Should I invest in Motilal Oswal Nifty Smallcap 250 Index Fund?

We don't give personal investment advice. Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.8%. 5-year CAGR: 15.97%.

Motilal Oswal

Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan

Latest NAV

₹37.9333

As of

3 Jun 2026

1,657 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.53%	+0.14%	+0.39	52 / 296	Q1
1W	-0.37%	-1.13%	+0.76	116 / 296	Q2
2W	+1.70%	+0.01%	+1.69	16 / 296	Q1
1M	+0.32%	-0.63%	+0.95	80 / 296	Q2
3M	+8.67%	-0.19%	+8.87	16 / 291	Q1
6M	+1.42%	-2.63%	+4.05	107 / 285	Q2
YTD	+1.63%	-2.85%	+4.48	76 / 287	Q2
1Y	+0.17%	+0.85%	-0.68	156 / 269	Q3
2Y	+3.28%	+3.09%	+0.19	92 / 188	Q2
3Y	+19.27%	+10.07%	+9.20	19 / 149	Q1
4Y	+18.37%	+11.38%	+6.98	9 / 74	Q1
5Y	+15.97%	+9.89%	+6.08	4 / 42	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+21.53%	+6.44%	+15.09	10 / 294	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.63%	-2.86%	+4.49	75 / 282
2025	-6.45%	+5.41%	-11.87	203 / 226
2024	+25.68%	+13.06%	+12.62	18 / 159
2023	+48.13%	+21.46%	+26.68	9 / 121
2022	-3.42%	+2.02%	-5.44	50 / 55
2021	+59.41%	+27.10%	+32.30	2 / 31
2020	+25.04%	+13.44%	+11.60	2 / 29
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+30.21%

70 windows

min -8.4% · max 122.5%

73% positive

3-Year rolling

+25.91%

46 windows

min 13.6% · max 41.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+26.67%

22 windows

min 16.0% · max 34.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.42%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-26.16%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option	Nippon India	₹25.7075	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.3389	3 Jun 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹19.8539	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - IDCW	Bandhan	₹12.2855	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Payout of IDCW	Aditya Birla Sun Life	₹25.1051	3 Jun 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan	Motilal Oswal	₹40.2587	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-IDCW-PAYOUT AND REINVESTMENT	Kotak	₹11.4080	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - IDCW	Edelweiss	₹16.2676	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Direct - IDCW	DSP	₹10.1389	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Direct IDCW	HSBC	₹30.5433	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹37.9333
2 Jun 2026	₹37.9161
1 Jun 2026	₹37.7163
29 May 2026	₹38.0191
27 May 2026	₹38.2655
26 May 2026	₹38.0556
25 May 2026	₹37.9813
22 May 2026	₹37.5321
21 May 2026	₹37.5779
20 May 2026	₹37.3135

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan is ₹37.9333. It's a Index Fund from Motilal Oswal, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan has NAV history starting from 11 Sep 2019, a track record of about 6 years 8 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan has delivered a absolute return of 0.17% — -0.68 pp behind the Index Fund category average of 0.85%. The fund ranks #156 of 269 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan has delivered a CAGR of 19.27% — +9.2 pp ahead of the Index Fund category average of 10.07%. The fund ranks #19 of 149 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan has delivered a CAGR of 15.97% — +6.08 pp ahead of the Index Fund category average of 9.89%. The fund ranks #4 of 42 in its category — the top (Q1) quartile.

₹1 lakh invested in Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan exactly 5 years ago would be worth approximately ₹209,777 today — a multiplier of 2.10×, based on the 5-year CAGR of 15.97%. The category average over the same window would have grown ₹1 lakh to ₹160,256.

A ₹10,000 monthly SIP in Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹851,673 today. That's an XIRR (money-weighted annualised return) of 13.97%.

Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹851,673 — XIRR 13.97%.

On a 5-year basis, Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan ranks #4 out of 42 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.89%; this fund delivered 15.97%.

The worst peak-to-trough decline Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan has experienced over the last 5-year window is 26.78% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan averaged 26.67% (best 34.31%, worst 15.97%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.54 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan returned -6.45% — lagging the Index Fund category average of 5.41% by 11.87 pp. It ranked #203 of 226 in its category that year.

Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.8%. 5-year CAGR: 15.97%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.