Aeterna Wealth
Index Fund · Regular plan · Growth

Motilal Oswal Nifty Smallcap 250 Index Fund (Regular)

Motilal Oswal Mutual Fund · benchmark Nifty Smallcap 250 TRI · 7.2 years old · AMFI code 147624

B
Track-record rating: 6 of 9 in Index: NIFTY SMALLCAP 250

B (middle of the peer group), score 52.6 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.4%4.0%-0.6%4 / 10
1 year0.7%1.9%-1.2%6 / 9
3 years (a year)12.1%13.4%-1.3%2 / 6
5 years (a year)12.3%13.4%-1.1%1 / 3

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-1.19%
Tracking error, 1Y0.09%

Portfolio

Sona BLW Precision Forgings Limited1.7%
Welspun Corp Limited1.6%
Karur Vysya Bank Limited1.4%
Navin Fluorine International Limited1.4%
Ather Energy Limited1.2%
Sterlite Technologies Limited1.2%
RBL Bank Limited1.1%
Delhivery Limited1.1%
Redington Limited1.1%
Gland Pharma Limited1.0%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Motilal Oswal Nifty Smallcap 250 Index Fund (Regular plan)?

₹37.40 on 5 Nov 2026 (Growth option).

What is the expense ratio of Motilal Oswal Nifty Smallcap 250 Index Fund (Regular)?

1.13% a year; the Direct plan's is 0.45%.

What return has Motilal Oswal Nifty Smallcap 250 Index Fund given over 3 years?

12.1% a year (Regular plan) over the 3 years to 5 Nov 2026, against 13.4% for the Nifty Smallcap 250 total-return index.

What does Motilal Oswal Nifty Smallcap 250 Index Fund invest in?

Its largest holdings are Sona BLW Precision Forgings Limited, Welspun Corp Limited, Karur Vysya Bank Limited, with 249 stocks in all (September 2026 portfolio).

How is Motilal Oswal Nifty Smallcap 250 Index Fund rated?

B: 6 of 9 Regular plans in Index: NIFTY SMALLCAP 250, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Motilal Oswal Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.