Motilal Oswal Small Cap Fund - Growth - Direct Plan

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  • 2.51 %Nav, as on 11-04-2025

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  • Net Change on 11-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 0.25 14.30 30.48 0.72 30,828.79
Quant Small Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -7.63 17.75 48.54 0.69 24,892.62
Axis Small Cap Fund - Direct Plan - Growth Nov 29, 2013 5.51 15.31 31.52 0.57 22,735.71
Kotak-Small Cap Fund - Growth - Direct Jan 01, 2013 2.38 12.23 35.12 0.58 15,706.46
HSBC Small Cap Fund - Direct Growth May 12, 2014 -2.76 15.35 35.80 0.65 14,493.32

Fund Holdings as on 31-March-2025

  • Collateralized Borrowing & Lending Obligation

  • Dr Agarwals Health Care Limited

  • Net Receivables / (Payables)

  • Karur Vysya Bank Limited

  • Styrenix Performance Materials Limited

  • Shaily Engineering Plastics Limited

  • V-Guard Industries Limited

  • Pricol Limited

  • Chalet Hotels Limited

  • Rainbow Childrens Medicare Limited

  • Cholamandalam Financial Holdings Limited

  • Campus Activewear Limited

  • Vijaya Diagnostic Centre Limited

  • V2 Retail Limited

  • CCL Products (India) Limited

  • V-Mart Retail Limited

  • Indus Towers Limited

  • Gokaldas Exports Limited

  • Five Star Business Finance Limited

  • Pitti Engineering Limited

  • Triveni Turbine Limited

  • Transformers And Rectifiers (India) Limited

  • Sky Gold Limited

  • Bharat Electronics Limited

  • Blue Star Limited

  • Sagility India Limited

  • Multi Commodity Exchange of India Limited

  • eClerx Services Limited

  • GE Vernova T&D India Limited

  • P N Gadgil Jewellers Limited

  • Varroc Engineering Limited

  • Rossari Biotech Limited

  • VA Tech Wabag Limited

  • Trent Limited

  • Godrej Agrovet Limited

  • Kaynes Technology India Limited

  • Hitachi Energy India Limited

  • KEC International Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Mphasis Limited

  • Gufic Biosciences Limited

  • Dixon Technologies (India) Limited

  • Praj Industries Limited

  • International Gemmological Institute India Ltd

  • Premier Energies Limited

  • KEI Industries Limited

  • Carraro India Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Zen Technologies Limited

  • Electrosteel Castings Limited

  • Siemens Limited

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  • Hospital & Healthcare Services

  • Miscellaneous

  • Electric Equipment

  • Retailing

  • Chemicals

  • Auto Ancillary

  • Bank - Private

  • Plastic Products

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Business Support

  • Finance - Investment

  • Footwear

  • Tea/Coffee

  • Defence

  • Electronics - Components

  • Telecommunication - Service Provider

  • Textile

  • Engineering

  • Diamond & Jewellery

  • Air Conditioners

  • Finance - Stock Broking

  • BPO/ITeS

  • Environmental Services

  • Animal Feed

  • Engineering - Construction

  • IT - Software

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • Cable

  • Steel & Iron Products

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Small Cap Fund

Scheme Analysis

Motilal Oswal Small Cap Fund is a Equity - Small cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 26-Dec-2023 and currently has an AUM of ₹4,166.58 crore. Motilal Oswal Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of Motilal Oswal Small Cap Fund ended up ₹0.3(2.51%)yesterday to ₹12.4225.

Among its top 3 holdings the fund has exposure to Collateralized Borrowing & Lending Obligation, and

The Motilal Oswal Small Cap Fund is managed by Ajay Khandelwal and Niket Shah.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161