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Motilal Oswal Nifty Microcap 250 Index Fund- Direct- Growth Option is an index scheme managed by Motilal Oswal Mutual Fund. The total expense ratio is 0.57% on assets of ₹2,345Cr. The fund is currently managed by Mr. Rakesh Shetty, appointed within the last year.
Lower is better.
This scheme classifies as Mid-Blend on the 3x3 equity style box, with 67% of its portfolio classified as of 2026-05-29.
| 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.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MTAR TECHNOLOGIES LIMITED | Industrials | 1.72% |
| TD POWER SYSTEMS LIMITED | Industrials | 1.63% |
| SANSERA ENGINEERING LIMITED | Consumer Cyclical | 1.35% |
| UJJIVAN SMALL FINANCE BANK LIMITED | Financial Services | 1.33% |
| THE SOUTH INDIAN BANK LTD. | Financial Services | 1.28% |
| THE KARNATAKA BANK LIMITED | Financial Services | 1.26% |
| ASTRA MICROWAVE PRODUCTS LIMITED | Technology | 1.18% |
| TAMILNAD MERCANTILE BANK LIMITED | Financial Services | 1.09% |
| VOLTAMP TRANSFORMERS LIMITED | Industrials | 1.04% |
| STERLITE TECHNOLOGIES LIMITED | Technology | 0.98% |
| EQUITAS SMALL FINANCE BANK LIMITED | Financial Services | 0.95% |
| EDELWEISS FINANCIAL SERVICES LIMITED | Financial Services | 0.91% |
| STRIDES PHARMA SCIENCE LIMITED | Healthcare | 0.86% |
| VA TECH WABAG LIMITED | Industrials | 0.85% |
| MAHARASHTRA SCOOTERS LIMITED | Financial Services | 0.83% |
| SUDARSHAN CHEMICAL INDUSTRIES LTD. | Basic Materials | 0.82% |
| Shaily Engineering Plastics Limited | Consumer Cyclical | 0.82% |
| MEDPLUS HEALTH SERVICES LIMITED | Consumer Cyclical | 0.78% |
| ARVIND LIMITED | Consumer Cyclical | 0.78% |
| V-GUARD INDUSTRIES LIMITED | Industrials | 0.78% |
| Azad Engineering Limited | Industrials | 0.77% |
| KIRLOSKAR PNEUMATIC COMPANY LTD. | Industrials | 0.71% |
| AVANTI FEEDS LIMITED | Consumer Defensive | 0.68% |
| KSB Limited | Industrials | 0.64% |
| RELIGARE ENTERPRISES LIMITED | Financial Services | 0.63% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 22.76% |
| Financial Services | 15 | 12.55% |
| Healthcare | 16 | 8.25% |
| Consumer Durables | — | 8.09% |
| Fast Moving Consumer Goods | — | 6.50% |
| Chemicals | — | 6.34% |
| Consumer Services | — | 5.83% |
| Automobile and Auto Components | — | 5.57% |
| Information Technology | — | 3.46% |
| Services | — | 3.40% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -16.44% | -4.46% | 2.70% | 32.10% | 75.78% | 60.8% |
Top-10 weight 12.9% 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.
What an investor SIPping into this fund actually got during named market shocks.
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.