Home Funds Motilal Oswal Nifty Smallcap 250 ETF

Motilal Oswal Nifty Smallcap 250 ETF

Motilal Oswal · Small Cap
Very High
₹17.77
Current NAV
25 Jun 2026
19.0%
1Y Return
16.0%
3Y CAGR
18.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
0.80
Beta
-0.60
Alpha
1.08
Sortino
Fund Details
Fund House Motilal Oswal
Category Small Cap
AUM ₹8950 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
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