Motilal Oswal Nifty Microcap 250 Index Fund

Q: What are the returns of this mutual fund scheme?

The Motilal Oswal Nifty Microcap 250 Index Fund is a 2 yrs 4 m old fund and has delivered average annual returns of 25.73% since inception. Motilal Oswal Nifty Microcap 250 Index Fund Returns 1-Year Since Inception -0.5% 25.73%

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹17.042+1.0% 1 day change	25.73% p.a.	App exclusive #NA View Ranked Funds	₹2,618 Cr

Historical NAV & returns

NAV: ₹17.042 as on Oct 20, 2025

This fund Category average

Motilal Oswal Nifty Microcap 250 Index Fund overview

AUM (Fund size)	₹2,618 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 15 days.!
Lock-in Period	Nil
Age	2 yrs 4 m since Jun 15, 2023
Benchmark	Nifty Microcap 250 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.11% as on Sep 30, 2025
Plan type	Regular
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Motilal Oswal Nifty Microcap 250 Index Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Oct 17, 2025

Period	This fund	Category average
1 Month	-0.1%	0.94%
3 Months	-1.43%	-0.92%
6 Months	9.94%	10.13%
1 Year	-0.5%	0.34%
2 Years	21.21%	20.96%

View returns in detail

Asset allocationas on Sep 30, 2025

Large Cap 0%

Mid Cap 0%

Small Cap 98.78%

Other Cap 0%

Top holdings

CarTrade Tech Ltd.1.34%

LMW Ltd.1.28%

Ujjivan Small Finance Bank Ltd.1.14%

Sudarshan Chemical Industries Ltd.1.11%

Top sectors

Capital Goods 12.320000000000002%

Services 12.250000000000002%

Chemicals 9.799999999999999%

Financial 9.63%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.97%

Allocation by Instruments

CBLO 0.96565993%

Net Receivables 0.24960446%

Other Holdings

Others 0.25%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Nifty Microcap 250 Index Fund	-0.1%	9.94%	-0.5%	N.A.	N.A.	N.A.
Motilal Oswal Nifty Smallcap 250 Index Fund	1.06%	10.95%	1.38%	21.99%	27.0%	13.74%
Nippon India Nifty Smallcap 250 Index Fund	1.01%	10.93%	0.61%	21.58%	26.71%	12.68%
Kotak Nifty Smallcap 50 Index Fund	1.64%	9.84%	2.05%	25.72%	14.72%	7.11%
HDFC NIFTY Smallcap 250 Index Fund	1.02%	10.95%	1.26%	22.85%	13.14%	6.37%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Nifty Microcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Smallcap 250 Index Fund	19.39	1.02	0.78	1.14
Nippon India Nifty Smallcap 250 Index Fund	19.27	1.02	0.76	1.13
Kotak Nifty Smallcap 50 Index Fund	N.A.	N.A.	N.A.	N.A.
HDFC NIFTY Smallcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Nifty Microcap 250 Index Fund	N.A.	2,618 Cr	2 yrs 4 m	1.11%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	997 Cr	6 yrs 2 m	1.04%
Nippon India Nifty Smallcap 250 Index Fund	N.A.	2,563 Cr	5 yrs	0.95%
Kotak Nifty Smallcap 50 Index Fund	N.A.	161 Cr	2 yrs 7 m	0.9%
HDFC NIFTY Smallcap 250 Index Fund	N.A.	540 Cr	2 yrs 6 m	0.75%

View all Small Cap Index funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal Nifty Microcap 250 Index Fund in detail with

About this fund

About Motilal Oswal Nifty Microcap 250 Index Fund

Motilal Oswal Nifty Microcap 250 Index Fund is a Small Cap Index mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 2 yrs 4 m, having been launched on 15/06/2023. Motilal Oswal Nifty Microcap 250 Index Fund has ₹2,618 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Nifty Microcap 250 Index Fund as of 20/10/2025 is ₹17.04. The fund has an expense ratio of 1.11%, which is higher than what most other Small Cap Index funds charge.

Motilal Oswal Nifty Microcap 250 Index Fund returns of last 1-year are -9.13%. Since launch, it has delivered 26.14% average annual returns.
The fund has the majority of its money invested in Capital Goods, Services, Chemicals, Financial, Construction sectors. It has taken less exposure in Capital Goods, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in CarTrade Tech Ltd., LMW Ltd., Ujjivan Small Finance Bank Ltd., Sudarshan Chemical Industries Ltd., Astra Microwave Products Ltd..

...

Fund AUM	2,618 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Fund managers

Swapnil P Mayekar

Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai. Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Dishant Mehta

Bachelors of Science (B.SC) Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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.

Motilal Oswal Mutual Fund details

No. of schemes	47 view all schemes
Total AUM	1,27,837 Cr as on Sep 30, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	34,749 Cr	-0.11%	33.38%
Motilal Oswal Large and Midcap Fund	N.A.	13,778 Cr	8.16%	28.46%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,631 Cr	6.3%	27.08%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	997 Cr	1.38%	27.0%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,377 Cr	1.59%	25.64%
Motilal Oswal Nasdaq 100 FOF Scheme	N.A.	6,089 Cr	43.18%	22.46%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Motilal Oswal Nifty Microcap 250 Index Fund?

The current Net Asset Value (NAV) of the Motilal Oswal Nifty Microcap 250 Index Fund plan is approximately ₹17.042 as of Oct 20, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Nifty Microcap 250 Index Fund is a 2 yrs 4 m old fund and has delivered average annual returns of 25.73% since inception.

Motilal Oswal Nifty Microcap 250 Index Fund Returns

1-Year	Since Inception
-0.5%	25.73%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Nifty Microcap 250 Index Fund has an expense ratio of 1.11%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Nifty Microcap 250 Index Fund currently has assets under management (AUM) or fund size valued at approximately 2,618 Cr as on Sep 30, 2025.

What are the top stock holdings of Motilal Oswal Nifty Microcap 250 Index Fund?

The Motilal Oswal Nifty Microcap 250 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
CarTrade Tech Ltd.	1.34%
LMW Ltd.	1.28%
Ujjivan Small Finance Bank Ltd.	1.14%
Sudarshan Chemical Industries Ltd.	1.11%
Astra Microwave Products Ltd.	1.09%
The South Indian Bank Ltd.	0.99%
Gabriel India Ltd.	0.98%
Paradeep Phosphates Ltd.	0.92%
Acutaas Chemicals Ltd.	0.89%
TD Power Systems Ltd.	0.88%

What are the top sectors Motilal Oswal Nifty Microcap 250 Index Fund has invested in?

The Motilal Oswal Nifty Microcap 250 Index Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Capital Goods	12.320000000000002%
Services	12.250000000000002%
Chemicals	9.799999999999999%
Financial	9.63%
Construction	8.790000000000001%
Healthcare	7.760000000000002%
Automobile	6.57%
Materials	5.760000000000001%
Consumer Staples	5.199999999999999%
Consumer Discretionary	5.18%

What is risk level of Motilal Oswal Nifty Microcap 250 Index Fund?

This is a Small Cap Index fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Motilal Oswal Nifty Microcap 250 Index Fund?

Redeeming your investments in the Motilal Oswal Nifty Microcap 250 Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Small Cap Index

#NA

Return Outperformance: This fund has generated highest return amongst Small Cap Index funds in the last 2 Years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 15 days.