Motilal Oswal Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF247L01932 NAV value: ₹ 33.0336 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.01131.5626.3131.579.23
3 year13.1342.7725.7026.6615.72
5 year15.6338.6028.7928.3815.28

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6131.57
3 year 6.2830.9515.0426.66
5 year 8.3826.0214.2228.38
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4931.57
3 year 6.5619.6413.5726.66
5 year 9.2212.2910.7528.38
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7531.57
3 year 7.6821.4915.0626.66
5 year 10.3713.511.9328.38
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1631.57
3 year 8.0432.0317.8126.66
5 year 8.1828.6415.3428.38
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,58,596 - Absolute Returns: ₹1,58,596 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,90,354 - Absolute Returns: ₹14,90,354 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,06,60,386 - Absolute Returns: ₹46,60,386 - CAGR: %

Drawdown Metrics

Max Drawdown

-42.44 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-7.66 %

Calmar Ratio by Duration

1 Y

0.7439

3 Y

0.6282

5 Y

0.6687

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.30 1.08 105.0 103.1 5.11 % 4.00 %
3 years 7.61 1.05 106.2 95.7 19.15 % 11.28 %
5 years 6.27 0.98 96.2 87.0 15.65 % 9.44 %
7 years 7.66 0.84 89.8 80.1 18.28 % 11.42 %
10 years 4.83 0.84 89.8 80.1 12.47 % 7.86 %
12 years 3.78 0.84 89.8 80.1 10.29 % 6.51 %
15 years 2.76 0.84 89.8 80.1 8.15 % 5.17 %