Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 74/100 · Good
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)15.39%
- Expense ratio (20%)0.4%
- AUM (15%)₹1,253 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Small Cap
₹41.17
AUM: ₹1,252 Cr
NAV updated 27 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.4%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Fund Manager
Swapnil P Mayekar
Inception
Sep 2019
Benchmark
NIFTY Smallcap 250 Total Return Index
Sharpe Ratio
0.45
Std Dev (1Y)
20.22%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.54%
3m
+9.16%
6m
+15.76%
1y
+9.9%
3y
+15.39%
5y
+15.84%
10y
—
since inception
+21.79%
TopFund's Take on Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option holds up reasonably well within the Small Cap category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 74/100.
Cost: At 0.4%, the expense ratio is meaningfully cheaper — about 48% below the Small Cap category average of 0.77% (based on 254 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.45 — returns have only marginally compensated for the risk taken. Separately, with 20.22% annualised volatility, this is among the more turbulent funds in the Small Cap space — expect sharp swings in both directions.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option
The current NAV (Net Asset Value) of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option is ₹41.17. NAV is updated every business day after market close by AMFI.
1Y: 9.9% · 3Y CAGR: 15.39% · 5Y CAGR: 15.84%
The expense ratio of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option is 0.4% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option is ₹1,253 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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