3 Year Returns
15.84%
NAV (₹)
38.2724
1 Day NAV Change
0.44%
No chart data available for this period.
Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 500 |
| AUM | ₹ 1210.18 Cr |
| Expense Ratio | 1.06% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 06 Sep 2019 |
| Fund Age | 6 Yrs |
Exit Load
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Fund’s Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
1 Month Return1.19%
3 Month Return7.08%
6 Month Return13.38%
1 Year Return4.02%
3 Year Return15.84%
5 Year Return13.82%
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: 30 Jun 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 32.98% | ₹ 399.172 | |
| Finance | 11.13% | ₹ 134.704 | |
| Pharmaceuticals | 9.25% | ₹ 112.001 | |
| Chemicals | 5.79% | ₹ 70.076 | |
| Auto Ancillaries | 5.30% | ₹ 64.098 | |
| Capital Goods-Non Electrical Equipment | 5.15% | ₹ 62.3 | |
| Healthcare | 4.76% | ₹ 57.623 | |
| Banks | 4.75% | ₹ 57.424 | |
| IT - Software | 4.19% | ₹ 50.679 | |
| Infrastructure Developers & Operators | 3.41% | ₹ 41.298 |
Stock Holdings
Last Updated: 30 Jun 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Navin Fluo.Intl. | 1.33% | ₹ 16.084 | Chemicals | |
| Sona BLW Precis. | 1.31% | ₹ 15.8 | Auto Ancillaries | |
| Karur Vysya Bank | 1.31% | ₹ 15.9 | Banks | |
| Delhivery | 1.24% | ₹ 15.03 | Logistics | |
| Piramal Finance. | 1.22% | ₹ 14.814 | Finance | |
| C D S L | 1.09% | ₹ 13.22 | Financial Services | |
| Ather Energy | 1.03% | ₹ 12.439 | Automobile | |
| HFCL | 1.02% | ₹ 12.391 | Telecom Equipment & Infra Services | |
| Angel One | 1.01% | ₹ 12.212 | Stock/ Commodity Brokers | |
| Krishna Institu. | 0.99% | ₹ 12.005 | Healthcare |
…
Fund Manager Details
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010. M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund's management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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. Bachelors of Commerce
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment - Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Bachelors of Science (B.SC)
Risk-O-Meter
Very High Risk
Investors understand that their principal will be at Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Motilal Oswal Mutual Fund
Funds Managed
89
Assets Managed
₹ 1,53,489.01 Cr
Contact Details
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Managing Director
Prateek Agrawal
Chief Executive Officer
Prateek Agrawal
Compliance Officer
Ms. Aparna Karmase
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
You can withdraw your investment from Motilal Oswal Nifty Smallcap 250 Index Fund (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Motilal Oswal Nifty Smallcap 250 Index Fund (G) is ₹ 500 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Motilal Oswal Nifty Smallcap 250 Index Fund (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Motilal Oswal Nifty Smallcap 250 Index Fund (G) over the past three years is 15.84%.
The current NAV of Motilal Oswal Nifty Smallcap 250 Index Fund (G) is 38.2724.
The Expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund (G) is 1.06%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Motilal Oswal Nifty Smallcap 250 Index Fund (G) fund is ₹ 1210.18 Cr. It represents the total assets held and managed by the fund.
The exit load for Motilal Oswal Nifty Smallcap 250 Index Fund (G) is 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment..
The fund managers of the Motilal Oswal Nifty Smallcap 250 Index Fund (G) are Swapnil Mayekar, Rakesh Shetty, Dishant Mehta. However, with management's discretion, the fund manager could also change during the tenure.
Motilal Oswal Nifty Smallcap 250 Index Fund (G) was launched on 06 Sep 2019. Since then, the fund has formed an NAV (Net Asset Value) of 38.2724.
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