Should I invest in Motilal Oswal Nifty Smallcap 250 Index?

We don't give personal investment advice. Motilal Oswal Nifty Smallcap 250 Index - Regular 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: 27.0%. 5-year CAGR: 15.16%.

Motilal Oswal

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Latest NAV

₹36.1998

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%	+0.09%	+0.43	42 / 246	Q1
1W	-0.38%	-1.14%	+0.76	102 / 246	Q2
2W	+1.67%	+0.01%	+1.67	15 / 246	Q1
1M	+0.26%	-0.58%	+0.84	76 / 246	Q2
3M	+8.48%	+0.04%	+8.44	14 / 241	Q1
6M	+1.06%	-2.34%	+3.40	102 / 235	Q2
YTD	+1.33%	-2.52%	+3.85	75 / 238	Q2
1Y	-0.56%	+0.63%	-1.19	147 / 220	Q3
2Y	+2.55%	+2.75%	-0.20	83 / 149	Q3
3Y	+18.44%	+9.27%	+9.17	14 / 113	Q1
4Y	+17.54%	+10.80%	+6.74	6 / 45	Q1
5Y	+15.16%	+9.70%	+5.46	3 / 20	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+20.69%	+5.47%	+15.22	7 / 246	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	+1.33%	-2.50%	+3.83	74 / 236
2025	-7.12%	+4.47%	-11.59	165 / 185
2024	+24.82%	+12.46%	+12.37	15 / 122
2023	+47.11%	+19.34%	+27.77	9 / 86
2022	-4.11%	+1.97%	-6.09	23 / 25
2021	+58.30%	+29.23%	+29.08	1 / 11
2020	+24.23%	+14.29%	+9.94	2 / 10
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

+29.32%

70 windows

min -9.0% · max 121.1%

70% positive

3-Year rolling

+25.04%

46 windows

min 12.9% · max 40.9%

100% positive

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

5-Year rolling

+25.79%

22 windows

min 15.2% · max 33.4%

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

20.41%

3-year · annualised

Sharpe ratio

0.62

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-26.38%

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
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹18.9803	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.0794	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹24.3184	3 Jun 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹38.3242	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW	Edelweiss	₹15.8654	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹29.7337	3 Jun 2026
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option	Axis	₹20.2500	3 Jun 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.0327	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹36.1998
2 Jun 2026	₹36.1841
1 Jun 2026	₹35.9941
29 May 2026	₹36.2852
27 May 2026	₹36.5219
26 May 2026	₹36.3222
25 May 2026	₹36.2521
22 May 2026	₹35.8254
21 May 2026	₹35.8699
20 May 2026	₹35.6182

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 - Regular Plan is ₹36.1998. It's a Index Fund from Motilal Oswal, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Nifty Smallcap 250 Index - Regular 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 - Regular 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 - Regular Plan has delivered a absolute return of -0.56% — -1.19 pp behind the Index Fund category average of 0.63%. The fund ranks #147 of 220 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Motilal Oswal Nifty Smallcap 250 Index - Regular Plan has delivered a CAGR of 18.44% — +9.17 pp ahead of the Index Fund category average of 9.27%. The fund ranks #14 of 113 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal Nifty Smallcap 250 Index - Regular Plan has delivered a CAGR of 15.16% — +5.46 pp ahead of the Index Fund category average of 9.70%. The fund ranks #3 of 20 in its category — the top (Q1) quartile.

₹1 lakh invested in Motilal Oswal Nifty Smallcap 250 Index - Regular Plan exactly 5 years ago would be worth approximately ₹202,496 today — a multiplier of 2.02×, based on the 5-year CAGR of 15.16%. The category average over the same window would have grown ₹1 lakh to ₹158,847.

A ₹10,000 monthly SIP in Motilal Oswal Nifty Smallcap 250 Index - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹834,471 today. That's an XIRR (money-weighted annualised return) of 13.15%.

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹834,471 — XIRR 13.15%.

On a 5-year basis, Motilal Oswal Nifty Smallcap 250 Index - Regular Plan ranks #3 out of 20 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 9.70%; this fund delivered 15.16%.

The worst peak-to-trough decline Motilal Oswal Nifty Smallcap 250 Index - Regular Plan has experienced over the last 5-year window is 27.00% — 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 - Regular Plan averaged 25.79% (best 33.38%, worst 15.16%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Nifty Smallcap 250 Index - Regular Plan returned -7.12% — lagging the Index Fund category average of 4.47% by 11.59 pp. It ranked #165 of 185 in its category that year.

Motilal Oswal Nifty Smallcap 250 Index - Regular 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 - Regular 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: 27.0%. 5-year CAGR: 15.16%.

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