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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan is an index scheme managed by Motilal Oswal Mutual Fund. Three-year compounded annual return is 18.23%, placing it in the 77th percentile of Index peers. It has ranked in the top half of its category for 4 of the last 6 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.13% on assets of ₹1,117Cr. The fund is currently managed by Mr. Rakesh Shetty, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 62% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Piramal Finance Limited | Financial Services | 1.21% |
| Angel One Limited | Financial Services | 1.00% |
| Computer Age Management Services Limited | Technology | 0.89% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 0.84% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 0.83% |
| Sai Life Sciences Limited | Healthcare | 0.74% |
| Nuvama Wealth Management Limited | Financial Services | 0.51% |
| Nava Limited | Utilities | 0.46% |
| PG Electroplast Limited | Technology | 0.43% |
| Aditya Birla Real Estate Limited | Real Estate | 0.39% |
| Ola Electric Mobility Ltd | Consumer Cyclical | 0.37% |
| Godawari Power And Ispat limited | Basic Materials | 0.36% |
| Capri Global Capital Limited | Financial Services | 0.36% |
| BEML Limited | Industrials | 0.35% |
| Jyoti CNC Automation Ltd | Industrials | 0.32% |
| Belrise Industries Limited | Consumer Cyclical | 0.32% |
| Aditya Birla Lifestyle Brands Limited | Consumer Cyclical | 0.28% |
| Sarda Energy and Minerals Limited | Basic Materials | 0.27% |
| Jindal Saw Limited | Basic Materials | 0.26% |
| Indian Overseas Bank | Financial Services | 0.26% |
| Zydus Wellness Limited | Consumer Defensive | 0.25% |
| HEG Limited | Industrials | 0.25% |
| Sapphire Foods India Limited | Consumer Cyclical | 0.24% |
| Tenneco Clean Air India Limited | Consumer Cyclical | 0.24% |
| Aditya Infotech Limited | Industrials | 0.23% |
| Sector | Holdings | Weight |
|---|---|---|
| Finance | 2 | 9.62% |
| Pharmaceuticals & Biotechnology | 2 | 8.38% |
| Auto Components | 3 | 6.57% |
| Industrial Products | 3 | 6.52% |
| Capital Markets | 3 | 5.98% |
| Chemicals & Petrochemicals | 12 | 5.89% |
| Banks | 3 | 5.37% |
| Healthcare Services | 1 | 4.16% |
| Construction | 11 | 3.88% |
| Consumer Durables | 1 | 3.55% |
| Transport Services | 4 | 2.51% |
| Industrial Manufacturing | 3 | 2.41% |
| IT - Services | 5 | 2.21% |
| Power | 2 | 2.09% |
| Leisure Services | 2 | 2.05% |
| Automobiles | 1 | 2.01% |
| Retailing | 1 | 1.90% |
| Fertilizers & Agrochemicals | 6 | 1.89% |
| Gas | 4 | 1.75% |
| IT - Software | 7 | 1.53% |
| Electrical Equipment | 1 | 1.51% |
| Commercial Services & Supplies | 5 | 1.50% |
| Aerospace & Defense | 3 | 1.43% |
| Realty | 4 | 1.41% |
| Insurance | 4 | 1.37% |
| Entertainment | 4 | 1.22% |
| Cement & Cement Products | 4 | 1.04% |
| Agricultural Food & other Products | 3 | 1.00% |
| Personal Products | 3 | 0.99% |
| Non - Ferrous Metals | 1 | 0.88% |
| Petroleum Products | 3 | 0.87% |
| Telecom - Services | 3 | 0.85% |
| Minerals & Mining | 1 | 0.69% |
| Textiles & Apparels | 3 | 0.68% |
| Food Products | 1 | 0.60% |
| Agricultural, Commercial & Construction Vehicles | 1 | 0.53% |
| Ferrous Metals | 1 | 0.52% |
| Diversified | 2 | 0.47% |
| Paper, Forest & Jute Products | 1 | 0.39% |
| IT - Hardware | 1 | 0.34% |
| Telecom - Equipment & Accessories | 2 | 0.31% |
| Healthcare Equipment & Supplies | 1 | 0.29% |
| Other Consumer Services | 1 | 0.25% |
| Household Products | 1 | 0.21% |
| Financial Technology (Fintech) | 1 | 0.17% |
| Beverages | 1 | 0.14% |
| Oil | 1 | 0.14% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 5Y | 14.44% | 17.67% | 23.27% | 27.72% | 34.82% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 7.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.