Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Fund House: Motilal Oswal Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 10-07-2023

Minimum Investment: 500.0

Asset Class: Equity

Minimum Topup: 500.0

Benchmark: Nifty Microcap 250 TRI

Total Assets: 2625.6 As on (31-12-2025)

Expense Ratio: 1.12% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1% 1 If redeemed on or before 15 days from the date of allotment.

NAV as on 16-01-2026

15.6174

-0.0632

CAGR Since Inception

18.71%

Nifty Microcap 250 TRI -0.25%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option -10.2 - - - 18.71
NIFTY MICROCAP 250 TRI -8.29 25.08 29.82 19.6 -0.25
Index Fund 7.6 13.62 14.1 13.6 8.42

Funds Manager

Swapnil P Mayekar

RETURNS CALCULATORS for Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Motilal Oswal Nifty Microcap 250 Index Fund Reg Gr 10-07-2023 -10.2 3.56 0.0 0.0 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 29-10-2024 35.13 0.0 0.0 0.0 0.0
ICICI Pru Nifty200 Value 30 Index Gr 17-10-2024 26.38 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 26.05 28.2 34.34 0.0 0.0
Motilal Oswal BSE Enhanced Value Index Fund Reg 22-08-2022 25.33 18.59 31.43 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 25.14 18.0 0.0 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 24.55 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 24.05 0.0 0.0 0.0 0.0
Motilal Oswal Nifty Capital Market Index Fund Reg Gr 16-12-2024 23.47 0.0 0.0 0.0 0.0
Tata Nifty Capital Markets Index Fund Reg Gr 24-10-2024 23.25 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option - - - - - -
Index Fund - - - - - -