Motilal Oswal Nifty Smallcap 250 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 88
Rating
Growth Option 13-03-2026
NAV ₹31.8(R) -2.68% ₹33.27(D) -2.68%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.06% 17.91% 14.98% -% -%
Direct 5.83% 18.73% 15.8% -% -%
Benchmark
SIP (XIRR) Regular -16.89% 2.11% 9.61% -% -%
Direct -16.26% 2.89% 10.43% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.69 0.35 0.57 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.72% -23.79% -24.99% - 14.39%
Fund AUM As on: 30/12/2025 1023 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 31.8
-0.8800
-2.6800%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 33.27
-0.9200
-2.6800%

Review Date: 13-03-2026

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 Motilal Oswal Nifty Smallcap 250 Index Fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.69 which is lower than the category average of 1.0.
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 -7.07%, -9.69 and -13.87 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of 5.83% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 18.73% in last three years and ranked 30.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a return of 15.8% in last five years and ranked 4th out of thirty four funds in the category. In the same period the Index Funds category average return was 11.86%.
  • The fund has given a SIP return of -16.26% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 172nd in 200 funds
  • The fund has SIP return of 2.89% in last three years and ranks 81st in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.
  • The fund has SIP return of 10.43% in last five years whereas category average SIP return is 8.93%.

Motilal Oswal Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.72 and semi deviation of 14.39. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -23.79 and a maximum drawdown of -24.99. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 % -7.12
    -7.43
    		-14.39 | 2.82 88 | 240 Good
    3M Return % -9.85
    -8.67
    		-24.12 | 4.91 133 | 238 Average
    6M Return % -14.17
    -6.95
    		-25.73 | 18.69 206 | 231 Poor
    1Y Return % 5.06
    7.18
    		-18.51 | 51.00 128 | 202 Average
    3Y Return % 17.91
    14.15
    		1.04 | 24.40 31 | 101 Good
    5Y Return % 14.98
    11.35
    		8.24 | 17.03 4 | 34 Very Good
    1Y SIP Return % -16.89
    -9.05
    		-36.17 | 22.18 171 | 195 Poor
    3Y SIP Return % 2.11
    5.08
    		-10.85 | 20.86 79 | 96 Poor
    5Y SIP Return % 9.61
    8.37
    		5.00 | 18.07 9 | 32 Good
    Standard Deviation 19.72
    12.06
    		0.60 | 22.45 99 | 102 Poor
    Semi Deviation 14.39
    8.86
    		0.37 | 16.91 99 | 102 Poor
    Max Drawdown % -24.99
    -15.82
    		-29.16 | 0.00 86 | 102 Poor
    VaR 1 Y % -23.79
    -15.41
    		-34.57 | 0.00 81 | 102 Poor
    Average Drawdown % -7.18
    -5.73
    		-14.55 | 0.00 80 | 102 Poor
    Sharpe Ratio 0.69
    1.00
    		-0.17 | 2.42 69 | 102 Average
    Sterling Ratio 0.57
    0.66
    		0.05 | 1.48 68 | 102 Average
    Sortino Ratio 0.35
    0.59
    		-0.02 | 2.60 68 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.07 -7.33 -14.35 | 2.87 87 | 248 Good
    3M Return % -9.69 -8.51 -24.00 | 5.08 135 | 245 Average
    6M Return % -13.87 -6.70 -25.50 | 18.96 206 | 237 Poor
    1Y Return % 5.83 7.71 -17.98 | 51.99 129 | 204 Average
    3Y Return % 18.73 14.67 1.56 | 25.10 30 | 101 Good
    5Y Return % 15.80 11.86 8.94 | 17.85 4 | 34 Very Good
    1Y SIP Return % -16.26 -8.46 -35.73 | 22.85 172 | 200 Poor
    3Y SIP Return % 2.89 5.68 -10.36 | 21.51 81 | 99 Poor
    5Y SIP Return % 10.43 8.93 5.68 | 18.71 10 | 34 Good
    Standard Deviation 19.72 12.06 0.60 | 22.45 99 | 102 Poor
    Semi Deviation 14.39 8.86 0.37 | 16.91 99 | 102 Poor
    Max Drawdown % -24.99 -15.82 -29.16 | 0.00 86 | 102 Poor
    VaR 1 Y % -23.79 -15.41 -34.57 | 0.00 81 | 102 Poor
    Average Drawdown % -7.18 -5.73 -14.55 | 0.00 80 | 102 Poor
    Sharpe Ratio 0.69 1.00 -0.17 | 2.42 69 | 102 Average
    Sterling Ratio 0.57 0.66 0.05 | 1.48 68 | 102 Average
    Sortino Ratio 0.35 0.59 -0.02 | 2.60 68 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    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
    13-03-2026 31.8003 33.2687
    12-03-2026 32.6765 34.1846
    11-03-2026 32.8059 34.3193
    10-03-2026 32.9338 34.4525
    09-03-2026 32.2454 33.7317
    06-03-2026 33.0161 34.5358
    05-03-2026 33.1095 34.6329
    04-03-2026 32.6499 34.1514
    02-03-2026 33.3571 34.8897
    27-02-2026 34.0034 35.5637
    26-02-2026 34.3607 35.9366
    25-02-2026 34.3364 35.9106
    24-02-2026 34.1173 35.6807
    23-02-2026 34.3214 35.8934
    20-02-2026 34.1762 35.7394
    19-02-2026 34.2354 35.8007
    18-02-2026 34.6491 36.2326
    17-02-2026 34.4758 36.0507
    16-02-2026 34.2216 35.7841
    13-02-2026 34.2397 35.801

    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.