Motilal Oswal Nifty Smallcap 250 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 88
Rating
Growth Option 23-01-2026
NAV ₹32.8(R) -1.95% ₹34.28(D) -1.95%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -6.63% 17.36% 19.07% -% -%
Direct -5.96% 18.18% 19.91% -% -%
Benchmark
SIP (XIRR) Regular -13.2% 5.88% 11.46% -% -%
Direct -12.54% 6.69% 12.29% -% -%
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.
19.61% -20.54% -24.99% - 14.21%
Fund AUM As on: 30/06/2025 874 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 23-01-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 32.8
-0.6500
-1.9500%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 34.28
-0.6800
-1.9500%

Review Date: 23-01-2026

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 0.69 which is lower than the category average of 0.88.
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 -7.96%, -11.18 and -14.05 in last one, three and six months respectively. In the same period the category average return was -4.02%, -3.48% and -2.02% respectively.
  • Motilal Oswal Nifty Smallcap 250 Index Fund has given a return of -5.96% in last one year. In the same period the Index Funds category average return was 5.71%.
  • The fund has given a return of 18.18% in last three years and ranked 18.0th out of 101 funds in the category. In the same period the Index Funds category average return was 14.7%.
  • The fund has given a return of 19.91% in last five years and ranked 2nd out of 31 funds in the category. In the same period the Index Funds category average return was 14.25%.
  • The fund has given a SIP return of -12.54% in last one year whereas category average SIP return is 1.85%. The fund one year return rank in the category is 133rd in 146 funds
  • The fund has SIP return of 6.69% in last three years and ranks 76th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (28.73%) in the category in last three years.
  • The fund has SIP return of 12.29% in last five years whereas category average SIP return is 11.45%.

Motilal Oswal Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.61 and semi deviation of 14.21. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -20.54 and a maximum drawdown of -24.99. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -8.01
    -4.06
    		-14.51 | 2.67 140 | 147 Poor
    3M Return % -11.33
    -3.62
    		-19.74 | 7.19 141 | 147 Poor
    6M Return % -14.37
    -2.30
    		-22.15 | 16.80 141 | 147 Poor
    1Y Return % -6.63
    5.22
    		-14.13 | 23.10 130 | 146 Poor
    3Y Return % 17.36
    14.18
    		7.06 | 33.92 18 | 101 Very Good
    5Y Return % 19.07
    13.74
    		11.13 | 20.71 2 | 31 Very Good
    1Y SIP Return % -13.20
    1.33
    		-29.98 | 37.99 134 | 144 Poor
    3Y SIP Return % 5.88
    9.44
    		5.11 | 28.16 77 | 99 Poor
    5Y SIP Return % 11.46
    10.96
    		8.53 | 19.70 9 | 31 Good
    Standard Deviation 19.61
    12.15
    		0.68 | 20.30 97 | 99 Poor
    Semi Deviation 14.21
    8.91
    		0.46 | 14.48 97 | 99 Poor
    Max Drawdown % -24.99
    -15.81
    		-29.16 | 0.00 84 | 99 Poor
    VaR 1 Y % -20.54
    -15.30
    		-29.82 | 0.00 69 | 99 Average
    Average Drawdown % -8.23
    -5.98
    		-13.66 | 0.00 76 | 99 Poor
    Sharpe Ratio 0.69
    0.88
    		0.26 | 2.03 47 | 99 Good
    Sterling Ratio 0.57
    0.61
    		0.34 | 1.21 48 | 99 Good
    Sortino Ratio 0.35
    0.48
    		0.15 | 1.37 43 | 99 Good
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.96 -4.02 -14.47 | 2.72 140 | 149 Poor
    3M Return % -11.18 -3.48 -19.61 | 7.33 141 | 149 Poor
    6M Return % -14.05 -2.02 -21.90 | 17.07 137 | 149 Poor
    1Y Return % -5.96 5.71 -13.57 | 23.67 132 | 148 Poor
    3Y Return % 18.18 14.70 7.27 | 34.53 18 | 101 Very Good
    5Y Return % 19.91 14.25 11.84 | 21.61 2 | 31 Very Good
    1Y SIP Return % -12.54 1.85 -29.51 | 38.63 133 | 146 Poor
    3Y SIP Return % 6.69 9.95 5.32 | 28.73 76 | 99 Poor
    5Y SIP Return % 12.29 11.45 9.24 | 20.34 9 | 31 Good
    Standard Deviation 19.61 12.15 0.68 | 20.30 97 | 99 Poor
    Semi Deviation 14.21 8.91 0.46 | 14.48 97 | 99 Poor
    Max Drawdown % -24.99 -15.81 -29.16 | 0.00 84 | 99 Poor
    VaR 1 Y % -20.54 -15.30 -29.82 | 0.00 69 | 99 Average
    Average Drawdown % -8.23 -5.98 -13.66 | 0.00 76 | 99 Poor
    Sharpe Ratio 0.69 0.88 0.26 | 2.03 47 | 99 Good
    Sterling Ratio 0.57 0.61 0.34 | 1.21 48 | 99 Good
    Sortino Ratio 0.35 0.48 0.15 | 1.37 43 | 99 Good
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    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
    23-01-2026 32.7965 34.2779
    22-01-2026 33.4484 34.9586
    21-01-2026 33.1498 34.6459
    20-01-2026 33.397 34.9036
    19-01-2026 34.3158 35.8631
    16-01-2026 34.7108 36.2738
    14-01-2026 34.8759 36.4449
    13-01-2026 34.709 36.2697
    12-01-2026 34.4877 36.0378
    09-01-2026 34.7218 36.2804
    08-01-2026 35.3218 36.9065
    07-01-2026 36.0226 37.638
    06-01-2026 35.971 37.5834
    05-01-2026 36.083 37.6997
    02-01-2026 35.9838 37.5938
    01-01-2026 35.7108 37.3079
    31-12-2025 35.7478 37.3459
    30-12-2025 35.3357 36.9146
    29-12-2025 35.4126 36.9943
    26-12-2025 35.605 37.1931
    24-12-2025 35.6728 37.2624
    23-12-2025 35.6529 37.2409

    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.