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Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan

Motilal Oswal · Small Cap
Very High
₹38.24
Current NAV
03 Nov 2026
-2.0%
1Y Return
11.9%
3Y CAGR
12.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.69
Sharpe Ratio
1.29
Beta
0.69
Alpha
2.35
Sortino
Fund Details
Fund House Motilal Oswal
Category Small Cap
AUM ₹2240 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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