Motilal Oswal Nifty Small Cap 250 Index Fund
Direct · Growth ₹38.99
04 Nov 2026
NAV
25.3%
3Y CAGR
24.6%
5Y CAGR
23.5%
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.
2.47
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.
0.33%
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 | ₹13.08 L | 31.3% | -35.4% | 141.0% |
| 3 Years | ₹36.00 L | ₹49.65 L | 22.3% | -1.6% | 41.2% |
| 5 Years | ₹60.00 L | ₹98.21 L | 21.5% | 8.5% | 37.8% |
| 7 Years | ₹84.00 L | ₹1.70 Cr | 19.7% | 16.7% | 21.1% |
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 | 31.3% | 14.3% | 5.5% | +17.0% |
| 3 Years | 22.3% | 11.0% | 11.6% | +11.3% |
| 5 Years | 21.5% | 10.4% | 13.9% | +11.1% |
| 7 Years | 19.7% | 10.6% | 13.5% | +9.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.7% | 15.8% | -12.0% | 131.6% | 0.65 | 4.03 | 78% | — | — |
| 3 Years | 25.3% | 24.4% | 11.0% | 42.8% | 2.77 | — | 100% | — | — |
| 5 Years | 24.6% | 25.7% | 11.8% | 38.6% | 2.47 | — | 100% | — | — |
-42.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-7.6%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
0.59
3Y
0.58
5Y
0.50
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.95 | 1.00 | 96.3% | 87.2% | 0.6% | -6.4% |
| 3 Years | +4.90 | 1.04 | 102.5% | 95.3% | 12.2% | 7.3% |
| 5 Years | +6.63 | 0.99 | 96.7% | 87.2% | 12.4% | 5.8% |
| 7 Years | +10.41 | 0.85 | 90.7% | 79.0% | 20.3% | 10.5% |
| 10 Years | +6.45 | 0.84 | 90.4% | 79.2% | 14.3% | 8.1% |
| 12 Years | +5.10 | 0.84 | 90.4% | 79.2% | 11.8% | 6.7% |
| 15 Years | +3.81 | 0.84 | 90.4% | 79.2% | 9.3% | 5.3% |
237
Total Holdings
12.8%
Top 10 Weight
42
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona BLW Precision Forgings Limited | 1.67% |
| 2 | Welspun Corp Limited | 1.60% |
| 3 | Karur Vysya Bank Limited | 1.38% |
| 4 | Navin Fluorine International Limited | 1.36% |
| 5 | Ather Energy Limited | 1.21% |
| 6 | Sterlite Technologies Limited | 1.19% |
| 7 | RBL Bank Limited | 1.12% |
| 8 | Delhivery Limited | 1.11% |
| 9 | Redington Limited | 1.08% |
| 10 | Gland Pharma Limited | 1.04% |