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Mutual Funds

Motilal Oswal Nifty Smallcap 250 Index Fund

Mo

Motilal Oswal Nifty Smallcap 250 Index Fund

Small CapRank #42
2/5

NAV (2026-07-14)

38.36

AUM

₹2,024 Cr

Exp. Ratio: 1.11%

RISK LEVEL

Very High

Returns & Performance

1 Year0.42%4.48% vs cat avgRank #41
3 Year17.31%0.32% vs cat avgRank #16
5 Year14.43%1.46% vs cat avgRank #18
Since Launch21.66%--

Fund vs Category Average

1Y
0.42%-4.48%
3Y
17.31%-0.32%
5Y
14.43%-1.46%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
1Y category rank outside top 15 (#41)
Overall rank #42 in category
ISININF247L01924
NAV₹38.36
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio1.11%
RiskVery High
Rating2 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Rakesh Shetty

Mr. Shetty has done B.Com

Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Top Holdings

Holdings data not available for this scheme