Motilal Oswal Nifty Smallcap 250 Index Fund Overview
Category Index Fund
BMSMONEY Rank 59
Rating
Growth Option 21-05-2025
NAV ₹35.28(R) +0.42% ₹36.7(D) +0.42%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.05% 23.49% 35.76% -% -%
Direct 3.76% 24.35% 36.7% -% -%
Benchmark
SIP (XIRR) Regular -3.27% 21.31% 23.54% -% -%
Direct -2.61% 22.18% 24.44% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.52 0.27 0.49 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.2% -29.46% -24.99% - 14.84%
Top Index Fund
Fund Name Rank Rating
Motilal Oswal Nifty Bank Index Fund 1
ICICI Prudential Nifty Bank Index Fund 2
AXIS Nifty Midcap 50 Index Fund 3
Navi Nifty Bank Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 7
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 8
ICICI Prudential Nifty Midcap 150 Index Fund 9
Navi Nifty Midcap 150 Index Fund 10
UTI BSE Low Volatility Index Fund 11
HDFC NIFTY50 Equal Weight Index Fund 12
Edelweiss Nifty Large Mid Cap 250 Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 15
Kotak Nifty SDL Apr 2032 Top 12 Eq Wt Index Fund 16
UTI Nifty 50 Index Fund 17
UTI BSE Sensex Index Fund 18

NAV Date: 21-05-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 35.28
0.1500
0.4200%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 36.7
0.1500
0.4200%

Review Date: 21-05-2025

Beginning of Analysis

In the Index Funds category, Motilal Oswal Nifty Smallcap 250 Index Fund is the 59th ranked fund. The category has total 86 funds. The Motilal Oswal Nifty Smallcap 250 Index Fund has shown a poor past performence in Index Funds. The fund has a Sharpe Ratio of 0.52 which is higher than the category average of 0.51.
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 4.35%, 12.05 and -1.73 in last one, three and six months respectively. In the same period the category average return was 3.5%, 8.54% and 3.21% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of 3.76% in last one year. In the same period the Index Funds category average return was 6.98%.
  • The fund has given a return of 24.35% in last three years and ranked 10.0th out of 84 funds in the category. In the same period the Index Funds category average return was 16.9%.
  • The fund has given a return of 36.7% in last five years and ranked 1st out of 29 funds in the category. In the same period the Index Funds category average return was 24.09%.
  • The fund has given a SIP return of -2.61% in last one year whereas category average SIP return is 3.35%. The fund one year return rank in the category is 94th in 136 funds
  • The fund has SIP return of 22.18% in last three years and ranks 10th in 82 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (26.02%) in the category in last three years.
  • The fund has SIP return of 24.44% in last five years whereas category average SIP return is 16.75%.

Motilal Oswal Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 20.2 and semi deviation of 14.84. The category average standard deviation is 12.59 and semi deviation is 9.04.
  • The fund has a Value at Risk (VaR) of -29.46 and a maximum drawdown of -24.99. The category average VaR is -16.53 and the maximum drawdown is -14.13.

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


    • 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
    21-05-2025 35.2848 36.6957
    20-05-2025 35.1387 36.543
    19-05-2025 35.4574 36.8737
    16-05-2025 35.2212 36.626
    15-05-2025 34.6902 36.0731
    14-05-2025 34.4294 35.8012
    13-05-2025 33.9519 35.304
    12-05-2025 33.6713 35.0116
    09-05-2025 32.3781 33.6649
    08-05-2025 32.592 33.8866
    07-05-2025 32.9836 34.2931
    06-05-2025 32.5944 33.8878
    02-05-2025 32.969 34.2747
    30-04-2025 32.9817 34.2867
    28-04-2025 33.5149 34.8397
    25-04-2025 33.3394 34.6552
    24-04-2025 34.1796 35.528
    23-04-2025 34.1975 35.5459
    22-04-2025 34.1014 35.4454
    21-04-2025 33.8317 35.1644

    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.