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Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth INF247L01932

NAV / 1-Day Return
39.49 / -0.23%
Total Assets
9.8 Bil
Inception Date
Sep 06, 2019
Expense Ratio
0.330%
Fee Level
Load
Deferred
Category
India Fund Index Funds
Investment Style
Mid Growth
Minimum Initial Investment
500
Status
Open
TTM Yield
0.00%
Turnover
38.46%

Morningstar’s Analysis

Non Rateable Category Fund

This share class category is not eligible for a Morningstar Medalist Rating. Rated on May 31, 2025

Growth of 10,000


Returns



Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 100.04 0.00 100.04 99.83
Fixed Income 0.00 0.00 0.00 0.00
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash -0.04 0.19 0.14 0.18
Other 0.00 0.00 0.00 0.04

Stock Style

People

Inception Date
Sep 06, 2019
Number of Managers
3
Longest Tenure
5.8 Years
Average Tenure
2.4 Years
Advisor(s)
Motilal Oswal Asset Management Company Limited - Portfolio Managers

Management Team

Sep 06, 2019 –Present
Oct 15, 2024 –Present
Dec 20, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
251 0
Bond Holding
0 0
Other Holding
1 1
Total Holding
252 1
Equity Holdings
251
Bond Holdings
0
Other Holdings
1
Total Holdings
252
% Assets in Top 10 Holdings
12
Reported Turnover %
38.46
As of 03 / 31 / 24
Women Directors %
19
Women Executives %
7
Holdings
% Portfolio Weight
First Bought
Market Value as of Jun 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
2.25 Sep 30, 2019 220,300,000
INR Indian Rupee
115.45 Financial Services
1.58 Sep 30, 2019 154,268,000
INR Indian Rupee
52.88 Financial Services
1.40 Sep 30, 2024 136,943,000
INR Indian Rupee
64.16 Healthcare
1.13 Mar 31, 2024 110,173,000
INR Indian Rupee
-17.63 Consumer Cyclical
1.06 Mar 31, 2022 103,580,000
INR Indian Rupee
43.69 Financial Services
1.04 Sep 30, 2019 101,551,000
INR Indian Rupee
36.67 Financial Services
1.01 Mar 31, 2021 99,275,000
INR Indian Rupee
11.04 Technology
1.01 Sep 30, 2019 98,802,000
INR Indian Rupee
60.98 Consumer Defensive
0.97 Mar 31, 2025 95,375,000
INR Indian Rupee
3.72 112.36 Momentum Industrials
0.97 Mar 31, 2025 94,917,000
INR Indian Rupee
129.83 Utilities
Holdings as of Jun 30, 2025 | The top 100 largest holdings are available for display across Equity, Bond and Other.


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