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Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth
Equity
Small Cap
Very High Risk
Latest AUM
₹ 2,452.9 Cr.
NAV as on 03 aug, 2026
₹ 18.28
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth
Inception Date
05 Jul 2023
Lock In
No Lock-in
SIP Minimum Investment amount
₹100
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹500
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
99.92%
Cash
0.08%
Portfolio Updated on: 08 Jul, 2026
Sector Allocations
Equity
Financial
Industrials
Consumer Discretionary
Materials
Healthcare
Technology
Energy & Utilities
Consumer Staples
Real Estate
Portfolio Updated on: 03 aug, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 2.03% |
| MTAR Technologies Ltd | Industrials | Equity | 1.84% |
| MTAR Technologies Ltd | Industrials | Equity | 1.84% |
| Sterlite Technologies Ltd | Technology | Equity | 1.83% |
| Sterlite Technologies Ltd | Technology | Equity | 1.83% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.68% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.68% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.60% |
| TD Power Systems Ltd | Industrials | Equity | 1.81% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.56% |
Debt & Credit Risk Analysis
| Alpha | 2.74% |
| Beta | 1.10% |
| R2 | 0.94% |
| Sharpe Ratio | 0.59% |
| Standard Deviation | 24.73% |
| Sortino Ratio | 0.97% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 10.96% | NA | 4.26% |
| 6 Months | 16.61% | NA | 15.51% |
| 9 Months | 5.40% | NA | 1.16% |
| 1 Year | 7.00% | 7.00% | -3.42% |
| 2 Years | 0.96% | 0.48% | 21.59% |
| 3 Years | 69.45% | 19.22% | 23.39% |
Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 05 Jul 2023, the fund aims Return that corresponds to the total returns of the Nifty Microcap 250 Total Return Index, subject to tracking error. Long term capital growth. It manages assets worth ₹2,452.9 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.12%.
Rakesh Shetty has experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Dishant Mehta has experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Swapnil P Mayekar has experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Invesco India Smallcap Fund Direct-growth | 13,420.4 | +1.59% | +14.79% | +18.74% | +17.98% | +24.73% | +20.43% |
| Invesco India Smallcap Fund Direct-idcw | 13,420.4 | +1.59% | +14.79% | +18.74% | +17.98% | +24.73% | +20.43% |
| Bank Of India Small Cap Fund Direct-growth | 2,572.4 | +2.95% | +15.57% | +29.66% | +22.25% | +23.05% | +19.86% |
| Bank Of India Small Cap Fund Direct-idcw | 2,572.4 | +2.95% | +15.57% | +29.66% | +22.25% | +23.05% | +19.86% |
| Bandhan Small Cap Fund Direct-growth | 28,466.2 | +1.98% | +8.45% | +13.04% | +12.15% | +27.74% | +19.85% |
| Bandhan Small Cap Fund Direct-idcw | 28,466.2 | +1.98% | +8.45% | +13.04% | +12.15% | +27.74% | +19.85% |
| Nippon India Small Cap Fund Direct-growth | 78,407.0 | +0.82% | +7.17% | +12.89% | +9.63% | +17.57% | +19.41% |
| Nippon India Small Cap Fund Direct-idcw | 78,407.0 | +0.82% | +7.17% | +12.89% | +9.63% | +17.57% | +19.41% |
| Invesco India Smallcap Fund Regular-growth | 13,420.4 | +1.48% | +14.43% | +18.01% | +16.48% | +23.06% | +18.73% |
| Invesco India Smallcap Fund Regular-idcw | 13,420.4 | +1.48% | +14.43% | +18.01% | +16.48% | +23.06% | +18.73% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Motilal Oswal Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Motilal Oswal Small Cap Fund Direct-growth | 7,179.4 | +3.30% | +16.72% | +24.57% | +22.81% | — | — |
| Motilal Oswal Small Cap Fund Regular-growth | 7,179.4 | +3.20% | +16.37% | +23.88% | +21.40% | — | — |
| Motilal Oswal Small Cap Fund Regular-idcw | 7,179.4 | +3.20% | +16.37% | +23.88% | +21.40% | — | — |
| Motilal Oswal Small Cap Fund Direct-idcw | 7,179.4 | +3.30% | +16.72% | +24.57% | +22.81% | — | — |
| Motilal Oswal Nifty Microcap 250 Index Fund Direct-growth | 2,452.9 | +0.80% | +11.12% | +16.94% | +7.63% | +19.97% | — |
| Motilal Oswal Nifty Smallcap 250 Index Fund Regular-growth | 1,210.2 | +1.00% | +8.55% | +13.51% | +7.14% | +16.73% | +14.01% |
| Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth | 1,210.2 | +1.07% | +8.75% | +13.92% | +7.93% | +17.55% | +14.82% |
| Motilal Oswal Nifty Smallcap 250 Etf-growth | 245.0 | +1.06% | +8.73% | +13.92% | +7.98% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Nippon India Small Cap Fund Direct-growth | 78,407.0 | +0.82% | +7.17% | +12.89% | +9.63% | +17.57% | +19.41% |
| Nippon India Small Cap Fund-growth | 78,407.0 | +0.75% | +6.97% | +12.49% | +8.82% | +16.67% | +18.44% |
| Nippon India Small Cap Fund-idcw | 78,407.0 | +0.75% | +6.97% | +12.49% | +8.82% | +16.67% | +18.44% |
| Nippon India Small Cap Fund Direct-idcw | 78,407.0 | +0.82% | +7.17% | +12.89% | +9.63% | +17.57% | +19.41% |
| HDFC Small Cap Fund Regular-growth | 40,416.8 | +3.08% | +8.43% | +4.78% | +2.20% | +12.84% | +14.84% |
| HDFC Small Cap Fund Direct-growth | 40,416.8 | +3.15% | +8.65% | +5.20% | +3.06% | +13.83% | +15.89% |
| HDFC Small Cap Fund Direct-idcw | 40,416.8 | +3.15% | +8.65% | +5.20% | +3.06% | +13.83% | +15.89% |
| HDFC Small Cap Fund Regular-idcw | 40,416.8 | +3.08% | +8.43% | +4.78% | +2.20% | +12.84% | +14.84% |
| SBI Small Cap Fund Direct-growth | 40,156.7 | +0.08% | +7.29% | +11.15% | +6.41% | +12.66% | +14.29% |
| SBI Small Cap Fund-growth | 40,156.7 | +0.01% | +7.07% | +10.71% | +5.55% | +11.67% | +13.21% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Invesco India Smallcap Fund Direct-growth | ₹53.79 | +24.73% | +20.43% | — |
| Invesco India Smallcap Fund Direct-idcw | ₹39.96 | +24.73% | +20.43% | — |
| Bank Of India Small Cap Fund Direct-growth | ₹63.47 | +23.05% | +19.86% | — |
| Bank Of India Small Cap Fund Direct-idcw | ₹47.53 | +23.05% | +19.86% | — |
| Bandhan Small Cap Fund Direct-growth | ₹56.57 | +27.74% | +19.85% | — |
| Bandhan Small Cap Fund Direct-idcw | ₹39.37 | +27.74% | +19.85% | — |
| Nippon India Small Cap Fund Direct-growth | ₹205.85 | +17.57% | +19.41% | — |
| Nippon India Small Cap Fund Direct-idcw | ₹109.48 | +17.57% | +19.41% | — |
| Invesco India Smallcap Fund Regular-growth | ₹47.90 | +23.06% | +18.73% | — |
| Invesco India Smallcap Fund Regular-idcw | ₹34.26 | +23.06% | +18.73% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 03 Aug 2026 | ₹18.28 |
| 31 Jul 2026 | ₹18.04 |
| 30 Jul 2026 | ₹17.85 |
| 29 Jul 2026 | ₹17.95 |
| 28 Jul 2026 | ₹17.87 |
| 27 Jul 2026 | ₹18.10 |
| 24 Jul 2026 | ₹17.86 |
| 23 Jul 2026 | ₹17.78 |
| 22 Jul 2026 | ₹17.91 |
| 21 Jul 2026 | ₹18.12 |
| 20 Jul 2026 | ₹18.06 |
| 17 Jul 2026 | ₹17.95 |
| 16 Jul 2026 | ₹18.14 |
| 15 Jul 2026 | ₹18.23 |
| 14 Jul 2026 | ₹18.12 |
| 13 Jul 2026 | ₹18.30 |
| 10 Jul 2026 | ₹18.28 |
| 09 Jul 2026 | ₹18.03 |
| 08 Jul 2026 | ₹17.69 |
| 07 Jul 2026 | ₹18.06 |
| 06 Jul 2026 | ₹18.18 |
| 03 Jul 2026 | ₹18.15 |
| 02 Jul 2026 | ₹18.20 |
| 01 Jul 2026 | ₹18.05 |
| 30 Jun 2026 | ₹18.02 |
| 29 Jun 2026 | ₹17.83 |
| 25 Jun 2026 | ₹17.88 |
| 24 Jun 2026 | ₹18.00 |
| 23 Jun 2026 | ₹18.01 |
| 22 Jun 2026 | ₹18.14 |
Portfolio Updated on: 04 Aug, 2026
Fund Growth & Size Analysis
+₹2,452.9 Cr
Since Launch
This Fund
Category Average
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Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth Returns Comparison
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Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth FAQ'S
- Sharpe Ratio: 0.59%
- Standard Deviation: 24.73%
- Beta: 1.10%
- Alpha: 2.74%
- R-squared: 0.94%
- Information Ratio: 0.58%
- Sortino Ratio: 0.97%
Additional important ratios:
As of Tue Jun 30, 2026, the total assets managed under Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth stand at approximately ₹ 2,452.9 crore.
The Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth has delivered the following short-term performance:
- 3 Months Return: 10.96%
- 6 Months Return: 16.61%
The historical growth of the Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth is reflected through its CAGR returns:
- 3 Year CAGR: 19.22%
- Return Since Launch: 21.63%
The portfolio of Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth is distributed across different asset classes as follows:
- Equity: 99.92%
- Other Assets: 0.08%
The Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth is managed by Swapnil P Mayekar, representing Motilal Oswal Mutual Fund.
The Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth investments are allocated across market caps in the following manner:
- Small Cap Stocks: 100.00%
Top stock holdings of Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth include:
- MTAR Technologies Ltd – represents 2.03% of the portfolio
- MTAR Technologies Ltd – represents 1.84% of the portfolio
- MTAR Technologies Ltd – represents 1.84% of the portfolio
- Sterlite Technologies Ltd – represents 1.83% of the portfolio
- Sterlite Technologies Ltd – represents 1.83% of the portfolio
- CarTrade Tech Ltd – represents 1.68% of the portfolio
- CarTrade Tech Ltd – represents 1.68% of the portfolio
- CarTrade Tech Ltd – represents 1.60% of the portfolio
- TD Power Systems Ltd – represents 1.81% of the portfolio
- CarTrade Tech Ltd – represents 1.56% of the portfolio
Major sector exposures in Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth are:
- Financial – accounts for 104.03% of the portfolio
- Industrials – accounts for 94.26% of the portfolio
- Consumer Discretionary – accounts for 85.84% of the portfolio
- Materials – accounts for 53.27% of the portfolio
- Healthcare – accounts for 41.99% of the portfolio
