scheme - Sectoral/Thematic | -5.74 | 2.00 | 13.81 | 13.20 | – | – | – | 1.82 |
| Motilal Oswal Infrastructure Fund Sectoral/Thematic - Infrastructure | -6.21 | -5.68 | -4.82 | -2.82 | – | – | – | 0.82 |
| Motilal Oswal Services Fund Equity Scheme - Sectoral/Thematic | -5.64 | 0.37 | 8.68 | 4.33 | – | – | – | 0.86 |
| Motilal Oswal Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.44 | 3.53 | 10.40 | 10.00 | – | – | – | 2.00 |
| Motilal Oswal Consumption Fund Sectoral/Thematic - Consumption | -4.58 | 2.10 | 18.85 | – | – | – | – | 0.47 |
| Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Other Scheme - FoF Domestic | -6.64 | -6.62 | -3.43 | – | – | – | – | 0.09 |
| Motilal Oswal Financial Services Fund Sectoral/Thematic - Banking/Financial | -4.24 | -2.48 | 1.18 | – | – | – | – | 0.78 |