Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option
Motilal Oswal Asset Management Company Limited · Direct Plan · Growth
Fund overview
1% on or before 15D, Nil after 15D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹1,193 | +193 |
| 3 Years | ₹1,000 | ₹1,699 | +699 |
| 5 Years | ₹1,000 | ₹2,419 | +1,419 |
Calculated using the fund's annualised return since inception (19.3% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
254 securitiesTop 10 holdings make up 11.8% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Astra Microwave Products Ltd | Aerospace & Defense | Small Cap | 1.56% |
| Ujjivan Small Finance Bank Ltd | Banks | Small Cap | 1.43% |
| Sundram Fasteners Ltd | Auto Components | Small Cap | 1.42% |
| South Indian Bank Ltd | Banks | Small Cap | 1.41% |
| Karnataka Bank Ltd | Banks | Small Cap | 1.40% |
| Shilpa Medicare Ltd | Pharmaceuticals & Biotechnology | Small Cap | 1.37% |
| Tamilnad Mercantile Bank Ltd | Banks | Small Cap | 1.15% |
| VA Tech Wabag Ltd | Other Utilities | Small Cap | 1.06% |
| Grindwell Norton Ltd | Industrial Products | Small Cap | 1.04% |
| Edelweiss Financial Services Ltd | Financial Services | Small Cap | 1.03% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹2,410 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹2,410 Cr
Exit load, stamp duty & tax
05-Jul-23
1% on or before 15D, Nil after 15D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
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 Objectives Of The Scheme Will Be Achieved.
Fund house
Motilal Oswal Asset Management Company Limited
Frequently asked questions
What is the NAV of Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option?
The NAV of Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option is ₹17.91 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option?
The expense ratio charged by Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option is 0.57%.
What is the Min. SIP of Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option?
The minimum SIP investment in Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option is ₹500 per month.
What is the Min. Lumpsum of Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option?
The minimum lumpsum investment in Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option is ₹500.
What is the Exit Load of Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option?
The exit load for Motilal Oswal NIFTY Microcap 250 Index Fund- Direct- Growth Option is: 1% on or before 15D, Nil after 15D