Fundalysisby DARKHORSESTOCKS

Scheme

Motilal Oswal Nifty Smallcap 250 Index Fund

Holds 249 companies worth ₹1,228 Cr in Sept 2026.

  • Fund house

    Motilal OswalThe fund house that runs this scheme.

  • AUM

    ₹1,243 CrMotilal Oswal Nifty Smallcap 250 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 4.3% on Aug 2026, ₹1,299 Cr.

  • Largest holding

    Sona Blw Precision ForgingsSona Blw Precision Forgings is 1.7% of this scheme's NAV.

  • Fund manager

    Not available yetIts fund house hasn't published who runs it in a document we can read, so we don't have it yet. Know who runs it? Tell us on its Summary tab.

AUM(Sept 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,243−4.3%
Aug 20261,299+3.7%
Jul 20261,253+3.5%
Jun 20261,210+5.8%
May 20261,144+2.4%
Apr 20261,117+19.9%
Mar 2026932−6.5%
Feb 2026997+1.3%
Jan 2026984−3.6%
Dec 20251,021+0.2%
Nov 20251,019−2.4%
Oct 20251,044+4.7%
AUM at month end, Sept 2026
₹1,243 Cr
+19.1% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2019 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202674.80%−0.22 pt
Jun 202675.01%+0.07 pt
Mar 202674.95%+0.49 pt
Dec 202574.46%+0.79 pt
Direct plans' share of AUM, Sept 2026
74.80%
+0.34 pt since Dec 2025
Fig. 2.Motilal Oswal Nifty Smallcap 250 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.70%−4.76%––−4.10%
3 months *
−1.56%−1.74%––−3.57%
6 months *
+13.53%+13.12%––+2.05%
1 year
+3.47%+2.73%+3.93%−0.46 pt−0.35%
3 years
+13.38%+12.58%+13.85%−0.48 pt+7.62%
5 years
+12.84%+12.04%+13.44%−0.60 pt+7.18%
Since launch
+21.35%+20.50%+22.02%−0.68 pt+7.28%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI.