FundLens
59
Index — Small CapHold

Motilal Oswal Nifty Small Cap 250 Index

Motilal Oswal · Direct–Growth · rank #6 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
2.2%
+0.0% vs index
3 Years
11.9%
-0.0% vs index
5 Years
12.3%
-0.0% vs index
Since launch
20.8%

Year-by-year performance

last entry = YTD
2021
+61.2%
2022
-3.4%
2023
+48.3%
2024
+26.5%
2025
-5.6%
2026
+4.6%

Why this score

Motilal Oswal Nifty Small Cap 250 Index scores 59/100 — #6 of 18 Index — Small Cap fund (Hold). It stands out for 5y return and fund size — beating 83% of peers on 5y return. The main drag is its volatility (better than only 39% of peers).

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

5Y return12.33% · 83rd percentile in category
Fund size1243.08 Cr · 81st percentile in category
Sharpe ratio0.28 · 61st percentile in category
Volatility19.16 · 39th percentile in category
3Y return11.91% · 45th percentile in category
Alpha-2.42 · 39th percentile in category

Top holdings

top 5 = 7.2% of portfolio
1.Sona BLW Precision Forgings Ltd1.67%
2.Welspun Corp Ltd1.6%
3.Karur Vysya Bank Ltd1.38%
4.Navin Fluorine International Ltd1.36%
5.Ather Energy Ltd.1.21%

249 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Index — Small Cap funds