Motilal Oswal Nifty Small Cap 250 Index Fund
Direct · Growth ₹40.46
06 Jul 2026
NAV
26.0%
3Y CAGR
26.0%
5Y CAGR
26.4%
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.
2.93
Sharpe
-42.4%
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.
NA
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 | ₹13.09 L | 31.9% | -35.4% | 141.0% |
| 3 Years | ₹36.00 L | ₹50.19 L | 23.2% | -1.6% | 41.2% |
| 5 Years | ₹60.00 L | ₹99.95 L | 22.4% | 8.5% | 37.8% |
| 7 Years | ₹84.00 L | ₹1.73 Cr | 20.7% | 20.7% | 20.7% |
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 | 31.9% | 14.5% | 9.2% | +17.5% |
| 3 Years | 23.2% | 11.2% | 12.6% | +12.1% |
| 5 Years | 22.4% | 10.4% | 14.1% | +12.0% |
| 7 Years | 20.7% | 10.6% | 14.3% | +10.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 29.7% | 21.3% | -12.0% | 131.6% | 0.67 | 4.18 | 78% | — | — |
| 3 Years | 26.0% | 25.1% | 13.1% | 42.8% | 3.06 | — | 100% | — | — |
| 5 Years | 26.0% | 27.6% | 14.5% | 38.6% | 2.93 | — | 100% | — | — |
-42.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-7.8%
Avg Drawdown
Calmar Ratio by Duration
0.70
1Y
0.61
3Y
0.61
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.17 | 1.07 | 104.5% | 94.7% | 6.9% | 0.2% |
| 3 Years | +8.90 | 1.07 | 108.8% | 96.8% | 17.6% | 8.5% |
| 5 Years | +5.88 | 0.99 | 95.9% | 87.8% | 14.8% | 9.0% |
| 7 Years | +10.38 | 0.85 | 91.2% | 79.5% | 21.8% | 12.3% |
| 10 Years | +6.63 | 0.85 | 91.2% | 79.5% | 14.8% | 8.5% |
| 12 Years | +5.26 | 0.85 | 91.2% | 79.5% | 12.2% | 7.0% |
| 15 Years | +3.93 | 0.85 | 91.2% | 79.5% | 9.6% | 5.6% |
237
Total Holdings
12.1%
Top 10 Weight
47
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Karur Vysya Bank Ltd | 1.61% |
| 2 | Delhivery Limited | 1.37% |
| 3 | Navin Fluorine International Ltd | 1.33% |
| 4 | Piramal Finance Limited | 1.30% |
| 5 | Sona BLW Precision Forgings Limited | 1.27% |
| 6 | Central Depository Services (India) Limited | 1.17% |
| 7 | RBL Bank Limited | 1.03% |
| 8 | City Union Bank Ltd | 1.02% |
| 9 | Aster DM Healthcare Limited | 1.00% |
| 10 | J B Chemicals and Pharma Ltd | 0.99% |