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 | -12.01 | 131.56 | 26.31 | 31.57 | 9.23 |
| 3 year | 13.13 | 42.77 | 25.70 | 26.66 | 15.72 |
| 5 year | 15.63 | 38.60 | 28.79 | 28.38 | 15.28 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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 % |