Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

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Category: Index Fund
Launch Date: 10-07-2023
Asset Class: Equity
Benchmark: Nifty Microcap 250 TRI
Expense Ratio: 1.11% As on (31-05-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 235.59 Cr As on (30-05-2025)
Turn over:

NAV as on 07-07-2025

17.5319

-0.08 (-0.4797%)

CAGR Since Inception

31.67%

Nifty Microcap 250 TRI 18.27%

PERFORMANCE of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Scheme Performance (%) Data as on - 07-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option	-1.11	-	-	-	31.67
NIFTY MICROCAP 250 TRI	0.86	37.08	44.56	21.37	18.27
Index Fund	4.34	17.58	20.36	11.99	10.24

Yearly Performance (%)

Nav Movement

Fund Managers

Swapnil P Mayekar

Investment Objective

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Microcap 250 Total Return Index, subject to tracking error.

RETURNS CALCULATOR for Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option	-	-	-	-	-	-
Index Fund	-	-	-	-	-	-

PEER COMPARISION of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

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Period

Data as on - 07-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option	10-07-2023	-1.11	0.0	0.0	0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option	14-08-2023	20.3	0.0	0.0	0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth	26-04-2024	19.84	0.0	0.0	0.0
ICICI Prudential NASDAQ 100 Index Fund - Growth	01-10-2021	15.78	25.02	28.15	0.0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth	05-04-2020	15.47	20.75	20.94	17.67
Tata Nifty Financial Services Index Fund - Regular Plan - Growth	01-04-2024	12.8	0.0	0.0	0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth	29-07-2022	12.16	21.61	0.0	0.0
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option	10-11-2022	11.25	9.38	0.0	0.0
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth	27-03-2023	11.15	9.48	0.0	0.0
BANDHAN CRISIL IBX GILT APRIL 2032 INDEX FUND - REGULAR GROWTH	15-02-2023	11.06	9.34	0.0	0.0

PORTFOLIO ANALYSIS of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option

Asset Allocation (%)