Motilal Oswal Nifty Microcap 250 Index Fund
Direct · Growth ₹19.21
18 Aug 2026
NAV
20.4%
3Y CAGR
18.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
17.12
Sharpe
-29.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.53%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.29 L | 12.7% | -32.9% | 71.9% |
| 3 Years | ₹36.00 L | ₹42.03 L | 10.5% | 6.4% | 12.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 12.7% | 14.4% | 9.4% | -1.8% |
| 3 Years | 10.5% | 11.1% | 12.3% | -0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.8% | 3.7% | -16.6% | 76.1% | 0.26 | 0.76 | 65% | — | — |
| 3 Years | 20.4% | 20.2% | 19.5% | 22.6% | 17.12 | — | 100% | — | — |
-29.4%
Max Drawdown
16 mo
Drawdown Duration
Not recovered
Recovery Time
-8.5%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.70
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.88 | 1.16 | 117.2% | 96.5% | 11.4% | -2.9% |
| 3 Years | +12.17 | 1.12 | 116.7% | 101.2% | 20.1% | 7.8% |
| 5 Years | +9.18 | 1.11 | 116.8% | 97.1% | 13.5% | 4.5% |
| 7 Years | +6.61 | 1.11 | 116.8% | 97.1% | 9.4% | 3.2% |
| 10 Years | +4.77 | 1.11 | 116.8% | 97.1% | 6.5% | 2.2% |
| 12 Years | +4.06 | 1.11 | 116.8% | 97.1% | 5.4% | 1.9% |
| 15 Years | +3.37 | 1.11 | 116.8% | 97.1% | 4.3% | 1.5% |
233
Total Holdings
12.1%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | TD Power Systems Ltd | 1.48% |
| 2 | Ujjivan Small Finance Bank Limited | 1.45% |
| 3 | The South Indian Bank Ltd | 1.36% |
| 4 | Sansera Engineering Limited | 1.36% |
| 5 | The Karnataka Bank Ltd | 1.28% |
| 6 | MTAR Technologies Limited | 1.13% |
| 7 | Astra Microwave Products Ltd | 1.10% |
| 8 | Tamilnad Mercantile Bank Limited | 1.04% |
| 9 | Edelweiss Financial Services Ltd | 0.97% |
| 10 | Strides Pharma Science Limited | 0.95% |