Motilal Oswal Nifty Smallcap 250 Index Fund Overview
Category Index Fund
BMSMONEY Rank 4
BMSMONEY Rating
Gro. Opt. As On: 17-01-2025
NAV ₹35.88(R) -0.05% ₹37.23(D) -0.04%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 15.26% 16.19% 25.4% -% -%
LumpSum (D) 16.05% 17.0% 26.27% -% -%
SIP (R) 2.82% 25.7% 28.02% -% -%
SIP (D) 3.55% 26.58% 28.94% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.71 0.38 0.71 -1.54% 0.13
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.02% -24.98% -19.05% 1.0 12.75%
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
- 11
Kotak Nifty Next 50 Index Fund 12

NAV Date: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 35.88
-0.0200
-0.0500%
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan 37.23
-0.0200
-0.0400%

Review Date: 17-01-2025

Motilal Oswal Nifty Smallcap 250 Index Fund has exhibited very good performance in the Index Funds category. The fund has rank of 4 out of 55 funds in the category. The fund has delivered return of 15.26% in 1 year, 16.19% in 3 years and 25.4% in 5 years. The category average for the same periods is 11.9%, 11.05% and 15.17% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 18.02, VaR of -24.98, Average Drawdown of -6.19, Semi Deviation of 12.75 and Max Drawdown of -19.05. The category average for the same parameters is 13.6, -16.61, -5.66, 9.49 and -12.08 respectively. The fund has high risk in the category.

Key Points:

  1. An investment of ₹10,000 in Motilal Oswal Nifty Smallcap 250 Index Fund direct growth option would have grown to ₹11605.0 in 1 year, ₹16017.0 in 3 years and ₹32094.0 in 5 years as of today (17-01-2025).
  2. An SIP of ₹1,000 per month in Motilal Oswal Nifty Smallcap 250 Index Fund direct growth option would have grown to ₹12230.0 in 1 year, ₹52898.0 in 3 years and ₹122439.0 in 5 years as of today (17-01-2025).
  3. standard deviation of 18.02 and based on VaR one can expect to lose more than -24.98% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.71 which shows very good performance of fund in the index funds category.
  5. The fund has R-square of 1.0, Beta of 1.0 and Jensen's Alpha of -1.54% which exhibit poor performance in the index funds category .


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.53
-5.83
-16.05 | 0.57 110 | 142 Poor
3M Return % -8.63
-6.54
-15.88 | 1.68 102 | 142 Average
6M Return % -5.35
-5.36
-17.47 | 9.34 50 | 140 Good
1Y Return % 15.26
11.90
5.28 | 27.58 36 | 121 Good
3Y Return % 16.19
11.05
5.72 | 18.47 6 | 54 Very Good
5Y Return % 25.40
15.17
8.43 | 25.40 1 | 28 Very Good
1Y SIP Return % 2.82
-1.79
-14.08 | 18.66 20 | 119 Very Good
3Y SIP Return % 25.70
15.17
5.05 | 28.56 2 | 52 Very Good
5Y SIP Return % 28.02
16.46
11.92 | 28.02 1 | 28 Very Good
Standard Deviation 18.02
13.60
1.87 | 20.99 45 | 55 Poor
Semi Deviation 12.75
9.49
1.56 | 15.34 45 | 55 Poor
Max Drawdown % -19.05
-12.08
-28.92 | -2.14 50 | 55 Poor
VaR 1 Y % -24.98
-16.61
-31.22 | -2.13 45 | 55 Poor
Average Drawdown % -6.19
-5.66
-11.02 | -0.57 39 | 55 Average
Sharpe Ratio 0.71
0.34
-0.72 | 0.88 6 | 55 Very Good
Sterling Ratio 0.71
0.59
0.36 | 0.90 6 | 55 Very Good
Sortino Ratio 0.38
0.19
-0.22 | 0.47 6 | 55 Very Good
Jensen Alpha % -1.54
-0.79
-3.43 | 2.82 38 | 41 Poor
Treynor Ratio 0.13
0.07
0.03 | 0.14 6 | 41 Very Good
Modigliani Square Measure % 20.62
14.22
10.39 | 21.67 6 | 41 Very Good
Alpha % -1.66
-1.17
-3.65 | -0.40 34 | 41 Poor
Return data last Updated On : Jan. 17, 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 % -8.48 -5.79 -16.00 | 0.59 111 | 144
3M Return % -8.47 -6.43 -15.75 | 1.72 101 | 144
6M Return % -5.02 -5.13 -17.15 | 9.72 48 | 142
1Y Return % 16.05 12.42 6.01 | 28.34 33 | 122
3Y Return % 17.00 11.55 5.92 | 19.26 5 | 54
5Y Return % 26.27 15.69 9.19 | 26.27 1 | 28
1Y SIP Return % 3.55 -1.30 -13.49 | 19.45 19 | 120
3Y SIP Return % 26.58 15.69 5.25 | 29.32 2 | 52
5Y SIP Return % 28.94 16.99 12.75 | 28.94 1 | 28
Standard Deviation 18.02 13.60 1.87 | 20.99 45 | 55
Semi Deviation 12.75 9.49 1.56 | 15.34 45 | 55
Max Drawdown % -19.05 -12.08 -28.92 | -2.14 50 | 55
VaR 1 Y % -24.98 -16.61 -31.22 | -2.13 45 | 55
Average Drawdown % -6.19 -5.66 -11.02 | -0.57 39 | 55
Sharpe Ratio 0.71 0.34 -0.72 | 0.88 6 | 55
Sterling Ratio 0.71 0.59 0.36 | 0.90 6 | 55
Sortino Ratio 0.38 0.19 -0.22 | 0.47 6 | 55
Jensen Alpha % -1.54 -0.79 -3.43 | 2.82 38 | 41
Treynor Ratio 0.13 0.07 0.03 | 0.14 6 | 41
Modigliani Square Measure % 20.62 14.22 10.39 | 21.67 6 | 41
Alpha % -1.66 -1.17 -3.65 | -0.40 34 | 41
Return data last Updated On : Jan. 17, 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 -0.05 ₹ 9,995.00 -0.04 ₹ 9,996.00
1W -0.80 ₹ 9,920.00 -0.79 ₹ 9,921.00
1M -8.53 ₹ 9,147.00 -8.48 ₹ 9,152.00
3M -8.63 ₹ 9,137.00 -8.47 ₹ 9,153.00
6M -5.35 ₹ 9,465.00 -5.02 ₹ 9,498.00
1Y 15.26 ₹ 11,526.00 16.05 ₹ 11,605.00
3Y 16.19 ₹ 15,685.00 17.00 ₹ 16,017.00
5Y 25.40 ₹ 31,006.00 26.27 ₹ 32,094.00
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 2.82 ₹ 12,182.76 3.55 ₹ 12,229.98
3Y ₹ 36000 25.70 ₹ 52,265.70 26.58 ₹ 52,897.75
5Y ₹ 60000 28.02 ₹ 119,797.62 28.94 ₹ 122,438.64
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Motilal Oswal Nifty Smallcap 250 Index Fund NAV Regular Growth Motilal Oswal Nifty Smallcap 250 Index Fund NAV Direct Growth
17-01-2025 35.8781 37.2262
16-01-2025 35.8949 37.2429
15-01-2025 35.4668 36.7981
14-01-2025 35.2829 36.6066
13-01-2025 34.7193 36.0212
10-01-2025 36.168 37.522
09-01-2025 37.0733 38.4606
08-01-2025 37.5115 38.9144
07-01-2025 38.0382 39.46
06-01-2025 37.5094 38.9107
03-01-2025 38.6242 40.065
02-01-2025 38.7003 40.1432
01-01-2025 38.4886 39.9228
31-12-2024 38.1534 39.5744
30-12-2024 37.9091 39.3203
27-12-2024 38.0795 39.4948
26-12-2024 37.978 39.3888
24-12-2024 37.991 39.4008
23-12-2024 37.8754 39.2802
20-12-2024 38.0409 39.4496
19-12-2024 38.8236 40.2606
18-12-2024 38.9569 40.398
17-12-2024 39.2234 40.6737

Fund Launch Date: 19/Aug/2019
Fund Category: Index Fund
Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index 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 scheme replicating /Tracking Nifty smallcap 250 Index
Fund Benchmark: Nifty Smallcap 250 Index Total Return Index
Source: Fund FactSheet

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