Motilal Oswal Nifty Microcap 250 Index Fund Overview
Category Index Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹18.49(R) -2.27% ₹18.67(D) -2.27%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 39.2% -% -% -% -%
LumpSum (D) 40.11% -% -% -% -%
SIP (R) -24.18% -% -% -% -%
SIP (D) -23.63% -% -% -% -%
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
Motilal Oswal Nifty Smallcap 250 Index Fund 1
ICICI Prudential Nifty Smallcap 250 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
Nippon India Nifty Smallcap 250 Index Fund 4
Motilal Oswal Nifty Midcap 150 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Nippon India Nifty 50 Value 20 Index Fund 7
Dsp Nifty Next 50 Index Fund 8
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 9
Kotak Nifty Next 50 Index Fund 10
Icici Prudential Nifty Next 50 Index Fund 11

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 18.49
-0.4300
-2.2700%
Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option 18.67
-0.4300
-2.2700%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on four return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: Four return parameters of the Motilal Oswal Nifty Microcap 250 Index Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 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: Motilal Oswal Nifty Microcap 250 Index Fund has no return parameters that are below average in the category.
  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 % 7.14
2.28
-2.55 | 9.59 4 | 145 Very Good
3M Return % -1.83
-6.03
-14.59 | 4.05 26 | 143 Very Good
6M Return % 9.27
1.16
-10.55 | 25.65 9 | 140 Very Good
1Y Return % 39.20
19.82
6.86 | 39.20 1 | 122 Very Good
1Y SIP Return % -24.18
-34.96
-40.33 | -22.25 4 | 77 Very Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 7.19 2.32 -2.50 | 9.66 4 | 147
3M Return % -1.67 -5.93 -14.49 | 4.22 27 | 145
6M Return % 9.62 1.43 -10.29 | 26.07 9 | 142
1Y Return % 40.11 20.39 7.47 | 40.11 1 | 123
1Y SIP Return % -23.63 -35.21 -40.33 | -21.70 4 | 87
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -2.27 ₹ 9,773.00 -2.27 ₹ 9,773.00
1W -3.05 ₹ 9,695.00 -3.04 ₹ 9,696.00
1M 7.14 ₹ 10,714.00 7.19 ₹ 10,719.00
3M -1.83 ₹ 9,817.00 -1.67 ₹ 9,833.00
6M 9.27 ₹ 10,927.00 9.62 ₹ 10,962.00
1Y 39.20 ₹ 13,920.00 40.11 ₹ 14,011.00
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 -24.18 ₹ 10,363.21 -23.63 ₹ 10,401.80
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
20-12-2024 18.4927 18.6743
19-12-2024 18.923 19.1085
18-12-2024 18.9552 19.1406
17-12-2024 19.1431 19.33
16-12-2024 19.2188 19.4061
13-12-2024 19.074 19.2589
12-12-2024 19.1373 19.3225
11-12-2024 19.3659 19.553
10-12-2024 19.2862 19.4722
09-12-2024 19.1609 19.3453
06-12-2024 19.0725 19.255
05-12-2024 18.9598 19.1409
04-12-2024 18.9268 19.1072
03-12-2024 18.8067 18.9857
02-12-2024 18.5807 18.7573
29-11-2024 18.4315 18.6056
28-11-2024 18.2801 18.4524
27-11-2024 18.1584 18.3293
26-11-2024 17.858 18.0257
25-11-2024 17.712 17.878
22-11-2024 17.407 17.5693
21-11-2024 17.2605 17.4211

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.