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Motilal Oswal Nifty Microcap 250 Index Fund

Direct Plan · Growth · Motilal Oswal Mutual Fund

Risk: Very High Risk
52W Low ₹13.81 31 Mar 2026 52W High ₹19.59 23 Sept 2026
₹18.0495 NAV as of 4 Nov 2026 +2.18% day change
Other Plans of This Fund
ISININF247L01BQ9
Scheme Code151814
StructureOpen Ended Schemes
Fund HouseMotilal Oswal Asset Management Company Limited
AUM (avg. July - September 2026)₹1,602.23 Cr
Expense Ratio (as of 3 Nov 2026)0.69%
Min. InvestmentRs. 500/- and in multiples of Re. 1/- thereafter.
Inception Date15 Jun 2023
Portfolio Turnover76.28%

Returns

1Y +3.26%
3Y +13.76%
Since Inception +18.99%

Annualised (CAGR) returns for periods over a year.

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Rank in Category

PeriodThis FundCategory Avg.Rank
1W +1.98% +3.19% 188 of 283
1M -4.24% +2.85% 282 of 283
3M -3.60% -2.37% 177 of 283
6M +6.04% +1.56% 23 of 278
YTD +9.09% -0.86% 13 of 283
1Y +3.26% -0.15% 80 of 263
2Y -0.65% +2.58% 155 of 193
3Y +13.76% +9.71% 21 of 142
INCEPTION +18.99% — —

Ranked among: Other Scheme - Index Funds.

Rolling Returns

PeriodAverageBestWorstPositive PeriodsConsistency
3M +5.12% +33.01% -24.65% 65% 26%
6M +8.96% +44.40% -23.33% 66% 27%
1Y +12.36% +76.06% -16.61% 68% 28%
2Y +8.61% +33.14% -2.19% 90% 38%
3Y +17.66% +22.65% +12.54% 100% 47%

Rolling returns show the average, best and worst outcome an investor would have seen entering at any point in the window.

NAV History

AUM Trend (₹ Cr, quarterly average)

Expense Ratio Trend

Portfolio · Sep 2026

Asset Allocation

  • Equity100.03%
  • Debt0.00%
  • Cash-0.03%
  • Other0.00%

Market Cap Split

  • Large Cap0.00%
  • Mid Cap0.00%
  • Small Cap99.64%
  • Others0.36%

Fundamentals

FundCategory
P/E23.3223.30
P/B2.963.81
Price / Sales2.123.27
Price / Cash Flow17.5117.22
Dividend Yield (%)0.741.63
Holdings254
Top 5 Stocks7.22%
Top 10 Stocks12.87%
Top 3 Sectors25.09%

Holdings · Sep 2026

HoldingSectorWeightChange (1M)
Astra Microwave Products Aerospace & Defense 1.56% +0.09%
Ujjivan Small Finance Bank Banks 1.43% +0.07%
Sundram Fasteners Auto Components 1.42% —
South Indian Bank Banks 1.41% +0.17%
Karnataka Bank Banks 1.40% +0.08%
Shilpa Medicare Pharmaceuticals & Biotechnology 1.37% +0.21%
Tamilnad Mercantile Bank Banks 1.15% +0.01%
VA Tech Wabag Other Utilities 1.06% +0.12%
Grindwell Norton Industrial Products 1.04% +0.06%
Edelweiss Financial Services Finance 1.03% +0.18%
Arvind Textiles & Apparels 1.01% +0.10%
Sudarshan Chemical Industries Chemicals & Petrochemicals 0.99% +0.04%
Nazara Technologies Entertainment 0.98% +0.10%
Shaily Engineering Plastics Consumer Durables 0.93% +0.04%
Jubilant Pharmova Pharmaceuticals & Biotechnology 0.93% —
View all 256 holdings
Equitas Small Finance Bank Banks 0.89% +0.01%
Voltamp Transformers Electrical Equipment 0.84% +0.03%
Strides Pharma Science Pharmaceuticals & Biotechnology 0.83% +0.12%
Ratnamani Metals & Tubes Industrial Products 0.81% +0.08%
Avalon Technologies Electrical Equipment 0.79% +0.04%
Marksans Pharma Pharmaceuticals & Biotechnology 0.78% +0.06%
Lloyds Engineering Works Industrial Manufacturing 0.75% +0.11%
Apollo Micro Systems Aerospace & Defense 0.74% +0.09%
Eris Lifesciences Pharmaceuticals & Biotechnology 0.72% —
Black Buck Transport Services 0.72% +0.07%
Lumax Auto Technologies Auto Components 0.70% +0.05%
Garware Hi-Tech Films Industrial Products 0.69% +0.04%
Indegene Equity 0.69% —
Sky Gold And Diamonds Consumer Durables 0.68% +0.05%
Chalet Hotels Leisure Services 0.68% —
Tilaknagar Industries Beverages 0.68% +0.03%
PC Jeweller Consumer Durables 0.67% +0.15%
BlueStone Jewellery & Lifestyle Consumer Durables 0.67% +0.04%
SJS Enterprises Auto Components 0.65% —
Metropolis Healthcare Equity 0.65% +0.01%
V-Guard Industries Consumer Durables 0.63% -0.05%
E2E Networks IT - Services 0.63% —
Shadowfax Technologies Transport Services 0.63% —
Pricol Auto Components 0.62% +0.00%
Diamond Power Infrastructure Electrical Equipment 0.62% +0.27%
DCB Bank Banks 0.61% +0.00%
Dynamatic Technologies Industrial Manufacturing 0.60% +0.11%
Religare Enterprises Finance 0.60% +0.02%
RateGain Travel IT - Software 0.58% -0.01%
Kirloskar Pneumatic Company Industrial Products 0.58% +0.01%
Triparty Repo Reverse Repo / TREPS 0.58% —
Sigma Advanced Systems Aerospace & Defense 0.57% —
Supreme Petrochem Chemicals & Petrochemicals 0.57% —
Gujarat Narmada Valley Fert & Chem Chemicals & Petrochemicals 0.57% +0.07%
Sapphire Foods Leisure Services 0.56% —
Sonata Software IT - Software 0.56% —
Aarti Pharma Labs Pharmaceuticals & Biotechnology 0.55% +0.10%
SEDEMAC Mechatronics Auto Components 0.55% —
Niva Bupa Health Insurance Company Insurance 0.54% —
Restaurant Brand Asia (Burger King) Leisure Services 0.53% +0.00%
Time Technoplast Industrial Products 0.53% +0.02%
Medplus Health Services Retailing 0.53% +0.03%
Paras Defence Space Tech Aerospace & Defense 0.52% -0.01%
Pearl Global Industries Textiles & Apparels 0.52% +0.07%
Leela Palaces Hotels & Resorts Leisure Services 0.52% —
Aequs Aerospace & Defense 0.52% +0.23%
Gujarat Pipavav Port Transport Infrastructure 0.51% +0.04%
Lloyds Enterprises Metals & Minerals Trading 0.51% +0.10%
Manorama Industries Food Products 0.51% +0.03%
Hindustan Construction Company Construction 0.50% -0.04%
Gokaldas Exports Textiles & Apparels 0.50% -0.03%
Aditya Birla Lifestyle Brands Retailing 0.50% —
Procter & Gamble Health Pharmaceuticals & Biotechnology 0.50% —
Yatharth Hospital Equity 0.50% +0.05%
Finolex Industries Industrial Products 0.48% +0.02%
Happy Forgings Industrial Products 0.47% —
IIFL Capital Services Capital Markets 0.47% +0.06%
Rain Industries Chemicals & Petrochemicals 0.46% +0.07%
Aditya Vision Retailing 0.46% +0.03%
Jayaswal Neco Industries Industrial Products 0.46% +0.01%
SG Mart Metals & Minerals Trading 0.45% —
Westlife Foodworld Leisure Services 0.45% +0.05%
Axiscades Engineering Technologies Aerospace & Defense 0.45% +0.14%
Vesuvius Industrial Products 0.43% —
Praj Industries Industrial Manufacturing 0.42% -0.02%
SML Mahindra Agricultural, Commercial & Construction Vehicles 0.42% +0.12%
Welspun Enterprises Construction 0.42% +0.06%
Paisalo Digital Finance 0.42% —
Centum Electronics Aerospace & Defense 0.42% —
Viyash Scientific Pharmaceuticals & Biotechnology 0.42% -0.01%
PTC India Power 0.42% +0.04%
Bajaj Consumer Care Personal Products 0.42% —
Precision Wires India Industrial Products 0.41% —
V2 Retail Retailing 0.41% +0.00%
Saregama India Entertainment 0.41% —
Indo Count Industries Textiles & Apparels 0.41% +0.02%
Le Travenues Technology (IXIGO) Leisure Services 0.41% +0.04%
Kansai Nerolac Paints Consumer Durables 0.40% -0.01%
Timex Group Consumer Durables 0.40% —
SBFC Finance Finance 0.40% —
Healthcare Global Enterprises Equity 0.40% -0.01%
KPI Green Energy Power 0.39% +0.08%
Kwality Walls Food Products 0.39% —
Ion Exchange Other Utilities 0.39% +0.07%
WeWork India Management Commercial Services & Supplies 0.38% +0.03%
Jana Small Finance Bank Banks 0.38% +0.04%
Neogen Chemicals Chemicals & Petrochemicals 0.38% +0.08%
Gujarat State Fertilizers & Chemicals Fertilizers & Agrochemicals 0.38% +0.01%
V Mart Retail Retailing 0.38% -0.01%
Tanla Platforms IT - Software 0.38% +0.00%
Arvind Fashions Retailing 0.38% -0.03%
Safari Industries Consumer Durables 0.37% +0.00%
Thyrocare Technologies Equity 0.37% -0.02%
Embassy Developments Realty 0.37% +0.02%
CMS Info Systems Commercial Services & Supplies 0.37% -0.02%
EPL Industrial Products 0.37% -0.01%
Power Mech Projects Construction 0.37% +0.02%
Vedant Fashions Retailing 0.37% +0.02%
Mrs. Bectors Food Food Products 0.36% -0.01%
KRN Heat Exchanger and Refrigeration Industrial Products 0.36% +0.01%
Quality Power Electrical Equipments Electrical Equipment 0.36% +0.06%
Sudeep Pharma Chemicals & Petrochemicals 0.36% +0.04%
Genus Power Infrastructures Electrical Equipment 0.36% —
CSB Bank Banks 0.35% -0.01%
Senores Pharmaceuticals Pharmaceuticals & Biotechnology 0.35% —
AvenuesAI Financial Technology (Fintech) 0.34% +0.02%
GMR Power & Urban Infra Power 0.34% +0.07%
JK Paper Paper, Forest & Jute Products 0.34% +0.02%
Tips Music Entertainment 0.34% +0.03%
Sunflag Iron & Steel Company Industrial Products 0.34% —
Newgen Software Technologies IT - Software 0.34% —
Godrej Agrovet Food Products 0.34% +0.03%
Cera Sanitaryware Consumer Durables 0.33% -0.01%
KRBL Agricultural Food & other Products 0.33% -0.01%
Knowledge Marine & Engineering Works Engineering Services 0.32% —
Akums Drugs & Pharma Pharmaceuticals & Biotechnology 0.32% +0.04%
Aditya Birla Fashion & Retail Retailing 0.32% —
Shakti Pumps Industrial Products 0.31% +0.00%
Archean Chemical Industries Chemicals & Petrochemicals 0.31% +0.02%
Amagi Media Labs IT - Services 0.31% —
Entero Healthcare Solutions Retailing 0.31% +0.00%
Samhi Hotels Leisure Services 0.31% +0.02%
Electronics Mart Retailing 0.31% +0.06%
Blue Jet Healthcare Pharmaceuticals & Biotechnology 0.31% —
Texmaco Rail & Engineering Industrial Manufacturing 0.31% +0.08%
Borosil Renewables Industrial Products 0.31% +0.06%
Banco Products Auto Components 0.30% +0.01%
Jamna Auto Industries Auto Components 0.30% +0.05%
Happiest Minds Technologies IT - Software 0.29% -0.06%
Jyothy Laboratories Household Products 0.28% -0.01%
Ashapura Minechem Minerals & Mining 0.28% -0.01%
Mastek IT - Software 0.28% -0.01%
Dilip Buildcon Construction 0.27% +0.02%
Alkyl Amines Chemicals Chemicals & Petrochemicals 0.27% -0.02%
Supriya Lifescience Pharmaceuticals & Biotechnology 0.27% +0.06%
Stylam Industries Consumer Durables 0.27% —
Valor Estate Realty 0.27% +0.01%
Indigo Paints Consumer Durables 0.27% +0.01%
Sheela Foam Consumer Durables 0.27% +0.02%
Birla Corporation Cement & Cement Products 0.27% +0.01%
Suven Life Sciences Equity 0.27% —
Northern Arc Capital Finance 0.27% —
Balu Forge Industries Industrial Products 0.27% -0.04%
Balaji Amines Chemicals & Petrochemicals 0.26% -0.01%
Greaves Cotton Industrial Products 0.26% +0.05%
VIP Industries Consumer Durables 0.26% +0.00%
OnEMI Technology Solutions Finance 0.26% —
Sandur Manganese & Iron Ores Ferrous Metals 0.26% +0.00%
Jeena Sikho Lifecare Leisure Services 0.26% +0.02%
Electrosteel Castings Industrial Products 0.25% -0.02%
Fiem Industries Auto Components 0.25% +0.00%
Fedbank Financial Services Finance 0.25% +0.06%
Gujarat Ambuja Exports Agricultural Food & other Products 0.25% +0.00%
Sterling & Wilson Renewable Energy Construction 0.24% -0.01%
Websol Energy System Electrical Equipment 0.24% +0.00%
Mishra Dhatu Nigam Aerospace & Defense 0.24% +0.03%
Vikram Solar Electrical Equipment 0.24% +0.01%
Waaree Renewable Technologies Electrical Equipment 0.24% +0.01%
Quess Corp Commercial Services & Supplies 0.24% -0.01%
Relaxo Footwears Consumer Durables 0.23% -0.04%
TTK Prestige Consumer Durables 0.23% —
Park Medi World Equity 0.23% +0.06%
PN Gadgil Jewellers Consumer Durables 0.23% +0.02%
Aeroflex Industries Industrial Products 0.23% —
Aurionpro Solutions IT - Software 0.23% -0.01%
PDS Textiles & Apparels 0.22% —
Goldiam International Consumer Durables 0.21% —
Sri Lotus Developers & Realty Realty 0.21% +0.05%
Senco Gold Consumer Durables 0.21% +0.00%
Sun Pharma Advanced Research Co Pharmaceuticals & Biotechnology 0.21% +0.01%
RattanIndia Power Power 0.21% +0.00%
Transrail Lighting Electrical Equipment 0.21% +0.03%
Campus Activewear Consumer Durables 0.20% +0.00%
Skipper Electrical Equipment 0.20% -0.01%
Indian Metals & Ferro Alloys Ferrous Metals 0.20% -0.01%
MSTC Commercial Services & Supplies 0.20% +0.01%
Madhya Bharat Agro Fertilizers & Agrochemicals 0.20% —
Shilchar Technologies Electrical Equipment 0.20% —
Shree Renuka Sugars Agricultural Food & other Products 0.20% -0.01%
Surya Roshni Industrial Products 0.20% +0.02%
Rallis Fertilizers & Agrochemicals 0.19% +0.00%
KNR Constructions Construction 0.19% +0.01%
MOIL Minerals & Mining 0.19% +0.00%
Heritage Foods Food Products 0.19% +0.03%
Latent View Analytics IT - Software 0.19% —
Network18 Media & Investments Entertainment 0.19% +0.00%
Powerica Electrical Equipment 0.19% —
Nephrocare Health Services Equity 0.19% —
Sharda Cropchem Fertilizers & Agrochemicals 0.19% +0.01%
GNG Electronics IT - Hardware 0.18% —
TVS Supply Chain Solutions Transport Services 0.18% +0.01%
Thomas Cook Leisure Services 0.18% +0.00%
Jai Balaji Industries Ferrous Metals 0.18% -0.02%
Gokul Agro Resources Agricultural Food & other Products 0.18% -0.01%
Datamatics Global Services IT - Services 0.18% +0.02%
Fujiyama Power Systems Electrical Equipment 0.18% +0.00%
Atlanta Electricals Electrical Equipment 0.18% -0.01%
Refex Industries Other Utilities 0.18% +0.00%
Piccadily Agro Industries Beverages 0.18% +0.01%
Wakefit Innovations Consumer Durables 0.17% +0.02%
Cello World Consumer Durables 0.17% +0.01%
Raymond Lifestyle Textiles & Apparels 0.17% +0.00%
Triveni Power Transmissio Industrial Manufacturing 0.17% +0.00%
Share India Securities Capital Markets 0.17% +0.03%
Unimech Aerospace and Manufacturing Aerospace & Defense 0.17% —
Rashtriya Chemicals & Fertilizers Fertilizers & Agrochemicals 0.17% +0.01%
PNC Infratech Construction 0.17% -0.05%
Laxmi Organic Industries Chemicals & Petrochemicals 0.17% +0.02%
Sunteck Realty Realty 0.17% +0.02%
CE Info Systems IT - Software 0.17% —
Just Dial Retailing 0.16% +0.00%
Omnitech Engineering Industrial Manufacturing 0.16% —
Kaveri Seed Company Agricultural Food & other Products 0.16% +0.00%
Ashoka Buildcon Construction 0.15% -0.01%
Subros Industrial Products 0.15% +0.01%
Capillary Technologies IT - Software 0.15% +0.05%
Advanced Enzyme Tech Pharmaceuticals & Biotechnology 0.15% +0.00%
TARC Realty 0.14% +0.02%
Shreeji Shipping Global Transport Services 0.14% —
Lumax Industries Auto Components 0.14% —
Vaibhav Global Consumer Durables 0.14% +0.00%
Puravankara Realty 0.14% +0.01%
IFB Industries Consumer Durables 0.14% +0.00%
Zaggle Prepaid Ocean Services IT - Services 0.14% +0.01%
Ceigall India Construction 0.13% —
Canara Robeco Asset Management Company Capital Markets 0.13% -0.01%
Ellenbarrie Industrial Gases Chemicals & Petrochemicals 0.13% +0.03%
Gujarat Alkalies & Chemicals Chemicals & Petrochemicals 0.11% —
Kitex Garments Textiles & Apparels 0.11% +0.00%
Enviro Infra Engineers Other Utilities 0.11% +0.00%
Ennature Bio Pharma Limited Pharmaceuticals & Biotechnology 0.11% —
IGL Spirits Limited Beverages 0.11% —
National Fertilizers Fertilizers & Agrochemicals 0.09% +0.00%
HG Infra Engineering Construction 0.09% +0.00%
Oswal Pumps Industrial Products 0.08% +0.00%
CMR Green Technologies Industrial Products 0.08% —
Responsive Industries Consumer Durables 0.08% —
Route Mobile Telecom - Services 0.08% +0.00%
India Glycols Beverages 0.08% -0.19%
INOX Renewable Solutions Limited Construction 0.00% +0.00%
Net Receivables / (Payables) Net Current Assets -0.61% —

Sector Allocation · Sep 2026

View all 42 sectors
  • Healthcare Services 3.30%
  • Finance 3.23%
  • IT - Software 3.17%
  • Textiles & Apparels 2.94%
  • Construction 2.53%
  • Industrial Manufacturing 2.41%
  • Entertainment 1.92%
  • Food Products 1.79%
  • Other Utilities 1.74%
  • Transport Services 1.67%
  • Power 1.36%
  • Realty 1.30%
  • IT - Services 1.26%
  • Fertilizers & Agrochemicals 1.22%
  • Commercial Services & Supplies 1.19%
  • Agricultural Food & other Products 1.12%
  • Beverages 1.05%
  • Metals & Minerals Trading 0.96%
  • Capital Markets 0.77%
  • Ferrous Metals 0.64%
  • Insurance 0.54%
  • Transport Infrastructure 0.51%
  • Minerals & Mining 0.47%
  • Agricultural, Commercial & Construction Vehicles 0.42%
  • Personal Products 0.42%
  • Financial Technology (Fintech) 0.34%
  • Paper, Forest & Jute Products 0.34%
  • Engineering Services 0.32%
  • Household Products 0.28%
  • Cement & Cement Products 0.27%
  • IT - Hardware 0.18%
  • Telecom - Services 0.08%

Risk Metrics

Standard Deviation

PeriodFundCategory
1Y 20.84 12.38 High Volatility
3Y 21.56 10.25 High Volatility
What is this?

Annualized population standard deviation of daily denomination-adjusted NAV returns, multiplied by sqrt(252). Values require a full timeframe of NAV history.

Sharpe Ratio

PeriodFundCategory
1Y -0.07 -0.51 Above Average
3Y 0.39 0.26 Above Average
What is this?

Annualized Sharpe ratio calculated from month-end NAV returns using the latest available FBIL Overnight MIBOR rate as the risk-free rate. For schemes with less than three years of history, the 3Y value uses since-inception data. Applied risk-free rate: 5.73% (published 2026-10-28).

Sortino Ratio

PeriodFundCategory
1Y 0.37 12.56 Below Average
3Y 0.98 8.16 Below Average
What is this?

Annualized from daily NAV returns using a 0.00% minimum acceptable return; downside deviation includes only returns below this target.

Tracking Difference

1Y-1.45%
3Y-1.48%
Since Inception-1.66%

Versus Nifty Microcap 250 - TRI, as of Sep 2026.

Compare With Peers

Scheme 1Y3Y5YSince Inception
ICICI Prudential Nifty Pharma Index Fund
Direct Plan · IDCW
+22.53% +22.50% — +21.44%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
Direct Plan · Growth
+20.88% +21.50% +14.91% +16.74%
Tata Nifty Capital Markets Index Fund
Direct Plan · Growth Option
+19.89% — — +21.71%
Motilal Oswal Nifty Capital Market Index Fund
Regular Plan · Growth
+19.31% — — +16.06%
Motilal Oswal S&P 500 Index Fund
Direct Plan · GROWTH
+18.19% +25.74% +16.20% +20.46%
Tata Nifty MidSmall Healthcare Index Fund
Regular Plan · IDCW Payout Option
+17.24% — — +17.73%
Motilal Oswal Nifty MidSmall Healthcare Index Fund
Regular Plan · Growth
+17.19% — — +11.55%
ICICI Prudential NASDAQ 100 Index Fund
Regular Plan · Growth
+15.21% +27.99% +16.74% +17.49%
Bandhan BSE Healthcare Index Fund
Regular Plan · Growth
+13.22% — — +7.26%
Motilal Oswal Nifty India Defence Index Fund
Regular Plan · Growth
+13.06% — — +4.19%

More From Motilal Oswal Asset Management Company Limited

Scheme 1Y3Y5YSince Inception
Motilal Oswal Nasdaq Q50 ETF
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Motilal Oswal Silver ETF
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Motilal Oswal Focused Fund
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Motilal Oswal Nasdaq 100 Fund of Fund
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Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
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Motilal Oswal Nifty Capital Market Index Fund
Direct Plan · Growth
+20.03% — — +16.81%
Motilal Oswal Nifty Capital Market ETF
+20.03% — — +45.83%
Motilal Oswal Gold and Silver Passive Fund of Funds
Direct Plan · Growth
+18.31% +31.69% — +28.72%
Motilal Oswal S&P 500 Index Fund
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+18.19% +25.74% +16.20% +20.46%
Motilal Oswal Active Momentum Fund
Direct Plan · Growth
+17.75% — — +23.84%

About This Scheme

Investment Objective

The investment objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.

Market Closed · Opens 9:15 AM
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