Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Equity
Small Cap
Moderately High Risk
+19.99%
3Y annualised
-0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹36.27
Min. SIP amount
₹500
Fund size
₹1,021.03 Cr
Expense ratio
0.33%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹51,719
-13.80%
3 years₹1,80,000₹2,17,390
+20.77%
5 years₹3,00,000₹4,97,783
+65.93%

Holdings (250)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity2.83%
Laurus Labs Ltd.HealthcareEquity2.14%
Radico Khaitan Ltd.Consumer StaplesEquity1.29%
Central Depository Services (India) Ltd.FinancialEquity1.28%
Karur Vysya Bank Ltd.FinancialEquity1.24%
Delhivery Ltd.ServicesEquity1.09%
Navin Fluorine International Ltd.ChemicalsEquity1.08%
City Union Bank Ltd.FinancialEquity1.04%
RBL Bank Ltd.FinancialEquity0.95%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.89%
PNB Housing Finance Ltd.FinancialEquity0.89%
Computer Age Management Services Ltd.ServicesEquity0.89%
Hindustan Copper Ltd.Metals & MiningEquity0.85%
Manappuram Finance Ltd.FinancialEquity0.84%
Authum Investment & Infrastructure Ltd.FinancialEquity0.83%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.81%
Redington Ltd.ServicesEquity0.81%
Angel One Ltd.FinancialEquity0.75%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.75%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.74%
KFin Technologies Ltd.FinancialEquity0.72%
Aster DM Healthcare Ltd.HealthcareEquity0.71%
IIFL Finance Ltd.FinancialEquity0.71%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.69%
Poonawalla Fincorp Ltd.FinancialEquity0.69%
Gland Pharma Ltd.HealthcareEquity0.68%
Kalpataru Projects International Ltd.Capital GoodsEquity0.68%
The Ramco Cements Ltd.ConstructionEquity0.66%
Anand Rathi Wealth Ltd.FinancialEquity0.66%
Neuland Laboratories Ltd.HealthcareEquity0.65%
Bandhan Bank Ltd.FinancialEquity0.64%
Narayana Hrudayalaya Ltd.HealthcareEquity0.64%
NBCC (India) Ltd.ConstructionEquity0.63%
Kaynes Technology India Ltd.Capital GoodsEquity0.62%
Sai Life Sciences Ltd.HealthcareEquity0.62%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.61%
Asahi India Glass Ltd.ConstructionEquity0.61%
Brigade Enterprises Ltd.ConstructionEquity0.61%
Tata Chemicals Ltd.ChemicalsEquity0.60%
Wockhardt Ltd.HealthcareEquity0.59%
Inox Wind Ltd.Capital GoodsEquity0.59%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.57%
Himadri Speciality Chemical Ltd.ChemicalsEquity0.57%
Affle 3I Ltd.TechnologyEquity0.57%
Nuvama Wealth Management Ltd.FinancialEquity0.56%
Sammaan Capital Ltd.FinancialEquity0.56%
PTC Industries Ltd.Metals & MiningEquity0.56%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.56%
The Great Eastern Shipping Company Ltd.EnergyEquity0.56%
Amara Raja Energy & Mobility LtdCapital GoodsEquity0.55%
Timken India Ltd.Capital GoodsEquity0.54%
Ather Energy Ltd.AutomobileEquity0.53%
Star Health and Allied Insurance Company Ltd.InsuranceEquity0.53%
Indian Energy Exchange Ltd.ServicesEquity0.53%
Firstsource Solutions Ltd.ServicesEquity0.53%
Piramal Pharma Ltd.HealthcareEquity0.53%
Welspun Corp Ltd.Metals & MiningEquity0.53%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.53%
CESC Ltd.EnergyEquity0.53%
Five-Star Business Finance Ltd.FinancialEquity0.52%
HBL Engineering Ltd.Capital GoodsEquity0.52%
Emami Ltd.Consumer StaplesEquity0.52%
Sundram Fasteners Ltd.Capital GoodsEquity0.51%
Elgi Equipments Ltd.Capital GoodsEquity0.51%
Kirloskar Oil Engines Ltd.Capital GoodsEquity0.51%
Onesource Specialty Pharma Ltd.HealthcareEquity0.50%
eClerx Services Ltd.ServicesEquity0.50%
Reliance Power Ltd.EnergyEquity0.50%
Home First Finance Company India Ltd.FinancialEquity0.50%
Force Motors Ltd.AutomobileEquity0.49%
Aptus Value Housing Finance India Ltd.FinancialEquity0.49%
Carborundum Universal Ltd.Metals & MiningEquity0.49%
Atul Ltd.ChemicalsEquity0.49%
KEC International Ltd.Capital GoodsEquity0.48%
Cyient Ltd.TechnologyEquity0.47%
Craftsman Automation Ltd.AutomobileEquity0.47%
Castrol India Ltd.EnergyEquity0.46%
PG Electroplast Ltd.Capital GoodsEquity0.46%
Aegis Logistics Ltd.ServicesEquity0.45%
Gujarat State Petronet Ltd.EnergyEquity0.44%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity0.44%
Intellect Design Arena Ltd.TechnologyEquity0.43%
Granules India Ltd.HealthcareEquity0.43%
Jubilant Pharmova Ltd.HealthcareEquity0.43%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity0.43%
Cohance Lifesciences Ltd.HealthcareEquity0.43%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.42%
Anant Raj Ltd.ConstructionEquity0.42%
Jaiprakash Power Ventures Ltd.EnergyEquity0.42%
Zee Entertainment Enterprises Ltd.CommunicationEquity0.41%
Go Digit General Insurance Ltd.InsuranceEquity0.41%
Eris Lifesciences Ltd.HealthcareEquity0.40%
Usha Martin Ltd.Metals & MiningEquity0.40%
Natco Pharma Ltd.HealthcareEquity0.40%
Zensar Technologies Ltd.TechnologyEquity0.40%
Kajaria Ceramics Ltd.ConstructionEquity0.40%
Inventurus Knowledge Solutions Ltd.ServicesEquity0.40%
Ceat Ltd.AutomobileEquity0.40%
Sagility Ltd.ServicesEquity0.40%
Lemon Tree Hotels Ltd.ServicesEquity0.39%
Nava Ltd.OthersEquity0.39%
Can Fin Homes Ltd.FinancialEquity0.39%
Data Patterns (India) Ltd.Capital GoodsEquity0.39%
Maharashtra Scooters Ltd.AutomobileEquity0.39%
Aarti Industries Ltd.ChemicalsEquity0.38%
Pfizer Ltd.HealthcareEquity0.38%
Chambal Fertilisers and Chemicals Ltd.ChemicalsEquity0.36%
EIH Ltd.ServicesEquity0.36%
HFCL Ltd.CommunicationEquity0.36%
PVR Inox Ltd.ServicesEquity0.36%
Birlasoft Ltd.TechnologyEquity0.36%
Garden Reach Shipbuilders & Engineers Ltd.Capital GoodsEquity0.36%
Titagarh Rail Systems Ltd.AutomobileEquity0.36%
BEML Ltd.Capital GoodsEquity0.35%
Capri Global Capital Ltd.FinancialEquity0.35%
Sonata Software Ltd.TechnologyEquity0.35%
CreditAccess Grameen Ltd.FinancialEquity0.34%
Gillette India Ltd.Consumer StaplesEquity0.34%
Indiamart Intermesh Ltd.ServicesEquity0.34%
Poly Medicure Ltd.HealthcareEquity0.34%
CCL Products (India) Ltd.Consumer StaplesEquity0.33%
Rainbow Children's Medicare Ltd.HealthcareEquity0.33%
NCC Ltd.ConstructionEquity0.33%
Swan Corp Ltd.ConstructionEquity0.33%
Godawari Power And Ispat Ltd.Metals & MiningEquity0.32%
Sobha Ltd.ConstructionEquity0.32%
Mahanagar Gas Ltd.EnergyEquity0.32%
Ola Electric Mobility Ltd.AutomobileEquity0.32%
Brainbees Solutions Ltd.Consumer StaplesEquity0.32%
Zen Technologies Ltd.TechnologyEquity0.31%
Chalet Hotels Ltd.ServicesEquity0.31%
Triveni Turbine Ltd.ConstructionEquity0.31%
V-Guard Industries Ltd.Consumer DiscretionaryEquity0.31%
Aditya Birla Lifestyle Brands Ltd.ServicesEquity0.31%
Choice International Ltd.FinancialEquity0.30%
JK Tyre & Industries Ltd.AutomobileEquity0.30%
Sapphire Foods India Ltd.ServicesEquity0.30%
Bata India Ltd.Consumer StaplesEquity0.30%
Shyam Metalics And Energy Ltd.Metals & MiningEquity0.30%
Devyani International Ltd.ServicesEquity0.30%
Jubilant Ingrevia Ltd.ChemicalsEquity0.29%
Gravita India Ltd.Metals & MiningEquity0.29%
Aditya Birla Sun Life AMC Ltd.FinancialEquity0.29%
JM Financial Ltd.FinancialEquity0.29%
Aavas Financiers Ltd.FinancialEquity0.29%
Bayer CropScience Ltd.ChemicalsEquity0.29%
Sun TV Network Ltd.ServicesEquity0.29%
Sumitomo Chemical India Ltd.ChemicalsEquity0.29%
Afcons Infrastructure Ltd.ConstructionEquity0.29%
Ircon International Ltd.ConstructionEquity0.29%
Finolex Cables Ltd.Capital GoodsEquity0.28%
Syrma SGS Technology Ltd.Capital GoodsEquity0.28%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.28%
Astrazeneca Pharma India Ltd.HealthcareEquity0.28%
TBO Tek Ltd.ServicesEquity0.28%
Engineers India Ltd.ConstructionEquity0.27%
Techno Electric & Engineering Company Ltd.Capital GoodsEquity0.27%
Newgen Software Technologies Ltd.TechnologyEquity0.27%
Ramkrishna Forgings Ltd.Metals & MiningEquity0.27%
LT Foods Ltd.Consumer StaplesEquity0.27%
Indegene Ltd.HealthcareEquity0.27%
PCBL Chemical Ltd.ChemicalsEquity0.26%
HEG Ltd.ConstructionEquity0.26%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.26%
Aadhar Housing Finance LtdFinancialEquity0.26%
Netweb Technologies India Ltd.TechnologyEquity0.26%
Balrampur Chini Mills Ltd.Consumer StaplesEquity0.25%
NMDC Steel Ltd.Metals & MiningEquity0.25%
Century Plyboards (India) Ltd.Consumer StaplesEquity0.25%
Metropolis Healthcare Ltd.HealthcareEquity0.25%
DCM Shriram Ltd.ChemicalsEquity0.25%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.25%
Bikaji Foods International Ltd.Consumer StaplesEquity0.24%
Olectra Greentech Ltd.AutomobileEquity0.24%
Finolex Industries Ltd.ChemicalsEquity0.24%
Sarda Energy & Minerals Ltd.Metals & MiningEquity0.24%
Reliance Infrastructure Ltd.Capital GoodsEquity0.24%
R R Kabel Ltd.Consumer DiscretionaryEquity0.24%
UTI Asset Management Company Ltd.FinancialEquity0.24%
DOMS Industries Ltd.Consumer StaplesEquity0.23%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.23%
Niva Bupa Health Insurance Company Ltd.InsuranceEquity0.23%
Jupiter Wagons Ltd.ServicesEquity0.23%
Minda Corporation Ltd.AutomobileEquity0.23%
BASF India Ltd.ChemicalsEquity0.22%
Vardhman Textiles Ltd.TextilesEquity0.22%
The Jammu & Kashmir Bank Ltd.FinancialEquity0.22%
Concord Biotech Ltd.HealthcareEquity0.22%
Signatureglobal (India) Ltd.ConstructionEquity0.22%
Graphite India Ltd.Capital GoodsEquity0.21%
Akzo Nobel India Ltd.ChemicalsEquity0.21%
Elecon Engineering Company Ltd.Capital GoodsEquity0.21%
Schneider Electric Infrastructure Ltd.Capital GoodsEquity0.21%
Clean Science And Technology Ltd.ChemicalsEquity0.21%
Aditya Birla Fashion and Retail Ltd.ServicesEquity0.21%
Welspun Living Ltd.Consumer DiscretionaryEquity0.21%
Kirloskar Brothers Ltd.Capital GoodsEquity0.20%
SBFC Finance Ltd.FinancialEquity0.20%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.20%
Chennai Petroleum Corporation Ltd.EnergyEquity0.20%
Praj Industries Ltd.Capital GoodsEquity0.20%
KSB Ltd.Capital GoodsEquity0.20%
Honasa Consumer Ltd.Consumer StaplesEquity0.20%
Dr. Agarwal's Health Care Ltd.HealthcareEquity0.20%
Shipping Corporation Of India Ltd.ServicesEquity0.20%
Jindal Saw Ltd.Metals & MiningEquity0.19%
Action Construction Equipment Ltd.Capital GoodsEquity0.19%
BLS International Services Ltd.ServicesEquity0.19%
Jyothy Labs Ltd.Consumer StaplesEquity0.19%
Happiest Minds Technologies Ltd.TechnologyEquity0.19%
Caplin Point Laboratories Ltd.HealthcareEquity0.18%
Tejas Networks Ltd.CommunicationEquity0.18%
Central Bank of IndiaFinancialEquity0.18%
Nuvoco Vistas Corporation Ltd.ConstructionEquity0.18%
Vedant Fashions Ltd.ServicesEquity0.18%
IFCI Ltd.FinancialEquity0.17%
Leela Palaces Hotels & Resorts Ltd.ServicesEquity0.17%
Aegis Vopak Terminals Ltd.EnergyEquity0.17%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity0.17%
Trident Ltd.TextilesEquity0.17%
Triveni Engineering & Industries Ltd.Consumer StaplesEquity0.17%
Latent View Analytics Ltd.TechnologyEquity0.16%
Bombay Burmah Trading Corporation Ltd.Consumer StaplesEquity0.16%
Blue Dart Express Ltd.ServicesEquity0.16%
Rites Ltd.ConstructionEquity0.16%
Railtel Corporation Of India Ltd.CommunicationEquity0.16%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.15%
Cera Sanitaryware Ltd.ConstructionEquity0.15%
CE Info Systems Ltd.TechnologyEquity0.15%
ITI Ltd.CommunicationEquity0.15%
The India Cements Ltd.ConstructionEquity0.15%
Valor Estate Ltd.ConstructionEquity0.14%
RHI Magnesita India Ltd.ConstructionEquity0.14%
Godrej Agrovet Ltd.Consumer StaplesEquity0.14%
Mangalore Refinery And Petrochemicals Ltd.EnergyEquity0.14%
Saregama India Ltd.ServicesEquity0.13%
Inox India Ltd.Metals & MiningEquity0.13%
JBM Auto Ltd.AutomobileEquity0.13%
JSW Cement Ltd.ConstructionEquity0.13%
Tata Teleservices (Maharashtra) Ltd.CommunicationEquity0.12%
ACME Solar Holdings Ltd.EnergyEquity0.12%
Maharashtra Seamless Ltd.Metals & MiningEquity0.11%
Campus Activewear Ltd.Consumer StaplesEquity0.11%
Alkyl Amines Chemicals Ltd.ChemicalsEquity0.11%
Rashtriya Chemicals and Fertilizers Ltd.ChemicalsEquity0.10%
Alok Industries Ltd.TextilesEquity0.10%
Ventive Hospitality Ltd.ServicesEquity0.10%
Blue Jet Healthcare Ltd.HealthcareEquity0.09%
Akums Drugs And Pharmaceuticals Ltd.HealthcareEquity0.06%
MMTC Ltd.ServicesEquity0.05%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns-2.6%+20.0%+20.8%+22.4%
Category average (Equity Small Cap)-6.3%+19.7%+22.6%--
Rank (Equity Small Cap)251219--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

SPM
Swapnil P Mayekar
Aug 2019 - Present
View details

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.
Also manages these schemes

RS
Rakesh Shetty
Dec 2024 - Present
View details

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.
Also manages these schemes

DM
Dishant Mehta
Oct 2024 - Present
View details

About Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,37,515 Cr and the Latest NAV as of 16 Jan 2026 is ₹36.27. The Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 15 days. ;

Investment Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Fund benchmarkNIFTY Smallcap 250 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,