Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Equity
Small Cap
Moderately High Risk
18.25%
3Y annualised
-2.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Jan 2025₹37.52
Min. SIP amount₹500
Rating1
Fund size₹828.81Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.1%18.3%27.3%28.0%
Category average18.6%18.3%28.9%NA
Rank with in category221616NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
4
29.6%24.1%5,376.18
5
20.0%23.6%62,259.56
5
25.2%22.9%9,319.04
4
15.8%22.6%26,644.74
4
24.3%20.5%1,516.96

Holdings (250)

NameSectorInstrumentAssets
ServicesEquity1.62%
FinancialEquity1.59%
Consumer DiscretionaryEquity1.41%
Consumer DiscretionaryEquity1.30%
FinancialEquity1.24%
ServicesEquity1.24%
HealthcareEquity1.23%
HealthcareEquity1.21%
Capital GoodsEquity1.08%
Consumer StaplesEquity1.04%
Capital GoodsEquity1.02%
Metals & MiningEquity0.97%
FinancialEquity0.90%
DiversifiedEquity0.89%
ConstructionEquity0.87%
FinancialEquity0.87%
FinancialEquity0.86%
HealthcareEquity0.83%
Capital GoodsEquity0.79%
TechnologyEquity0.79%
Capital GoodsEquity0.75%
Capital GoodsEquity0.75%
HealthcareEquity0.75%
HealthcareEquity0.74%
FinancialEquity0.73%
FinancialEquity0.72%
Consumer DiscretionaryEquity0.71%
ChemicalsEquity0.71%
ServicesEquity0.70%
FinancialEquity0.70%
HealthcareEquity0.67%
HealthcareEquity0.67%
Consumer StaplesEquity0.67%
Capital GoodsEquity0.64%
FinancialEquity0.63%
HealthcareEquity0.63%
ConstructionEquity0.62%
Capital GoodsEquity0.61%
FinancialEquity0.60%
ServicesEquity0.60%
ServicesEquity0.60%
EnergyEquity0.60%
TechnologyEquity0.59%
ConstructionEquity0.59%
Capital GoodsEquity0.59%
Consumer DiscretionaryEquity0.58%
ChemicalsEquity0.58%
HealthcareEquity0.57%
TechnologyEquity0.57%
HealthcareEquity0.57%
CommunicationEquity0.57%
ConstructionEquity0.57%
ChemicalsEquity0.56%
TechnologyEquity0.54%
Metals & MiningEquity0.54%
EnergyEquity0.53%
FinancialEquity0.53%
FinancialEquity0.53%
CommunicationEquity0.53%
ServicesEquity0.52%
Capital GoodsEquity0.51%
ConstructionEquity0.51%
HealthcareEquity0.51%
ConstructionEquity0.49%
ConstructionEquity0.49%
FinancialEquity0.49%
FinancialEquity0.49%
EnergyEquity0.49%
EnergyEquity0.49%
FinancialEquity0.48%
ServicesEquity0.47%
CommunicationEquity0.47%
Metals & MiningEquity0.47%
TechnologyEquity0.47%
Consumer StaplesEquity0.46%
ServicesEquity0.46%
Capital GoodsEquity0.46%
AutomobileEquity0.45%
Consumer StaplesEquity0.45%
HealthcareEquity0.44%
TechnologyEquity0.44%
TechnologyEquity0.44%
HealthcareEquity0.44%
Capital GoodsEquity0.43%
EnergyEquity0.43%
ConstructionEquity0.43%
HealthcareEquity0.43%
ChemicalsEquity0.43%
ConstructionEquity0.42%
FinancialEquity0.42%
Metals & MiningEquity0.42%
Metals & MiningEquity0.41%
ChemicalsEquity0.41%
HealthcareEquity0.41%
ChemicalsEquity0.40%
Capital GoodsEquity0.40%
ServicesEquity0.40%
Capital GoodsEquity0.40%
Consumer StaplesEquity0.40%
ServicesEquity0.39%
Consumer DiscretionaryEquity0.39%
ChemicalsEquity0.38%
ServicesEquity0.38%
HealthcareEquity0.38%
ServicesEquity0.38%
ServicesEquity0.37%
EnergyEquity0.37%
Capital GoodsEquity0.37%
HealthcareEquity0.37%
FinancialEquity0.37%
ChemicalsEquity0.36%
HealthcareEquity0.36%
Consumer StaplesEquity0.36%
FinancialEquity0.36%
ConstructionEquity0.36%
Capital GoodsEquity0.36%
FinancialEquity0.35%
Metals & MiningEquity0.35%
ServicesEquity0.35%
ServicesEquity0.35%
AutomobileEquity0.35%
ServicesEquity0.35%
Metals & MiningEquity0.34%
AutomobileEquity0.34%
ChemicalsEquity0.33%
InsuranceEquity0.33%
Metals & MiningEquity0.33%
FinancialEquity0.33%
ConstructionEquity0.33%
ChemicalsEquity0.32%
Capital GoodsEquity0.32%
FinancialEquity0.32%
ChemicalsEquity0.31%
Consumer StaplesEquity0.31%
FinancialEquity0.31%
Metals & MiningEquity0.30%
HealthcareEquity0.30%
TechnologyEquity0.30%
AutomobileEquity0.30%
ServicesEquity0.30%
Capital GoodsEquity0.30%
FinancialEquity0.29%
TextilesEquity0.29%
Capital GoodsEquity0.28%
HealthcareEquity0.28%
FinancialEquity0.28%
Consumer StaplesEquity0.27%
HealthcareEquity0.27%
ServicesEquity0.27%
ConstructionEquity0.27%
ChemicalsEquity0.27%
Consumer StaplesEquity0.27%
AutomobileEquity0.27%
FinancialEquity0.27%
Capital GoodsEquity0.27%
TextilesEquity0.26%
ConstructionEquity0.26%
Metals & MiningEquity0.26%
HealthcareEquity0.26%
HealthcareEquity0.25%
FinancialEquity0.25%
ConstructionEquity0.25%
ConstructionEquity0.25%
Metals & MiningEquity0.25%
ServicesEquity0.25%
Metals & MiningEquity0.25%
TechnologyEquity0.25%
Consumer StaplesEquity0.25%
Consumer DiscretionaryEquity0.25%
TechnologyEquity0.25%
ConstructionEquity0.24%
Capital GoodsEquity0.24%
FinancialEquity0.24%
ServicesEquity0.24%
ChemicalsEquity0.24%
FinancialEquity0.24%
Consumer DiscretionaryEquity0.24%
ChemicalsEquity0.23%
HealthcareEquity0.23%
FinancialEquity0.23%
Consumer StaplesEquity0.23%
Capital GoodsEquity0.23%
ChemicalsEquity0.22%
TechnologyEquity0.22%
ConstructionEquity0.22%
ConstructionEquity0.22%
FinancialEquity0.22%
FinancialEquity0.21%
ServicesEquity0.21%
TextilesEquity0.21%
Capital GoodsEquity0.20%
FinancialEquity0.20%
Consumer StaplesEquity0.20%
AutomobileEquity0.20%
ConstructionEquity0.20%
Consumer StaplesEquity0.20%
ChemicalsEquity0.20%
ConstructionEquity0.20%
CommunicationEquity0.19%
Capital GoodsEquity0.19%
ConstructionEquity0.19%
CommunicationEquity0.19%
Consumer StaplesEquity0.19%
ConstructionEquity0.18%
ChemicalsEquity0.18%
Capital GoodsEquity0.18%
ServicesEquity0.18%
CommunicationEquity0.18%
ConstructionEquity0.18%
ServicesEquity0.18%
ConstructionEquity0.18%
Consumer StaplesEquity0.18%
ConstructionEquity0.18%
TechnologyEquity0.18%
ChemicalsEquity0.17%
Consumer DiscretionaryEquity0.17%
FinancialEquity0.16%
ChemicalsEquity0.16%
Consumer DiscretionaryEquity0.16%
Consumer StaplesEquity0.16%
Consumer DiscretionaryEquity0.16%
AutomobileEquity0.16%
FinancialEquity0.16%
ConstructionEquity0.16%
EnergyEquity0.15%
ServicesEquity0.15%
Metals & MiningEquity0.15%
HealthcareEquity0.14%
Consumer StaplesEquity0.14%
ServicesEquity0.14%
Consumer StaplesEquity0.14%
EnergyEquity0.14%
TextilesEquity0.13%
Consumer StaplesEquity0.13%
OthersEquity0.13%
Metals & MiningEquity0.13%
ChemicalsEquity0.12%
FinancialEquity0.12%
ChemicalsEquity0.12%
HealthcareEquity0.12%
AutomobileEquity0.11%
TechnologyEquity0.11%
ServicesEquity0.11%
TechnologyEquity0.11%
ServicesEquity0.11%
HealthcareEquity0.10%
ChemicalsEquity0.10%
Consumer StaplesEquity0.09%
HealthcareEquity0.07%
ServicesEquity0.06%
See All

Pros and cons

Category: Equity Small Cap

Pros

Lower expense ratio: 0.36%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.36%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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