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MF Analyser

Motilal Oswal Nifty Microcap 250 Index Fund

Regular Plan · Growth · Index Funds · Scheme code 151815

NAV₹18.9712as on 25 Sep 2026
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionRegular · Growth
History3.2 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme -1.703.8826.23 5.6815.29— ——20.70
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 4.797.206.50 —10.82—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 21.0% 0.42 0.57 1.19 10.19% -30.0% 48.18
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 37 months this scheme and its benchmark share.

Growth of ₹100 since launch

9312716219720242026MF Analyser

Drawdown from peak (%)

0%-11%-22%-34%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
108 -16.9% 3.4% 73.5% 37%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
137% 81% 0.69 17.8% 0.60 11.56

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 37 months this scheme and Nifty 100 share.

MF Analyser

Motilal Oswal Nifty Microcap 250 Index Fund

Regular Plan · Growth

Allocation

By asset

Equity99.83%
Cash & Equivalents0.17%

By market cap

Small Cap96.66%
Unclassified3.17%

Concentration

Number of stocks252
Top 5 stocks9.45%
Top 10 stocks16.00%
Top 20 stocks25.27%
Lines in the filing254
Largest holding2.22%
Largest sectorIndustrial Products 9.26%
Effective stocks151.2
Sectors held40
Cash0.17%

Effective stocks is what the concentration works out to: a fund holding 252 names but most of its money in a few behaves like a fund of 151. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Industrial Products — 9.3%Consumer Durables — 8.9%Electrical Equipment — 8.0%Banks — 7.3%Pharmaceuticals & Biotechnology — 6.4%Auto Components — 5.8%Chemicals & Petrochemicals — 5.2%Aerospace & Defense — 3.5%Retailing — 3.4%Other — 42.4%Industrial Products9.3%Consumer Durables8.9%Electrical Equipment8.0%Banks7.3%Pharmaceuticals & Biotech…6.4%Auto Components5.8%Chemicals & Petrochemicals5.2%Aerospace & Defense3.5%Retailing3.4%Other42.4%
Industrial Products9.26%
Consumer Durables8.93%
Electrical Equipment8.03%
Banks7.25%
Pharmaceuticals & Biotechnology6.38%
Auto Components5.79%
Chemicals & Petrochemicals5.16%
Aerospace & Defense3.46%
Retailing3.38%
Finance3.09%
Healthcare Services3.06%
Textiles & Apparels2.67%
Construction2.59%
Industrial Manufacturing2.55%
Telecom - Equipment & Accessories2.36%
Commercial Services & Supplies2.11%
Leisure Services2.01%
Personal Products1.98%
IT - Software1.95%
Food Products1.80%
MF Analyser

Motilal Oswal Nifty Microcap 250 Index Fund

Regular Plan · Growth · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 Sterlite Technologies Limited Telecom - Equipment & Accessories 760,844 55 2.22%
2 Cupid Limited Personal Products 1,760,556 49 1.98%
3 TD Power Systems Ltd Electrical Equipment 593,109 46 1.85%
4 Sansera Engineering Limited Auto Components 112,986 45 1.82%
5 MTAR Technologies Limited Electrical Equipment 55,808 39 1.58%
6 Astra Microwave Products Limited Aerospace & Defense 220,138 37 1.47%
7 Ujjivan Small Finance Bank Limited Banks 4,908,107 34 1.36%
8 The Karnataka Bank Limited Banks 982,819 33 1.32%
9 The South Indian Bank Limited Banks 6,786,511 31 1.24%
10 Shilpa Medicare Limited Pharmaceuticals & Biotechnology 303,867 29 1.16%
11 Tamilnad Mercantile Bank Limited Banks 305,523 28 1.14%
12 Grindwell Norton Limited Industrial Products 120,366 24 0.98%
13 Sudarshan Chemical Industries Limited Chemicals & Petrochemicals 187,642 24 0.95%
14 VA Tech Wabag Limited Other Utilities 118,435 23 0.94%
15 Arvind Limited Textiles & Apparels 408,544 23 0.91%
16 Shaily Engineering Plastics Limited Consumer Durables 67,827 22 0.89%
17 Nazara Technologies Limited Entertainment 591,765 22 0.88%
18 Equitas Small Finance Bank Limited Banks 2,973,240 22 0.88%
19 Edelweiss Financial Services Limited Finance 1,671,831 21 0.85%
20 SPR Auto Technologies Ltd Auto Components 46,151 21 0.85%
21 Azad Engineering Ltd Electrical Equipment 73,908 21 0.85%
22 Voltamp Transformers Limited Electrical Equipment 18,455 20 0.81%
23 Maharashtra Scooters Limited Finance 14,152 19 0.78%
24 Avalon Technologies Limited Electrical Equipment 78,890 19 0.75%
25 Ratnamani Metals & Tubes Limited Industrial Products 68,441 18 0.73%
26 SKF India (Industrial) Ltd Industrial Products 60,405 18 0.72%
27 Marksans Pharma Limited Pharmaceuticals & Biotechnology 559,474 18 0.72%
28 Strides Pharma Science Limited Pharmaceuticals & Biotechnology 172,685 18 0.71%
29 V-Guard Industries Limited Consumer Durables 492,712 17 0.68%
30 Thangamayil Jewellery Limited Consumer Durables 31,124 17 0.68%
MF Analyser

Motilal Oswal Nifty Microcap 250 Index Fund

Regular Plan · Growth · where the money sits

What the manager did last month

Between the filings of 31 Jul 2026 and 31 Aug 2026. A position grows because the manager bought or because the price rose; only the share count separates them.

BoughtSoldNew positionsSold out ofPrice move of holdings
₹8 cr ₹52 cr 2 2 +6.84%
StockShares tradedShares PriceValue
₹ cr
New position
TD Power Systems Ltd 593,109 entered — 46.1
Kirloskar Pneumatic Company Limited 197,766 entered — 14.1
Added to
PC Jeweller Ltd 2,746,180 +30.4% +18.7% 3.0
SPR Auto Technologies Ltd 5,218 +12.8% +4.9% 2.4
P N Gadgil Jewellers Limited 28,674 +46.9% -12.9% 1.7
Diamond Power Infrastructure Ltd. 24,813 +11.1% +7.2% 0.9
Trimmed
Cupid Limited 38,545 -2.1% +21.6% 1.1
Sterlite Technologies Limited 13,699 -1.8% +30.8% 1.0
Sansera Engineering Limited 2,474 -2.1% +20.1% 1.0
MTAR Technologies Limited 1,222 -2.1% +23.0% 0.9
Astra Microwave Products Limited 4,819 -2.1% -10.5% 0.8
Ujjivan Small Finance Bank Limited 107,458 -2.1% -3.7% 0.7
The Karnataka Bank Limited 21,518 -2.1% +17.7% 0.7
The South Indian Bank Limited 148,584 -2.1% -2.2% 0.7
Sold out of
TD Power Systems Limited 303,047 exited — 34.3
Kirloskar Pneumatic Company Limited 101,048 exited — 15.0
Not equityPrevious filingThis filingChange
Cash, repo and TREPS ₹0 cr ₹0 cr +₹0 cr

The list above is stocks and fund units. Treasury bills, repo and money-market lines roll over every month by design — they are not decisions, so they are totalled here rather than listed as activity.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 27 Sep 2026.