Motilal Oswal Nifty Microcap 250 Index Fund vs Samco Multi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal Nifty Microcap 250 Index Fund is an Index fund and Samco Multi Cap Fund is a Multi Cap fund. In the year to 30-10-2026, Motilal Oswal Nifty Microcap 250 Index Fund (Direct) returned −0.7% and Samco Multi Cap Fund (Direct) returned −3.5%. Motilal Oswal Nifty Microcap 250 Index Fund charges 0.72% a year and Samco Multi Cap Fund 2.26% (Direct plans). Their portfolios overlap 12.1%: they hold 32 of the same securities.
Motilal Oswal Nifty Microcap 250 Index Fund
Index
- 1 year return
- −0.7%
- Expense ratio
- 0.72%
- NAV
- ₹17.37
Which is better, Motilal Oswal Nifty Microcap 250 Index or Samco Multi Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Nifty Microcap 250 Index returned more over 1 year: −0.7% against −3.5%.
- Motilal Oswal Nifty Microcap 250 Index costs less: 0.72% a year against 2.26% (Direct plans).
- Samco Multi Cap fell less in its worst fall since 06-11-2024: −20.1% against −29.4%.
- Samco Multi Cap holds more in large companies: 18.8% of the fund in large caps against 0.0%.
- Motilal Oswal Nifty Microcap 250 Index is the larger fund: ₹2,410 Cr against ₹220 Cr.
- Their portfolios overlap 12.1%: 32 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Motilal Oswal Nifty Microcap 250 Index Fund | Samco Multi Cap Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Samco Mutual Fund |
| Category | Index | Multi Cap |
| AUM | ₹2,410 Cr (30-09-2026) | ₹220 Cr (30-09-2026) |
| NAV | ₹17.37 (Direct) | ₹9.06 (Direct) |
| Expense ratio (Direct) | 0.72% | 2.26% |
| Expense ratio (Regular) | 1.25% | 3.74% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Microcap 250 TRI | NIFTY 500 Multicap 50:25:25 Total Return Index |
| Launch date | 05-07-2023 | 30-10-2024 |
| Minimum investment | ₹500 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Swapnil Mayekar | Umeshkumar Mehta, Nirali Bhansali, Dhawal Dhanani, Vishal Shinde |
| Exit load | Upto 2.25% | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 Index Fund (Direct) | −9.04% | −4.56% | +3.52% | −0.68% | +13.05% | -- | -- |
| Samco Multi Cap Fund (Direct) | −1.52% | +3.90% | +4.86% | −3.51% | -- | -- | -- |
| Multi Cap average | −2.65% | −3.95% | +1.99% | −1.14% | -- | -- | -- |
Category average: the average of the 33 Multi Cap funds, same plan type.
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: Year-wise Returns
| Year | Motilal Oswal Nifty Microcap 250 IndexMotilal Oswal Nifty Microcap 250 Index | Samco Multi CapSamco Multi Cap |
|---|---|---|
| 2026to date | +5.19% | +0.33% |
| 2025 | −10.89% | −6.91% |
| 2024 | +33.42% | -- |
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: Rolling Returns
Every holding period of both funds, against Nifty Microcap 250 TRI, the benchmark of Motilal Oswal Nifty Microcap 250 Index Fund
Rolling returns
Every 1-year holding period, 242 of them, one for each trading day from 06-11-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Motilal Oswal Nifty Microcap 250 Index Fund (Direct)
Samco Multi Cap Fund (Direct)
Nifty Microcap 250 TRI
to
Dec 2025Feb 2025
to
Feb 2026Apr 2025
to
Apr 2026Jun 2025
to
Jun 2026Aug 2025
to
Aug 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 Index | 39.3 | 30.2 | 14.0 | 16.5 | 0.0 | 0.0 | 0.0 | 0.9% | 1.8% | −16.6% | 14.9% | 0% |
| Samco Multi Cap | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | −6.2% | −6.1% | −13.1% | −0.3% | 18% |
| Nifty Microcap 250 TRI | 33.5 | 26.9 | 19.4 | 17.8 | 2.5 | 0.0 | 0.0 | 2.2% | 3.0% | −15.3% | 16.1% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Microcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 06-11-2024. Past returns do not promise future returns.
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 04-11-2024 to 30-10-2026: 24 instalments, ₹2,40,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 IndexMotilal Oswal Nifty Microcap 250 Index Fund (Direct) | ₹2,40,000 | ₹2,46,172 | ₹6,172 | 2.5% |
| Samco Multi CapSamco Multi Cap Fund (Direct) | ₹2,40,000 | ₹2,38,116 | −₹1,884 | −0.8% |
Motilal Oswal Nifty Microcap 250 IndexMotilal Oswal Nifty Microcap 250 Index Fund (Direct)
Samco Multi CapSamco Multi Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Nifty Microcap 250 Index Fund (Direct) | Samco Multi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −0.68% | −3.51% |
| Standard deviation | 20.68% | 12.65% |
| Sharpe ratio | -0.29 | -0.69 |
| Sortino ratio | -0.40 | -0.90 |
| Maximum drawdown | −21.6% (31-03-2026) | −13.8% (23-03-2026) |
| Beta | 1.00 | 0.68 |
| Alpha | −1.31% | −1.13% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Motilal Oswal Nifty Microcap 250 Index Fund (Direct) | Samco Multi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +17.70% | −5.15% |
| Standard deviation | 21.06% | 11.24% |
| Sharpe ratio | 0.55 | -0.96 |
| Sortino ratio | 0.73 | -1.22 |
| Maximum drawdown | −29.4% (31-03-2026) | −20.1% (23-03-2026) |
| Beta | 1.00 | 0.62 |
| Alpha | −1.53% | −6.42% |
From daily NAVs, 11-07-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Motilal Oswal Nifty Microcap 250 Index Fund (Direct)
Samco Multi Cap Fund (Direct)
Nifty Microcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 Index Fund (Direct) | −29.4% | 11-12-2024 | 31-03-2026 | 23-09-2026 | 6 months | −11.4% |
| Samco Multi Cap Fund (Direct) | −20.1% | 11-12-2024 | 23-03-2026 | Not yet | -- | −10.5% |
| Nifty Microcap 250 TRI | −28.1% | 11-12-2024 | 30-03-2026 | 18-08-2026 | 5 months | −10.8% |
From daily values since 06-11-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Motilal Oswal Nifty Microcap 250 Index Fund (Direct)
Samco Multi Cap Fund (Direct)
Nifty Microcap 250 TRI
Against Nifty Microcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 Index Fund (Direct) | 98% | 103% | 0.61% |
| Samco Multi Cap Fund (Direct) | 45% | 57% | 16.84% |
From month-end values since 06-11-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Nifty Microcap 250 Index Fund, September 2026; Samco Multi Cap Fund, September 2026
Holdings in common
- Overlap
- 12.1%
- Held by both
- 32
- Only in Motilal Oswal Nifty Microcap 250 Index
- 221
- Only in Samco Multi Cap
- 61
| Security | % of Motilal Oswal Nifty Microcap 250 Index | % of Samco Multi Cap |
|---|---|---|
| The Karnataka Bank Limited | 1.40% | 0.57% |
| Lloyds Engineering Works Limited | 0.75% | 0.56% |
| Arvind Limited | 1.01% | 0.55% |
| Tamilnad Mercantile Bank Limited | 1.15% | 0.54% |
| Ujjivan Small Finance Bank Limited | 1.43% | 0.49% |
| Avalon Technologies Limited | 0.79% | 0.49% |
| Sky Gold And Diamonds Limited | 0.68% | 0.48% |
| Paras Defence and Space Technologies Limited | 0.52% | 0.48% |
| VA Tech Wabag Limited | 1.06% | 0.47% |
| Happy Forgings Limited | 0.47% | 0.47% |
| Rategain Travel Technologies Limited | 0.58% | 0.46% |
| Diamond Power Infrastructure Ltd. | 0.62% | 0.43% |
| Astra Microwave Products Limited | 1.56% | 0.42% |
| Viyash Scientific Limited | 0.42% | 0.47% |
| Shilpa Medicare Limited | 1.37% | 0.40% |
| The South Indian Bank Limited | 1.41% | 0.38% |
| Neogen Chemicals Limited | 0.38% | 0.37% |
| Yatharth Hospital And Trauma Care Services Limited | 0.50% | 0.36% |
| KRN Heat Exchanger And Refrigeration Limited | 0.36% | 0.54% |
| Quality Power Electrical Equipments Limited | 0.36% | 0.39% |
| Garware Hi-Tech Films Limited | 0.69% | 0.35% |
| DCB Bank Limited | 0.61% | 0.34% |
| Aditya Vision Ltd | 0.46% | 0.32% |
| Bajaj Consumer Care Limited | 0.42% | 0.32% |
| Akums Drugs and Pharmaceuticals Limited | 0.32% | 0.52% |
| Balaji Amines Limited | 0.26% | 0.48% |
| Precision Wires India Limited | 0.41% | 0.22% |
| Sun Pharma Advanced Research Company Limited | 0.21% | 0.43% |
| Skipper Limited | 0.20% | 1.09% |
| Gokul Agro Resources Limited | 0.18% | 0.33% |
| S.J.S. Enterprises Limited | 0.65% | 0.16% |
| Ashoka Buildcon Limited | 0.15% | 0.43% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 12.1% means 12.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Motilal Oswal Nifty Microcap 250 Index Fund
| Security | % of fund |
|---|---|
| Sundram Fasteners Limited | 1.42% |
| Grindwell Norton Limited | 1.04% |
| Edelweiss Financial Services Limited | 1.03% |
| Sudarshan Chemical Industries Limited | 0.99% |
| Nazara Technologies Limited | 0.98% |
Largest holdings only in Samco Multi Cap Fund
| Security | % of fund |
|---|---|
| National Stock Exchange Of India Ltd | 4.27% |
| Lalithaa Jewellery Mart Ltd | 2.16% |
| Solar Industries India Limited | 1.94% |
| Laurus Labs Limited | 1.82% |
| Bank of Maharashtra | 1.72% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Nifty Microcap 250 Index | Samco Multi Cap |
|---|---|---|
| Equity | 100.0% | 85.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.0% | 15.0% |
Market cap of stocks
| Market cap | Motilal Oswal Nifty Microcap 250 Index | Samco Multi Cap |
|---|---|---|
| Large Cap | 0.0% | 18.8% |
| Mid Cap | 0.0% | 19.2% |
| Small Cap | 98.9% | 37.2% |
| Not on AMFI's list | 1.2% | 9.9% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Motilal Oswal Nifty Microcap 250 Index | Samco Multi Cap |
|---|---|---|
| Pharmaceuticals & Biotechnology | 7.8% | 9.9% |
| Banks | 7.6% | 9.4% |
| Industrial Products | 9.1% | 4.8% |
| Consumer Durables | 8.2% | 5.0% |
| Electrical Equipment | 4.8% | 7.8% |
| Capital Markets | 0.8% | 7.1% |
| Auto Components | 4.9% | 5.3% |
| Aerospace & Defense | 5.2% | 0.9% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Nifty Microcap 250 Index vs Samco Multi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Nifty Microcap 250 Index Fund | Samco Multi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.72% | 2.26% |
| Base expense ratio (Direct) | 0.43% | 0.77% |
| Total expense ratio (Regular) | 1.25% | 3.74% |
| Base expense ratio (Regular) | 0.90% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Motilal Oswal Nifty Microcap 250 Index Fund vs Samco Multi Cap Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Nifty Microcap 250 Index Fund and Samco Multi Cap Fund?
Motilal Oswal Nifty Microcap 250 Index Fund is an Index fund, Samco Multi Cap Fund is a Multi Cap fund, run by Motilal Oswal Mutual Fund and Samco Mutual Fund. Their portfolios overlap 12.1%. Motilal Oswal Nifty Microcap 250 Index Fund charges 0.72% a year and Samco Multi Cap Fund 2.26%.
Which has given higher returns, Motilal Oswal Nifty Microcap 250 Index Fund or Samco Multi Cap Fund?
Over 1 year: Motilal Oswal Nifty Microcap 250 Index Fund −0.68%, Samco Multi Cap Fund −3.51%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Motilal Oswal Nifty Microcap 250 Index Fund or Samco Multi Cap Fund?
Motilal Oswal Nifty Microcap 250 Index Fund charges less: 0.72% a year against 2.26%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal Nifty Microcap 250 Index Fund and Samco Multi Cap Fund overlap?
12.1%. They hold 32 of the same securities, the largest shared ones being KTKBANK, LLOYDSENGG, ARVIND. From each fund's latest monthly portfolio.
Which is riskier, Motilal Oswal Nifty Microcap 250 Index Fund or Samco Multi Cap Fund?
On SEBI's riskometer, Motilal Oswal Nifty Microcap 250 Index Fund is rated Very High and Samco Multi Cap Fund Very High. Over 1 years, the standard deviation of daily returns was 20.68% and 12.65% a year.
Can I invest in both Motilal Oswal Nifty Microcap 250 Index Fund and Samco Multi Cap Fund?
Yes. 12.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Motilal Oswal Nifty Microcap 250 Index Fund and Samco Multi Cap Fund?
Motilal Oswal Nifty Microcap 250 Index Fund: Swapnil Mayekar. Samco Multi Cap Fund: Umeshkumar Mehta, Nirali Bhansali, Dhawal Dhanani, Vishal Shinde.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.