Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth
Equity: Small Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Small CapBenchmark: NIFTY Smallcap 250 Total Return IndexCheck Portfolio Overlap →
NAV: ₹41.44+0.01%
07 Sept 2026
Tracking Difference
Annualised return gap between Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.45% | -0.47% | -0.65% | - |
| Avg. of funds with same benchmark | -0.45% | -0.47% | -0.65% | - |
Rolling Returns Analysis
Rolling annualized returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 16 Sep, 2020 - 07 Sep, 2026 | 22 Sep, 2022 - 07 Sep, 2026 | 07 Oct, 2024 - 07 Sep, 2026 | - |
| Average returns | 29.97% | 26.18% | 25.83% | - |
| Standard deviation | 34.68% | 6.80% | 6.68% | - |
| Best returns | 131.07% 1 year ending on 27 May, 2021 | 43.56% 3 years ending on 05 Apr, 2023 | 39.28% 5 years ending on 21 Apr, 2025 | - |
| Worst returns | -11.40% 1 year ending on 16 Dec, 2025 | 12.55% 3 years ending on 18 Feb, 2025 | 15.06% 5 years ending on 31 Mar, 2026 | - |
| Period with positive return | 77.07% | 100.00% | 100.00% | - |
| Period with return > 5% | 66.21% | 100.00% | 100.00% | - |
| Period with return > 10% | 57.12% | 100.00% | 100.00% | - |
| Period with return > 15% | 52.17% | 98.26% | 100.00% | - |
| Beat % Category | 35.01% | 30.56% | 0.00% | - |
| Beat % Benchmark | 37.18% | 33.44% | 36.00% | - |
Trailing Returns
Point-to-point returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
20%
11.0%
14.8%
11.3%
YTD
0.7%
1.7%
0.8%
1 M
20.0%
22.6%
20.3%
6 M
9.5%
13.9%
9.8%
1 Y
14.8%
16.5%
15.3%
3 Y
15.5%
17.3%
16.2%
5 Y
18.1%
15.0%
10 Y
Fund
Equity: Small Cap
NIFTY Smallcap 250 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 10.97% | 0.74% | 20.00% | 9.47% | 14.78% | 15.52% | - | 22.49% |
| Equity: Small Cap | 14.82% | 1.68% | 22.63% | 13.92% | 16.52% | 17.34% | 18.09% | - |
| NIFTY Smallcap 250 Total Return Index | 11.28% | 0.77% | 20.29% | 9.76% | 15.25% | 16.17% | 14.99% | - |
| Rank in category | 37 | 39 | 35 | 31 | 22 | 19 | - | - |
| Funds in category | 49 | 52 | 50 | 45 | 34 | 26 | 12 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth has delivered a 1-year return of 9.47% as of 6 Sep 2026. During the same period, its benchmark NIFTY Smallcap 250 Total Return Index returned 9.76%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth has delivered a 3-year CAGR of 14.78% as of 6 Sep 2026. Its benchmark NIFTY Smallcap 250 Total Return Index returned 15.25% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth has delivered a 5-year CAGR of 15.52% as of 6 Sep 2026. Its benchmark NIFTY Smallcap 250 Total Return Index returned 16.17% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth since inception?
Since its launch on 6 Sep 2019, Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth has delivered a CAGR of 22.49%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth performed vs its category over the long term?
Over the long term, Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth has ranked 22 out of 34 funds in the Equity: Small Cap category on a 3-year basis, and 19 out of 26 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
The Sharpe ratio of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth is 0.52 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
The 3Y alpha of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth is 1.24% (as of 6 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Smallcap 250 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
The beta of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth is 1.00 (as of 6 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Smallcap 250 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth's beta of 1.00 indicates it is more aggressive than its benchmark.
What are the rolling returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth is 29.97% and 26.18% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.