Motilal Oswal Nifty Smallcap 250 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 60
Rating
Growth Option 19-10-2026
NAV ₹37.18(R) -1.16% ₹39.07(D) -1.15%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.97% 11.14% 11.55% 20.15% -%
Direct 1.7% 11.93% 12.34% 20.99% -%
Benchmark
SIP (XIRR) Regular -8.42% 2.84% 11.87% 17.51% -%
Direct -7.7% 3.61% 12.71% 18.4% -%
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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NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 37.18
-0.4300
-1.1600%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 39.07
-0.4500
-1.1500%

Review Date: 19-10-2026

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 -4.69%, -3.19 and 6.62 in last one, three and six months respectively. In the same period the category average return was -4.5%, -2.62% and 7.01% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of 1.7% in last one year. In the same period the Small Cap Index Mutual Funds category average return was 2.46%.
  • The fund has given a return of 11.93% 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 13.22%.
  • The fund has given a return of 12.34% 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 11.75%.
  • The fund has given a SIP return of -7.7% in last one year whereas category average SIP return is 5.81%. The fund one year return rank in the category is 14th in 15 funds
  • The fund has SIP return of 3.61% in last three years and ranks 8th in 9 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (9.44%) in the category in last three years.
  • The fund has SIP return of 12.71% in last five years whereas category average SIP return is 14.05%.

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 % -4.74
    -4.52
    		-4.92 | -3.16 6 | 16 Good
    3M Return % -3.37
    -2.72
    		-4.62 | -0.26 8 | 16 Good
    6M Return % 6.23
    6.72
    		-2.87 | 11.35 8 | 15 Good
    1Y Return % 0.97
    1.90
    		-8.81 | 7.75 11 | 14 Average
    3Y Return % 11.14
    12.54
    		10.85 | 15.64 5 | 9 Good
    5Y Return % 11.55
    11.03
    		10.20 | 11.55 1 | 3 Very Good
    7Y Return % 20.15
    20.15
    		20.15 | 20.15 1 | 1 Very Good
    1Y SIP Return % -8.42
    5.09
    		-8.42 | 13.51 14 | 14 Poor
    3Y SIP Return % 2.84
    5.50
    		2.84 | 8.85 9 | 9 Average
    5Y SIP Return % 11.87
    13.31
    		11.87 | 15.97 3 | 3 Average
    7Y SIP Return % 17.51
    17.51
    		17.51 | 17.51 1 | 1 Very 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 : Oct. 19, 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 % -4.69 -4.50 -4.88 | -3.10 7 | 17 Good
    3M Return % -3.19 -2.62 -4.44 | -0.09 8 | 17 Good
    6M Return % 6.62 7.01 -2.50 | 11.73 6 | 16 Good
    1Y Return % 1.70 2.46 -8.14 | 8.45 7 | 15 Good
    3Y Return % 11.93 13.22 11.51 | 16.27 5 | 9 Good
    5Y Return % 12.34 11.75 10.86 | 12.34 1 | 3 Very Good
    7Y Return % 20.99 20.99 20.99 | 20.99 1 | 1 Very Good
    1Y SIP Return % -7.70 5.81 -8.00 | 14.25 14 | 15 Poor
    3Y SIP Return % 3.61 6.14 3.32 | 9.44 8 | 9 Average
    5Y SIP Return % 12.71 14.05 12.71 | 16.64 3 | 3 Average
    7Y SIP Return % 18.40 18.40 18.40 | 18.40 1 | 1 Very 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 : Oct. 19, 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
    19-10-2026 37.1818 39.0685
    16-10-2026 37.6165 39.523
    15-10-2026 37.5949 39.4995
    14-10-2026 38.0337 39.9598
    13-10-2026 38.0366 39.9621
    12-10-2026 37.9058 39.8238
    09-10-2026 37.487 39.3816
    08-10-2026 37.3033 39.188
    07-10-2026 38.2206 40.1508
    06-10-2026 38.1888 40.1167
    05-10-2026 37.6629 39.5635
    01-10-2026 37.5257 39.4164
    30-09-2026 37.9728 39.8853
    29-09-2026 37.8685 39.7749
    28-09-2026 38.1397 40.059
    25-09-2026 38.7744 40.7234
    24-09-2026 38.7681 40.716
    23-09-2026 39.3142 41.2888
    22-09-2026 38.9912 40.9487
    21-09-2026 39.0304 40.9892

    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.