Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Equity
Small Cap
Moderately High Risk
23.15%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2024₹40.87
Min. SIP amount₹500
Rating2
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 returns35.5%23.1%31.6%30.6%
Category average34.5%22.9%32.5%NA
Rank with in category151516NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
36.4%29.7%62,259.56
4
46.3%28.7%5,376.18
5
40.3%27.6%9,319.04
5
35.2%27.4%26,644.74
4
39.1%25.9%1,516.96

Holdings (250)

NameSectorInstrumentAssets
ServicesEquity1.64%
FinancialEquity1.52%
Consumer DiscretionaryEquity1.37%
Consumer DiscretionaryEquity1.25%
ServicesEquity1.22%
HealthcareEquity1.20%
HealthcareEquity1.16%
Metals & MiningEquity1.13%
FinancialEquity1.13%
Consumer StaplesEquity1.00%
FinancialEquity0.97%
ConstructionEquity0.89%
DiversifiedEquity0.89%
FinancialEquity0.87%
HealthcareEquity0.86%
HealthcareEquity0.86%
Capital GoodsEquity0.84%
FinancialEquity0.83%
Capital GoodsEquity0.82%
TechnologyEquity0.81%
ConstructionEquity0.79%
HealthcareEquity0.75%
Consumer StaplesEquity0.75%
HealthcareEquity0.74%
Capital GoodsEquity0.72%
FinancialEquity0.70%
FinancialEquity0.70%
ServicesEquity0.69%
FinancialEquity0.67%
ConstructionEquity0.67%
Capital GoodsEquity0.66%
ChemicalsEquity0.65%
HealthcareEquity0.65%
Capital GoodsEquity0.64%
HealthcareEquity0.64%
ChemicalsEquity0.63%
TechnologyEquity0.63%
Capital GoodsEquity0.62%
CommunicationEquity0.62%
ServicesEquity0.61%
ChemicalsEquity0.60%
CommunicationEquity0.60%
ServicesEquity0.60%
Consumer DiscretionaryEquity0.60%
Consumer DiscretionaryEquity0.60%
ServicesEquity0.59%
FinancialEquity0.58%
HealthcareEquity0.57%
EnergyEquity0.57%
Capital GoodsEquity0.57%
ServicesEquity0.57%
EnergyEquity0.57%
HealthcareEquity0.56%
HealthcareEquity0.55%
ConstructionEquity0.53%
TechnologyEquity0.53%
EnergyEquity0.53%
Capital GoodsEquity0.53%
Metals & MiningEquity0.53%
CommunicationEquity0.52%
ConstructionEquity0.52%
Metals & MiningEquity0.52%
FinancialEquity0.51%
EnergyEquity0.50%
AutomobileEquity0.50%
TechnologyEquity0.50%
FinancialEquity0.50%
HealthcareEquity0.49%
Capital GoodsEquity0.48%
ChemicalsEquity0.48%
FinancialEquity0.48%
FinancialEquity0.47%
Metals & MiningEquity0.47%
ChemicalsEquity0.47%
Consumer StaplesEquity0.47%
ConstructionEquity0.47%
Metals & MiningEquity0.46%
EnergyEquity0.46%
ServicesEquity0.45%
Capital GoodsEquity0.45%
Consumer StaplesEquity0.45%
TechnologyEquity0.45%
HealthcareEquity0.45%
ConstructionEquity0.45%
FinancialEquity0.44%
HealthcareEquity0.44%
ConstructionEquity0.44%
FinancialEquity0.42%
ServicesEquity0.42%
Capital GoodsEquity0.42%
HealthcareEquity0.42%
Consumer StaplesEquity0.42%
HealthcareEquity0.41%
ChemicalsEquity0.41%
Consumer StaplesEquity0.40%
ChemicalsEquity0.40%
ChemicalsEquity0.40%
Consumer DiscretionaryEquity0.40%
ConstructionEquity0.39%
ServicesEquity0.39%
Capital GoodsEquity0.38%
Capital GoodsEquity0.38%
TechnologyEquity0.38%
FinancialEquity0.38%
FinancialEquity0.37%
ServicesEquity0.37%
Metals & MiningEquity0.37%
ServicesEquity0.37%
FinancialEquity0.37%
Capital GoodsEquity0.37%
HealthcareEquity0.37%
FinancialEquity0.36%
HealthcareEquity0.36%
ChemicalsEquity0.36%
ConstructionEquity0.36%
EnergyEquity0.35%
ChemicalsEquity0.35%
Consumer StaplesEquity0.35%
ServicesEquity0.35%
ServicesEquity0.34%
AutomobileEquity0.34%
FinancialEquity0.34%
AutomobileEquity0.34%
TechnologyEquity0.33%
ServicesEquity0.33%
Metals & MiningEquity0.33%
FinancialEquity0.33%
ServicesEquity0.33%
AutomobileEquity0.33%
FinancialEquity0.32%
InsuranceEquity0.32%
Metals & MiningEquity0.32%
HealthcareEquity0.32%
Metals & MiningEquity0.32%
ConstructionEquity0.31%
FinancialEquity0.31%
TechnologyEquity0.30%
Metals & MiningEquity0.30%
ChemicalsEquity0.30%
HealthcareEquity0.30%
Capital GoodsEquity0.30%
Consumer StaplesEquity0.30%
Consumer StaplesEquity0.29%
ChemicalsEquity0.29%
HealthcareEquity0.29%
HealthcareEquity0.29%
ConstructionEquity0.29%
FinancialEquity0.29%
TextilesEquity0.29%
Capital GoodsEquity0.28%
Capital GoodsEquity0.28%
ChemicalsEquity0.28%
FinancialEquity0.28%
Metals & MiningEquity0.28%
ConstructionEquity0.27%
FinancialEquity0.27%
Capital GoodsEquity0.27%
ServicesEquity0.27%
AutomobileEquity0.27%
ServicesEquity0.27%
ServicesEquity0.26%
TechnologyEquity0.26%
Consumer StaplesEquity0.26%
ChemicalsEquity0.26%
FinancialEquity0.26%
Capital GoodsEquity0.26%
TextilesEquity0.25%
Capital GoodsEquity0.25%
ConstructionEquity0.25%
TechnologyEquity0.25%
FinancialEquity0.25%
ChemicalsEquity0.25%
ConstructionEquity0.25%
Metals & MiningEquity0.24%
ConstructionEquity0.24%
Consumer StaplesEquity0.24%
FinancialEquity0.24%
ServicesEquity0.23%
Consumer DiscretionaryEquity0.23%
ServicesEquity0.23%
HealthcareEquity0.23%
Consumer StaplesEquity0.23%
Capital GoodsEquity0.23%
FinancialEquity0.23%
ConstructionEquity0.22%
Consumer StaplesEquity0.22%
Consumer DiscretionaryEquity0.21%
TextilesEquity0.21%
ChemicalsEquity0.21%
FinancialEquity0.21%
HealthcareEquity0.21%
ConstructionEquity0.21%
ChemicalsEquity0.21%
AutomobileEquity0.21%
ServicesEquity0.21%
CommunicationEquity0.21%
TechnologyEquity0.20%
ServicesEquity0.20%
ConstructionEquity0.20%
Capital GoodsEquity0.20%
ConstructionEquity0.19%
ConstructionEquity0.19%
CommunicationEquity0.19%
ChemicalsEquity0.19%
FinancialEquity0.18%
ConstructionEquity0.18%
ConstructionEquity0.18%
Capital GoodsEquity0.18%
Consumer DiscretionaryEquity0.18%
Consumer DiscretionaryEquity0.18%
Consumer StaplesEquity0.18%
ConstructionEquity0.18%
Consumer StaplesEquity0.18%
Capital GoodsEquity0.18%
FinancialEquity0.18%
ConstructionEquity0.17%
Consumer DiscretionaryEquity0.17%
TechnologyEquity0.17%
AutomobileEquity0.16%
ConstructionEquity0.16%
Consumer StaplesEquity0.16%
EnergyEquity0.16%
ChemicalsEquity0.15%
EnergyEquity0.15%
FinancialEquity0.15%
HealthcareEquity0.14%
CommunicationEquity0.14%
ChemicalsEquity0.14%
Metals & MiningEquity0.14%
TextilesEquity0.14%
Metals & MiningEquity0.13%
ChemicalsEquity0.13%
OthersEquity0.13%
FinancialEquity0.13%
TechnologyEquity0.13%
ServicesEquity0.13%
Consumer StaplesEquity0.13%
Consumer StaplesEquity0.12%
ServicesEquity0.12%
Consumer StaplesEquity0.12%
ChemicalsEquity0.12%
ServicesEquity0.11%
HealthcareEquity0.11%
ServicesEquity0.11%
AutomobileEquity0.10%
HealthcareEquity0.10%
Consumer StaplesEquity0.09%
TechnologyEquity0.08%
ServicesEquity0.06%
HealthcareEquity0.05%
See All

Pros and cons

Category: Equity Small Cap

Pros

Lower expense ratio: 0.36%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Cons

5Y annualised returns lower than category average by 0.95%
Low rating: 2

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

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%.

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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