Motilal Oswal Nifty Smallcap 250 Index Fund Growth

Motilal Oswal Nifty Smallcap 250 Index Fund Growth

+19.87%
3Y annualised
+1.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Apr '26
₹33.67
Min. for SIP
₹500
Fund size (AUM)
₹931.82 Cr
Expense ratio
1.05%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹27,837
-7.21%
1 year₹60,000₹54,449
-9.25%
3 years₹1,80,000₹1,79,628
-0.21%
5 years₹3,00,000₹3,72,720
+24.24%

Holdings (251)

NameSectorInstrumentsAssets
Karur Vysya Bank Ltd.FinancialEquity1.61%
Delhivery Ltd.ServicesEquity1.37%
Navin Fluorine International Ltd.ChemicalsEquity1.33%
Piramal Finance Ltd.FinancialEquity1.30%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.27%
Central Depository Services (India) Ltd.FinancialEquity1.17%
RBL Bank Ltd.FinancialEquity1.03%
City Union Bank Ltd.FinancialEquity1.02%
Aster DM Healthcare Ltd.HealthcareEquity1.00%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.99%
Krishna Institute of Medical Sciences LtdHealthcareEquity0.90%
Computer Age Management Services Ltd.ServicesEquity0.88%
Hindustan Copper Ltd.Metals & MiningEquity0.88%
Angel One Ltd.FinancialEquity0.87%
Ather Energy Ltd.AutomobileEquity0.85%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.84%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.84%
PNB Housing Finance Ltd.FinancialEquity0.83%
The Great Eastern Shipping Company Ltd.EnergyEquity0.82%
Manappuram Finance Ltd.FinancialEquity0.81%
Cholamandalam Financial Holdings Ltd.FinancialEquity0.80%
Gland Pharma Ltd.HealthcareEquity0.79%
Sai Life Sciences Ltd.HealthcareEquity0.79%
Acutaas Chemicals Ltd.HealthcareEquity0.78%
Anand Rathi Wealth Ltd.FinancialEquity0.76%
Bandhan Bank Ltd.FinancialEquity0.74%
Kalpataru Projects International Ltd.Capital GoodsEquity0.71%
Redington Ltd.ServicesEquity0.70%
KFin Technologies Ltd.FinancialEquity0.69%
The Ramco Cements Ltd.ConstructionEquity0.68%
Timken India Ltd.Capital GoodsEquity0.68%
Sammaan Capital Ltd.FinancialEquity0.68%
Narayana Hrudayalaya Ltd.HealthcareEquity0.65%
Kirloskar Oil Engines Ltd.Capital GoodsEquity0.65%
Star Health and Allied Insurance Company Ltd.InsuranceEquity0.63%
Kaynes Technology India Ltd.Capital GoodsEquity0.63%
Welspun Corp Ltd.Metals & MiningEquity0.63%
Poonawalla Fincorp Ltd.FinancialEquity0.62%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity0.61%
Neuland Laboratories Ltd.HealthcareEquity0.61%
Himadri Speciality Chemical Ltd.ChemicalsEquity0.61%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.60%
Indraprastha Gas Ltd.EnergyEquity0.60%
Atul Ltd.ChemicalsEquity0.60%
Elgi Equipments Ltd.Capital GoodsEquity0.59%
IIFL Finance Ltd.FinancialEquity0.59%
Wockhardt Ltd.HealthcareEquity0.57%
Asahi India Glass Ltd.ConstructionEquity0.56%
CESC Ltd.EnergyEquity0.56%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.55%
Force Motors Ltd.AutomobileEquity0.55%
Sagility Ltd.ServicesEquity0.54%
Affle 3I Ltd.TechnologyEquity0.54%
Tata Chemicals Ltd.ChemicalsEquity0.54%
Indian Energy Exchange Ltd.ServicesEquity0.54%
PTC Industries Ltd.Metals & MiningEquity0.53%
Brigade Enterprises Ltd.ConstructionEquity0.53%
Granules India Ltd.HealthcareEquity0.53%
Data Patterns (India) Ltd.Capital GoodsEquity0.53%
Carborundum Universal Ltd.Metals & MiningEquity0.53%
Nuvama Wealth Management Ltd.FinancialEquity0.53%
Deepak Nitrite Ltd.ChemicalsEquity0.52%
IRB Infrastructure Developers Ltd.ConstructionEquity0.52%
Tata Technologies LtdServicesEquity0.51%
Natco Pharma Ltd.HealthcareEquity0.51%
Craftsman Automation Ltd.AutomobileEquity0.50%
Piramal Pharma Ltd.HealthcareEquity0.50%
Castrol India Ltd.EnergyEquity0.49%
Amara Raja Energy & Mobility LtdCapital GoodsEquity0.48%
Home First Finance Company India Ltd.FinancialEquity0.48%
Aarti Industries Ltd.ChemicalsEquity0.48%
Onesource Specialty Pharma Ltd.HealthcareEquity0.48%
NBCC (India) Ltd.ConstructionEquity0.47%
E.I.D. - Parry (India) Ltd.Consumer StaplesEquity0.47%
Go Digit General Insurance Ltd.InsuranceEquity0.46%
Emami Ltd.Consumer StaplesEquity0.46%
Kajaria Ceramics Ltd.ConstructionEquity0.45%
PG Electroplast Ltd.Capital GoodsEquity0.44%
Aegis Logistics Ltd.ServicesEquity0.44%
Syngene International Ltd.HealthcareEquity0.44%
Nava Ltd.OthersEquity0.43%
CCL Products (India) Ltd.Consumer StaplesEquity0.43%
Inox Wind Ltd.Capital GoodsEquity0.43%
Pfizer Ltd.HealthcareEquity0.42%
Usha Martin Ltd.Metals & MiningEquity0.42%
Eris Lifesciences Ltd.HealthcareEquity0.42%
CarTrade Tech Ltd.ServicesEquity0.41%
HFCL Ltd.CommunicationEquity0.41%
HBL Engineering Ltd.Capital GoodsEquity0.41%
Aptus Value Housing Finance India Ltd.FinancialEquity0.41%
Jaiprakash Power Ventures Ltd.EnergyEquity0.40%
Five-Star Business Finance Ltd.FinancialEquity0.40%
Ceat Ltd.AutomobileEquity0.40%
Can Fin Homes Ltd.FinancialEquity0.39%
KEC International Ltd.Capital GoodsEquity0.39%
Zee Entertainment Enterprises Ltd.CommunicationEquity0.39%
Gujarat State Petronet Ltd.EnergyEquity0.39%
Godawari Power And Ispat Ltd.Metals & MiningEquity0.39%
Inventurus Knowledge Solutions Ltd.ServicesEquity0.39%
Jubilant Pharmova Ltd.HealthcareEquity0.39%
PVR Inox Ltd.ServicesEquity0.39%
Firstsource Solutions Ltd.ServicesEquity0.38%
Capri Global Capital Ltd.FinancialEquity0.38%
Chambal Fertilisers and Chemicals Ltd.ChemicalsEquity0.38%
Aditya Birla Sun Life AMC Ltd.FinancialEquity0.38%
Cyient Ltd.TechnologyEquity0.37%
CreditAccess Grameen Ltd.FinancialEquity0.37%
Anant Raj Ltd.ConstructionEquity0.36%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.36%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity0.36%
Indiamart Intermesh Ltd.ServicesEquity0.36%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.35%
Syrma SGS Technology Ltd.Capital GoodsEquity0.35%
Bayer CropScience Ltd.ChemicalsEquity0.35%
Gillette India Ltd.Consumer StaplesEquity0.35%
Zen Technologies Ltd.TechnologyEquity0.35%
Finolex Cables Ltd.Capital GoodsEquity0.35%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity0.35%
Reliance Power Ltd.EnergyEquity0.35%
Zensar Technologies Ltd.TechnologyEquity0.34%
Rainbow Children's Medicare Ltd.HealthcareEquity0.34%
Garden Reach Shipbuilders & Engineers Ltd.Capital GoodsEquity0.34%
Balrampur Chini Mills Ltd.Consumer StaplesEquity0.34%
eClerx Services Ltd.ServicesEquity0.33%
Sun TV Network Ltd.ServicesEquity0.33%
Belrise Industries Ltd.AutomobileEquity0.33%
Birlasoft Ltd.TechnologyEquity0.32%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.32%
EIH Ltd.ServicesEquity0.32%
Shyam Metalics And Energy Ltd.Metals & MiningEquity0.32%
NCC Ltd.ConstructionEquity0.31%
Vardhman Textiles Ltd.TextilesEquity0.31%
Sobha Ltd.ConstructionEquity0.31%
Mahanagar Gas Ltd.EnergyEquity0.31%
Gabriel India Ltd.AutomobileEquity0.31%
BEML Ltd.Capital GoodsEquity0.31%
Intellect Design Arena Ltd.TechnologyEquity0.31%
Netweb Technologies India Ltd.TechnologyEquity0.30%
Triveni Turbine Ltd.ConstructionEquity0.30%
Chalet Hotels Ltd.ServicesEquity0.30%
LT Foods Ltd.Consumer StaplesEquity0.29%
Lemon Tree Hotels Ltd.ServicesEquity0.29%
Engineers India Ltd.ConstructionEquity0.29%
Schneider Electric Infrastructure Ltd.Capital GoodsEquity0.29%
Techno Electric & Engineering Company Ltd.Capital GoodsEquity0.29%
Akzo Nobel India Ltd.ChemicalsEquity0.29%
The Jammu & Kashmir Bank Ltd.FinancialEquity0.29%
Cohance Lifesciences Ltd.HealthcareEquity0.29%
Choice International Ltd.FinancialEquity0.28%
Ramkrishna Forgings Ltd.Metals & MiningEquity0.28%
Aadhar Housing Finance LtdFinancialEquity0.28%
Aditya Birla Lifestyle Brands Ltd.ServicesEquity0.28%
JK Tyre & Industries Ltd.AutomobileEquity0.28%
Sarda Energy & Minerals Ltd.Metals & MiningEquity0.28%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.28%
The Fertilisers And Chemicals Travancore Ltd.ChemicalsEquity0.27%
Chennai Petroleum Corporation Ltd.EnergyEquity0.27%
Supreme Petrochem Ltd.ChemicalsEquity0.27%
Paradeep Phosphates Ltd.ChemicalsEquity0.27%
Brainbees Solutions Ltd.Consumer StaplesEquity0.27%
Titagarh Rail Systems Ltd.AutomobileEquity0.27%
Indian Overseas BankFinancialEquity0.27%
Ola Electric Mobility Ltd.AutomobileEquity0.27%
Jubilant Ingrevia Ltd.ChemicalsEquity0.27%
Poly Medicure Ltd.HealthcareEquity0.27%
HEG Ltd.ConstructionEquity0.27%
Indegene Ltd.HealthcareEquity0.26%
Sumitomo Chemical India Ltd.ChemicalsEquity0.26%
DCM Shriram Ltd.ChemicalsEquity0.26%
JM Financial Ltd.FinancialEquity0.26%
Niva Bupa Health Insurance Company Ltd.InsuranceEquity0.26%
Aavas Financiers Ltd.FinancialEquity0.25%
Jindal Saw Ltd.Metals & MiningEquity0.25%
PCBL Chemical Ltd.ChemicalsEquity0.25%
R R Kabel Ltd.Consumer DiscretionaryEquity0.25%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.25%
Afcons Infrastructure Ltd.ConstructionEquity0.25%
Swan Corp Ltd.ConstructionEquity0.25%
Gravita India Ltd.Metals & MiningEquity0.25%
DOMS Industries Ltd.Consumer StaplesEquity0.24%
Graphite India Ltd.Capital GoodsEquity0.24%
Zydus Wellness Ltd.Consumer StaplesEquity0.24%
Sonata Software Ltd.TechnologyEquity0.24%
Bikaji Foods International Ltd.Consumer StaplesEquity0.24%
Minda Corporation Ltd.AutomobileEquity0.24%
Honasa Consumer Ltd.Consumer StaplesEquity0.24%
Physicswallah Ltd.ServicesEquity0.24%
Tenneco Clean Air India LtdAutomobileEquity0.23%
Olectra Greentech Ltd.AutomobileEquity0.23%
Meesho Ltd.ServicesEquity0.23%
UTI Asset Management Company Ltd.FinancialEquity0.23%
Bata India Ltd.Consumer StaplesEquity0.23%
NMDC Steel Ltd.Metals & MiningEquity0.22%
Devyani International Ltd.ServicesEquity0.22%
Ircon International Ltd.ConstructionEquity0.22%
Shipping Corporation Of India Ltd.ServicesEquity0.22%
TBO Tek Ltd.ServicesEquity0.21%
Sapphire Foods India Ltd.ServicesEquity0.21%
Aditya Infotech Ltd.CommunicationEquity0.21%
IDBI Bank Ltd.FinancialEquity0.20%
Welspun Living Ltd.Consumer DiscretionaryEquity0.20%
Concord Biotech Ltd.HealthcareEquity0.20%
SBFC Finance Ltd.FinancialEquity0.20%
Anupam Rasayan India Ltd.ChemicalsEquity0.20%
Leela Palaces Hotels & Resorts Ltd.ServicesEquity0.19%
Jupiter Wagons Ltd.ServicesEquity0.19%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity0.19%
Tejas Networks Ltd.CommunicationEquity0.19%
IFCI Ltd.FinancialEquity0.19%
Mangalore Refinery And Petrochemicals Ltd.EnergyEquity0.19%
Clean Science And Technology Ltd.ChemicalsEquity0.19%
Elecon Engineering Company Ltd.Capital GoodsEquity0.18%
Action Construction Equipment Ltd.Capital GoodsEquity0.18%
Central Bank of IndiaFinancialEquity0.18%
Caplin Point Laboratories Ltd.HealthcareEquity0.18%
BLS International Services Ltd.ServicesEquity0.17%
Cemindia Projects Ltd.ConstructionEquity0.17%
Nuvoco Vistas Corporation Ltd.ConstructionEquity0.17%
Canara HSBC Life Insurance Company Ltd.InsuranceEquity0.17%
Trident Ltd.TextilesEquity0.17%
Blue Dart Express Ltd.ServicesEquity0.17%
Signatureglobal (India) Ltd.ConstructionEquity0.16%
JSW Cement Ltd.ConstructionEquity0.16%
Tega Industries Ltd.Metals & MiningEquity0.16%
Pine Labs Ltd.FinancialEquity0.16%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.16%
ACME Solar Holdings Ltd.EnergyEquity0.16%
Aditya Birla Fashion and Retail Ltd.ServicesEquity0.15%
Newgen Software Technologies Ltd.TechnologyEquity0.15%
UCO BankFinancialEquity0.15%
Jain Resource Recycling Ltd.Metals & MiningEquity0.14%
The India Cements Ltd.ConstructionEquity0.14%
Rites Ltd.ConstructionEquity0.14%
Urban Company Ltd.Consumer StaplesEquity0.14%
Saregama India Ltd.ServicesEquity0.14%
Aegis Vopak Terminals Ltd.EnergyEquity0.14%
Travel Food Services Ltd.ServicesEquity0.14%
ITI Ltd.CommunicationEquity0.14%
Bombay Burmah Trading Corporation Ltd.Consumer StaplesEquity0.13%
Emmvee Photovoltaic Power Ltd.EnergyEquity0.13%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.13%
Railtel Corporation Of India Ltd.CommunicationEquity0.13%
JBM Auto Ltd.AutomobileEquity0.12%
RHI Magnesita India Ltd.ConstructionEquity0.12%
Reliance Infrastructure Ltd.Capital GoodsEquity0.11%
Latent View Analytics Ltd.TechnologyEquity0.11%
Gallantt Ispat Ltd.Metals & MiningEquity0.10%
Tata Teleservices (Maharashtra) Ltd.CommunicationEquity0.09%
CE Info Systems Ltd.TechnologyEquity0.08%
Blue Jet Healthcare Ltd.HealthcareEquity0.07%
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+9.2%+19.9%+16.1%+20.2%
Category average (Equity Small Cap)-6.3%+19.7%+22.6%--
Rank (Equity Small Cap)361219--

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

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.
Check past data

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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

Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Also manages these schemes

About Motilal Oswal Nifty Smallcap 250 Index Fund Growth

Motilal Oswal Nifty Smallcap 250 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,24,826 Cr and the Latest NAV as of 10 Apr 2026 is ₹33.67. The Motilal Oswal Nifty Smallcap 250 Index Fund Growth is rated Very 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₹1,24,825.89 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
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,