Motilal Oswal Nifty Microcap 250 Index Fund
Direct · Growth ₹18.39
19 Oct 2026
NAV
18.4%
3Y CAGR
16.9%
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.
5.76
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 | ₹12.38 L | 13.9% | -32.9% | 71.9% |
| 3 Years | ₹36.00 L | ₹42.18 L | 10.8% | 6.4% | 13.4% |
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 | 13.9% | 14.3% | 5.8% | -0.4% |
| 3 Years | 10.8% | 11.0% | 12.0% | -0.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.6% | 4.3% | -16.6% | 76.1% | 0.27 | 0.77 | 68% | — | — |
| 3 Years | 18.4% | 18.8% | 14.7% | 22.6% | 5.76 | — | 100% | — | — |
-29.4%
Max Drawdown
16 mo
Drawdown Duration
6 mo
Recovery Time
-8.1%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.63
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +19.56 | 1.08 | 109.0% | 85.5% | 8.7% | -9.5% |
| 3 Years | +9.35 | 1.09 | 110.1% | 97.3% | 14.7% | 5.5% |
| 5 Years | +9.50 | 1.09 | 113.6% | 94.0% | 12.9% | 3.6% |
| 7 Years | +6.80 | 1.09 | 113.6% | 94.0% | 9.0% | 2.6% |
| 10 Years | +4.85 | 1.09 | 113.6% | 94.0% | 6.2% | 1.8% |
| 12 Years | +4.11 | 1.09 | 113.6% | 94.0% | 5.2% | 1.5% |
| 15 Years | +3.39 | 1.09 | 113.6% | 94.0% | 4.1% | 1.2% |
233
Total Holdings
12.1%
Top 10 Weight
41
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | TD Power Systems Limited | 1.48% |
| 2 | Ujjivan Small Finance Bank Limited | 1.45% |
| 3 | The South Indian Bank Limited | 1.36% |
| 4 | Sansera Engineering Limited | 1.36% |
| 5 | The Karnataka Bank Limited | 1.28% |
| 6 | MTAR Technologies Limited | 1.13% |
| 7 | Astra Microwave Products Limited | 1.10% |
| 8 | Tamilnad Mercantile Bank Limited | 1.04% |
| 9 | Edelweiss Financial Services Limited | 0.97% |
| 10 | Strides Pharma Science Limited | 0.95% |