Motilal Oswal Nifty Smallcap 250 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 40
Rating
Growth Option 04-12-2025
NAV ₹35.56(R) -0.68% ₹37.13(D) -0.68%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -8.89% 18.6% 22.77% -% -%
Direct -8.23% 19.43% 23.63% -% -%
Benchmark
SIP (XIRR) Regular 1.05% 12.96% 15.58% -% -%
Direct 1.8% 13.8% 16.42% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.8 0.4 0.63 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.41% -20.54% -24.99% - 14.22%
Fund AUM As on: 30/06/2025 874 Cr
Top Index Fund
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 35.56
-0.2400
-0.6800%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 37.13
-0.2500
-0.6800%

Review Date: 04-12-2025

Beginning of Analysis

Motilal Oswal Nifty Smallcap 250 Index Fund is the 41st ranked fund in the Index Funds category. The category has total 90 funds. The 3 star rating shows an average past performance of the Motilal Oswal Nifty Smallcap 250 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.8 which is lower than the category average of 0.9.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Motilal Oswal Nifty Smallcap 250 Index Fund Return Analysis

  • The fund has given a return of -4.22%, -1.64 and -2.53 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of -8.23% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 19.43% in last three years and ranked 15.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a return of 23.63% in last five years and ranked 2nd out of 30 funds in the category. In the same period the Index Funds category average return was 16.66%.
  • The fund has given a SIP return of 1.8% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 129th in 142 funds
  • The fund has SIP return of 13.8% in last three years and ranks 38th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.
  • The fund has SIP return of 16.42% in last five years whereas category average SIP return is 13.64%.

Motilal Oswal Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.41 and semi deviation of 14.22. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -20.54 and a maximum drawdown of -24.99. The category average VaR is -15.13 and the maximum drawdown is -15.16.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.27
    0.25
    		-7.49 | 8.69 138 | 143 Poor
    3M Return % -1.82
    3.48
    		-5.40 | 9.73 132 | 143 Poor
    6M Return % -2.89
    3.77
    		-11.71 | 20.00 135 | 143 Poor
    1Y Return % -8.89
    2.09
    		-18.02 | 21.75 120 | 142 Poor
    3Y Return % 18.60
    13.96
    		7.08 | 28.24 15 | 98 Very Good
    5Y Return % 22.77
    16.14
    		13.70 | 23.24 2 | 30 Very Good
    1Y SIP Return % 1.05
    10.67
    		-7.04 | 34.19 129 | 140 Poor
    3Y SIP Return % 12.96
    13.09
    		7.15 | 26.30 54 | 96 Average
    5Y SIP Return % 15.58
    13.14
    		10.94 | 19.40 3 | 30 Very Good
    Standard Deviation 19.41
    11.94
    		0.54 | 20.24 94 | 96 Poor
    Semi Deviation 14.22
    8.76
    		0.35 | 14.61 94 | 96 Poor
    Max Drawdown % -24.99
    -15.16
    		-29.16 | 0.00 83 | 96 Poor
    VaR 1 Y % -20.54
    -15.13
    		-29.82 | 0.00 69 | 96 Average
    Average Drawdown % -8.44
    -6.40
    		-14.65 | 0.00 71 | 96 Average
    Sharpe Ratio 0.80
    0.90
    		0.11 | 2.28 35 | 96 Good
    Sterling Ratio 0.63
    0.62
    		0.26 | 1.61 33 | 96 Good
    Sortino Ratio 0.40
    0.50
    		0.09 | 1.81 33 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.22 0.31 -7.45 | 8.75 136 | 145 Poor
    3M Return % -1.64 3.62 -5.25 | 9.93 132 | 145 Poor
    6M Return % -2.53 4.04 -11.41 | 20.33 132 | 145 Poor
    1Y Return % -8.23 2.55 -17.49 | 22.37 122 | 144 Poor
    3Y Return % 19.43 14.48 7.29 | 28.93 15 | 98 Very Good
    5Y Return % 23.63 16.66 14.42 | 24.16 2 | 30 Very Good
    1Y SIP Return % 1.80 11.21 -6.45 | 34.90 129 | 142 Poor
    3Y SIP Return % 13.80 13.60 7.36 | 26.97 38 | 96 Good
    5Y SIP Return % 16.42 13.64 11.66 | 20.03 3 | 30 Very Good
    Standard Deviation 19.41 11.94 0.54 | 20.24 94 | 96 Poor
    Semi Deviation 14.22 8.76 0.35 | 14.61 94 | 96 Poor
    Max Drawdown % -24.99 -15.16 -29.16 | 0.00 83 | 96 Poor
    VaR 1 Y % -20.54 -15.13 -29.82 | 0.00 69 | 96 Average
    Average Drawdown % -8.44 -6.40 -14.65 | 0.00 71 | 96 Average
    Sharpe Ratio 0.80 0.90 0.11 | 2.28 35 | 96 Good
    Sterling Ratio 0.63 0.62 0.26 | 1.61 33 | 96 Good
    Sortino Ratio 0.40 0.50 0.09 | 1.81 33 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Nifty Smallcap 250 Index Fund NAV Regular Growth Motilal Oswal Nifty Smallcap 250 Index Fund NAV Direct Growth
    04-12-2025 35.5593 37.1294
    03-12-2025 35.645 37.2182
    02-12-2025 35.8042 37.3837
    01-12-2025 35.9641 37.5499
    28-11-2025 35.8852 37.4654
    27-11-2025 35.9664 37.5494
    26-11-2025 36.0956 37.6836
    25-11-2025 35.6753 37.244
    24-11-2025 35.6385 37.2049
    21-11-2025 35.8725 37.447
    20-11-2025 36.3248 37.9184
    19-11-2025 36.3597 37.9541
    18-11-2025 36.5137 38.1141
    17-11-2025 36.8899 38.506
    14-11-2025 36.6423 38.2454
    13-11-2025 36.5715 38.1707
    12-11-2025 36.718 38.3229
    11-11-2025 36.4482 38.0406
    10-11-2025 36.4988 38.0927
    07-11-2025 36.5033 38.095
    06-11-2025 36.5892 38.184
    04-11-2025 37.1458 38.7633

    Fund Launch Date: 19/Aug/2019
    Fund Category: Index Fund
    Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
    Fund Description: An open ended scheme replicating /Tracking Nifty smallcap 250 Index
    Fund Benchmark: Nifty Smallcap 250 Index Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.