Motilal Oswal Nifty Smallcap 250 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 80
Rating
Growth Option 16-06-2026
NAV ₹37.08(R) +0.44% ₹38.86(D) +0.44%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.11% 17.84% 15.13% -% -%
Direct 0.63% 18.67% 15.95% -% -%
Benchmark
SIP (XIRR) Regular 7.78% 8.17% 13.89% -% -%
Direct 8.54% 8.96% 14.72% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.5 0.26 0.48 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.66% -35.68% -24.99% - 15.29%
Fund AUM As on: 30/12/2025 1023 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
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Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 3
ICICI Prudential Nifty Pharma Index Fund 4
Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 5
Axis CRISIL IBX SDL May 2027 Index Fund 6
Mirae Asset Nifty SDL Jun 2027 Index Fund 7
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ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
Navi Nifty India Manufacturing Index Fund 10
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 11
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 12
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027 15
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
- 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
Bandhan CRISIL Gilt 2027 Index Fund 19
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
Bandhan CRISIL Gilt 2028 Index Fund 21

NAV Date: 16-06-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 37.08
0.1600
0.4400%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 38.86
0.1700
0.4400%

Review Date: 16-06-2026

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 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 0.5 which is lower than the category average of 0.63.
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 5.46%, 17.24 and 6.32 in last one, three and six months respectively. In the same period the category average return was 2.52%, 7.88% and -0.42% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of 0.63% in last one year. In the same period the Index Funds category average return was 1.53%.
  • The fund has given a return of 18.67% in last three years and ranked 22.0nd out of one hundred and nine funds in the category. In the same period the Index Funds category average return was 13.6%.
  • The fund has given a return of 15.95% in last five years and ranked 5th out of forty one funds in the category. In the same period the Index Funds category average return was 11.62%.
  • The fund has given a SIP return of 8.54% in last one year whereas category average SIP return is 2.01%. The fund one year return rank in the category is 48th in 211 funds
  • The fund has SIP return of 8.96% in last three years and ranks 35th in 104 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (32.9%) in the category in last three years.
  • The fund has SIP return of 14.72% in last five years whereas category average SIP return is 10.35%.

Motilal Oswal Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 20.66 and semi deviation of 15.29. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -35.68 and a maximum drawdown of -24.99. The category average VaR is -21.49 and the maximum drawdown is -16.43.

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 % 5.39
    2.47
    		-4.87 | 8.74 27 | 240 Very Good
    3M Return % 17.03
    7.76
    		-1.45 | 24.66 17 | 240 Very Good
    6M Return % 5.94
    -0.71
    		-24.61 | 23.73 35 | 238 Very Good
    1Y Return % -0.11
    1.01
    		-26.13 | 49.38 120 | 217 Average
    3Y Return % 17.84
    13.08
    		1.17 | 31.47 26 | 109 Very Good
    5Y Return % 15.13
    11.11
    		5.89 | 17.71 5 | 41 Very Good
    1Y SIP Return % 7.78
    1.38
    		-29.48 | 35.90 53 | 215 Very Good
    3Y SIP Return % 8.17
    6.67
    		-12.53 | 32.28 38 | 107 Good
    5Y SIP Return % 13.89
    9.77
    		3.60 | 22.56 6 | 41 Very Good
    Standard Deviation 20.66
    13.58
    		0.49 | 22.47 99 | 102 Poor
    Semi Deviation 15.29
    10.42
    		0.33 | 16.92 95 | 102 Poor
    Max Drawdown % -24.99
    -16.43
    		-31.62 | 0.00 86 | 102 Poor
    VaR 1 Y % -35.68
    -21.49
    		-38.54 | 0.00 99 | 102 Poor
    Average Drawdown % -8.26
    -7.11
    		-14.55 | 0.00 67 | 102 Average
    Sharpe Ratio 0.50
    0.63
    		-0.17 | 2.35 57 | 102 Average
    Sterling Ratio 0.48
    0.50
    		0.04 | 1.20 45 | 102 Good
    Sortino Ratio 0.26
    0.36
    		-0.02 | 1.97 51 | 102 Good
    Return data last Updated On : June 16, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.46 2.52 -4.83 | 8.78 24 | 248 Very Good
    3M Return % 17.24 7.88 -1.28 | 24.83 16 | 248 Very Good
    6M Return % 6.32 -0.42 -24.37 | 24.05 32 | 245 Very Good
    1Y Return % 0.63 1.53 -25.65 | 50.11 114 | 218 Average
    3Y Return % 18.67 13.60 1.69 | 32.07 22 | 109 Very Good
    5Y Return % 15.95 11.62 6.15 | 18.36 5 | 41 Very Good
    1Y SIP Return % 8.54 2.01 -29.02 | 36.59 48 | 211 Very Good
    3Y SIP Return % 8.96 7.19 -12.04 | 32.90 35 | 104 Good
    5Y SIP Return % 14.72 10.35 3.86 | 23.20 6 | 40 Very Good
    Standard Deviation 20.66 13.58 0.49 | 22.47 99 | 102 Poor
    Semi Deviation 15.29 10.42 0.33 | 16.92 95 | 102 Poor
    Max Drawdown % -24.99 -16.43 -31.62 | 0.00 86 | 102 Poor
    VaR 1 Y % -35.68 -21.49 -38.54 | 0.00 99 | 102 Poor
    Average Drawdown % -8.26 -7.11 -14.55 | 0.00 67 | 102 Average
    Sharpe Ratio 0.50 0.63 -0.17 | 2.35 57 | 102 Average
    Sterling Ratio 0.48 0.50 0.04 | 1.20 45 | 102 Good
    Sortino Ratio 0.26 0.36 -0.02 | 1.97 51 | 102 Good
    Return data last Updated On : June 16, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
    16-06-2026 37.0792 38.865
    15-06-2026 36.9166 38.6938
    12-06-2026 36.464 38.2171
    11-06-2026 35.5287 37.2362
    10-06-2026 35.8291 37.5503
    09-06-2026 36.2421 37.9823
    08-06-2026 35.7552 37.4713
    05-06-2026 36.4112 38.1565
    04-06-2026 36.4083 38.1526
    03-06-2026 36.1998 37.9333
    02-06-2026 36.1841 37.9161
    01-06-2026 35.9941 37.7163
    29-05-2026 36.2852 38.0191
    27-05-2026 36.5219 38.2655
    26-05-2026 36.3222 38.0556
    25-05-2026 36.2521 37.9813
    22-05-2026 35.8254 37.5321
    21-05-2026 35.8699 37.5779
    20-05-2026 35.6182 37.3135
    19-05-2026 35.5883 37.2814
    18-05-2026 35.1813 36.8543

    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.