FundLens
60
Index — Small CapHold

Motilal Oswal Nifty Small Cap 250 Index Dir

Motilal Oswal · Direct–Growth · rank #4 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
4.8%
+0.0% vs index
3 Years
14.5%
-0.0% vs index
5 Years
14.7%
-0.0% vs index
Since launch
21.9%

Year-by-year performance

last entry = YTD
2021
+61.2%
2022
-3.4%
2023
+48.3%
2024
+26.5%
2025
-5.6%
2026
+9.8%

Why this score

Motilal Oswal Nifty Small Cap 250 Index Dir scores 60/100 — #4 of 18 Index — Small Cap fund (Hold). It stands out for 5y return and fund size — beating 83% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

5Y return14.66% · 83rd percentile in category
Fund size1299.09 Cr · 81st percentile in category
Sharpe ratio0.42 · 61st percentile in category
Sortino ratio0.56 · 64th percentile in category
3Y return14.51% · 45th percentile in category
Volatility19.07 · 46th percentile in category

Top holdings

top 5 = 7.5% of portfolio
1.Sona BLW Precision Forgings Ltd1.65%
2.Ather Energy Ltd.1.49%
3.Karur Vysya Bank Ltd1.48%
4.Navin Fluorine International Ltd1.44%
5.Welspun Corp Ltd1.42%

250 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Small Cap funds