Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan
Motilal Oswal Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Nifty Smallcap 250
AUM (all plans)
841 cr
TER direct / regular
0.39% / 1.11%
Tracks (from name)
Nifty Smallcap 250
Tracking diff 1Y
0.03pp
Tracking diff 3Y /yr
0.18pp
CAGR (full)
19.8%
Sharpe (full)
0.71
Sharpe (bull ≤Sep-24)
3.01
Sharpe (sideways Oct-24→)
-0.14
Max drawdown
-37.2%
Months of data
83
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
35.6%
16.3%
1.41
12
FY23
-6.7%
-9.0%
-0.69
12
FY24
63.3%
38.1%
2.99
12
FY25
5.6%
-4.0%
0.10
12
FY26
-5.2%
-1.1%
-0.53
12
FY27*
28.8%
17.4%
2.53
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+2.4
+0.9
+0.5
+3.8
2020
+6.7
-7.0
-32.4
+12.6
-2.0
+14.6
+6.2
+11.8
+3.2
-0.5
+12.4
+8.3
+25.9
2021
+1.1
+12.2
+0.7
+4.5
+9.9
+5.5
+8.1
-2.9
+5.7
+0.1
-0.4
+5.3
+61.2
2022
-0.3
-9.3
+6.1
+0.5
-8.6
-6.7
+8.7
+5.7
-0.9
+1.8
+3.0
-1.8
-3.4
2023
-2.3
-3.5
-1.6
+6.8
+5.5
+6.3
+7.8
+5.2
+2.5
-1.7
+10.3
+5.9
+48.3
2024
+7.3
-0.6
-4.3
+10.5
-1.3
+9.5
+5.0
+1.3
+1.2
-3.6
-0.1
+0.2
+26.5
2025
-10.7
-12.6
+9.2
+1.6
+9.6
+5.7
-3.6
-3.6
+1.1
+3.7
-3.3
-0.3
-5.6
2026
-5.5
+0.8
-10.1
+17.1
+1.6
+4.3
+1.3
+2.6
+10.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard