Motilal Oswal Nifty Smallcap 250 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 60
Rating
Growth Option 12-08-2026
NAV ₹39.16(R) -0.25% ₹41.1(D) -0.25%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.72% 16.91% 15.01% -% -%
Direct 10.53% 17.73% 15.83% -% -%
Benchmark
SIP (XIRR) Regular 19.3% 10.19% 15.35% -% -%
Direct 20.15% 10.97% 16.18% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.52 0.28 0.51 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
22.08% -35.69% -24.99% - 15.5%
Fund AUM As on: 30/12/2025 1023 Cr
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Axis CRISIL IBX SDL May 2027 Index Fund 10
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Mirae Asset Nifty SDL Jun 2027 Index Fund 15
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Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 17
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 18
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Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 20
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Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 22
ICICI Prudential Nifty SDL Sep 2027 Index Fund 23

NAV Date: 12-08-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 39.16
-0.1000
-0.2500%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 41.1
-0.1000
-0.2500%

Review Date: 12-08-2026

Beginning of Analysis

Motilal Oswal Nifty Smallcap 250 Index Fund is the 41st ranked fund in the Index Funds category. The category has total 0 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 0.52 which is lower than the category average of 0.56.
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.
Small Cap Index Mutual Funds

Motilal Oswal Nifty Smallcap 250 Index Fund Return Analysis

  • The fund has given a return of 1.04%, 9.78 and 12.95 in last one, three and six months respectively. In the same period the category average return was 1.54%, 9.97% and 13.22% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of 10.53% in last one year. In the same period the Small Cap Index Mutual Funds category average return was 10.91%.
  • The fund has given a return of 17.73% in last three years and ranked 5.0th out of nine funds in the category. In the same period the Small Cap Index Mutual Funds category average return was 19.29%.
  • The fund has given a return of 15.83% in last five years and ranked 1st out of three funds in the category. In the same period the Small Cap Index Mutual Funds category average return was 15.17%.
  • The fund has given a SIP return of 20.15% in last one year whereas category average SIP return is 20.98%. The fund one year return rank in the category is 8th in 14 funds
  • The fund has SIP return of 10.97% in last three years and ranks 5th in 9 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (15.47%) in the category in last three years.
  • The fund has SIP return of 16.18% in last five years whereas category average SIP return is 17.06%.

Motilal Oswal Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 22.08 and semi deviation of 15.5. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -35.69 and a maximum drawdown of -24.99. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 Small Cap Index Mutual Funds Category
  • Good Performance in Small Cap Index Mutual Funds Category
  • Poor Performance in Small Cap Index Mutual Funds Category
  • Very Poor Performance in Small Cap Index Mutual 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 % 0.98
    1.52
    		0.96 | 3.01 15 | 16 Poor
    3M Return % 9.58
    9.81
    		4.43 | 12.59 12 | 15 Average
    6M Return % 12.54
    12.88
    		4.19 | 16.79 14 | 15 Poor
    1Y Return % 9.72
    10.24
    		-2.87 | 16.47 12 | 14 Average
    3Y Return % 16.91
    18.57
    		16.59 | 22.07 5 | 9 Good
    5Y Return % 15.01
    14.42
    		13.41 | 15.01 1 | 3 Very Good
    1Y SIP Return % 19.30
    20.27
    		4.38 | 28.71 12 | 14 Average
    3Y SIP Return % 10.19
    11.70
    		9.94 | 14.85 7 | 9 Average
    5Y SIP Return % 15.35
    16.31
    		15.10 | 18.48 2 | 3 Good
    Standard Deviation 22.08
    14.64
    		0.55 | 22.91 106 | 110 Poor
    Semi Deviation 15.50
    10.77
    		0.37 | 17.17 105 | 110 Poor
    Max Drawdown % -24.99
    -17.10
    		-37.89 | 0.00 92 | 110 Poor
    VaR 1 Y % -35.69
    -22.25
    		-38.54 | 0.00 106 | 110 Poor
    Average Drawdown % 8.26
    7.28
    		0.00 | 14.99 39 | 110 Good
    Sharpe Ratio 0.52
    0.56
    		-0.34 | 2.15 53 | 110 Good
    Sterling Ratio 0.51
    0.49
    		-0.05 | 1.48 40 | 110 Good
    Sortino Ratio 0.28
    0.33
    		-0.09 | 1.81 39 | 110 Good
    Return data last Updated On : Aug. 12, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.04 1.54 0.99 | 3.06 12 | 17 Average
    3M Return % 9.78 9.97 4.64 | 12.75 6 | 16 Good
    6M Return % 12.95 13.22 4.57 | 17.13 11 | 16 Average
    1Y Return % 10.53 10.91 -2.17 | 17.24 6 | 14 Good
    3Y Return % 17.73 19.29 17.29 | 22.84 5 | 9 Good
    5Y Return % 15.83 15.17 14.09 | 15.83 1 | 3 Very Good
    1Y SIP Return % 20.15 20.98 5.13 | 29.49 8 | 14 Good
    3Y SIP Return % 10.97 12.36 10.60 | 15.47 5 | 9 Good
    5Y SIP Return % 16.18 17.06 15.83 | 19.15 2 | 3 Good
    Standard Deviation 22.08 14.64 0.55 | 22.91 106 | 110 Poor
    Semi Deviation 15.50 10.77 0.37 | 17.17 105 | 110 Poor
    Max Drawdown % -24.99 -17.10 -37.89 | 0.00 92 | 110 Poor
    VaR 1 Y % -35.69 -22.25 -38.54 | 0.00 106 | 110 Poor
    Average Drawdown % 8.26 7.28 0.00 | 14.99 39 | 110 Good
    Sharpe Ratio 0.52 0.56 -0.34 | 2.15 53 | 110 Good
    Sterling Ratio 0.51 0.49 -0.05 | 1.48 40 | 110 Good
    Sortino Ratio 0.28 0.33 -0.09 | 1.81 39 | 110 Good
    Return data last Updated On : Aug. 12, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 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
    12-08-2026 39.1624 41.0953
    11-08-2026 39.2608 41.1977
    10-08-2026 39.1801 41.1121
    07-08-2026 39.2066 41.1375
    06-08-2026 39.2055 41.1355
    05-08-2026 39.1284 41.0538
    04-08-2026 38.8549 40.766
    03-08-2026 38.7954 40.7028
    31-07-2026 38.2724 40.1518
    30-07-2026 38.103 39.9732
    29-07-2026 38.3859 40.2691
    28-07-2026 37.8824 39.7402
    27-07-2026 38.0606 39.9264
    24-07-2026 37.5853 39.4254
    23-07-2026 37.6813 39.5253
    22-07-2026 38.1351 40.0005
    21-07-2026 38.6417 40.5311
    20-07-2026 38.477 40.3575
    17-07-2026 38.4357 40.3118
    16-07-2026 38.6509 40.5367
    15-07-2026 38.6288 40.5127
    14-07-2026 38.3646 40.2348
    13-07-2026 38.7822 40.672

    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.