Motilal Oswal Nifty Microcap 250 Index Fund Overview
Category Index Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-01-2025
NAV ₹17.54(R) +0.83% ₹17.72(D) +0.84%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 20.13% -% -% -% -%
LumpSum (D) 20.91% -% -% -% -%
SIP (R) -19.55% -% -% -% -%
SIP (D) -18.97% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Index Fund
Fund Name Rank Rating
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Motilal Oswal Nifty Smallcap 250 Index Fund 4
ICICI Prudential Nifty Smallcap 250 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Nippon India Nifty Smallcap 250 Index Fund 7
Edelweiss Nifty Large Mid Cap 250 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Nippon India Nifty 50 Value 20 Index Fund 10
Motilal Oswal S&P 500 Index Fund 11
Kotak Nifty Next 50 Index Fund 12

NAV Date: 20-01-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 17.54
0.1400
0.8300%
Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option 17.72
0.1500
0.8400%

Review Date: 20-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: Three return parameters of the Motilal Oswal Nifty Microcap 250 Index Fund are in the top 25% in the category, as shown below:
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: One return parameter of the fund is below average in the category, which is listed below:
      • 1M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Motilal Oswal Nifty Microcap 250 Index Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: Motilal Oswal Nifty Microcap 250 Index Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Motilal Oswal Nifty Microcap 250 Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Motilal Oswal Nifty Microcap 250 Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.16
-2.42
-10.92 | 2.86 122 | 143 Poor
3M Return % -4.68
-5.49
-15.37 | 5.33 32 | 143 Very Good
6M Return % 1.53
-3.83
-15.42 | 11.73 28 | 141 Very Good
1Y Return % 20.13
11.83
5.57 | 28.62 4 | 122 Very Good
1Y SIP Return % -19.55
-27.28
-38.16 | -13.96 5 | 120 Very Good
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.11 -2.38 -10.87 | 2.90 123 | 145
3M Return % -4.53 -5.38 -15.25 | 5.47 32 | 145
6M Return % 1.86 -3.61 -15.10 | 12.11 28 | 143
1Y Return % 20.91 12.35 6.06 | 29.29 4 | 123
1Y SIP Return % -18.97 -26.90 -37.69 | -13.33 5 | 121
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.83 ₹ 10,083.00 0.84 ₹ 10,084.00
1W 4.37 ₹ 10,437.00 4.38 ₹ 10,438.00
1M -5.16 ₹ 9,484.00 -5.11 ₹ 9,489.00
3M -4.68 ₹ 9,532.00 -4.53 ₹ 9,547.00
6M 1.53 ₹ 10,153.00 1.86 ₹ 10,186.00
1Y 20.13 ₹ 12,013.00 20.91 ₹ 12,091.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -19.55 ₹ 10,684.82 -18.97 ₹ 10,725.83
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Motilal Oswal Nifty Microcap 250 Index Fund NAV Regular Growth Motilal Oswal Nifty Microcap 250 Index Fund NAV Direct Growth
20-01-2025 17.5376 17.7194
17-01-2025 17.3927 17.572
16-01-2025 17.3914 17.5704
15-01-2025 17.1051 17.2809
14-01-2025 17.0848 17.2601
13-01-2025 16.8029 16.9751
10-01-2025 17.5644 17.7434
09-01-2025 18.0051 18.1882
08-01-2025 18.2369 18.422
07-01-2025 18.4046 18.5912
06-01-2025 18.0066 18.1888
03-01-2025 18.7114 18.8998
02-01-2025 18.6939 18.8817
01-01-2025 18.5661 18.7524
31-12-2024 18.3456 18.5293
30-12-2024 18.1852 18.367
27-12-2024 18.3708 18.5534
26-12-2024 18.3075 18.4892
24-12-2024 18.4419 18.6243
23-12-2024 18.3276 18.5085
20-12-2024 18.4927 18.6743

Fund Launch Date: 05/Jul/2023
Fund Category: Index Fund
Investment Objective: The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 TRI, 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 fund replicating / tracking the Nifty Microcap 250 Total Return Index
Fund Benchmark: Nifty Microcap 250 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.