Motilal Oswal Small Cap Fund - Growth - Direct Plan

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  • 0.86 %Nav, as on 07-03-2025

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  • Net Change on 07-03-2025

  • 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.)
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 0.20 22.05 27.87 0.77 28,119.87
Quant Small Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -4.30 24.56 42.68 0.68 22,832.42
Axis Small Cap Fund - Direct Plan - Growth Nov 29, 2013 7.76 19.09 24.29 0.56 20,954.45
HSBC Small Cap Fund - Direct Growth May 12, 2014 1.30 20.83 28.25 0.67 13,334.31
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 0.44 23.32 26.62 0.94 11,257.08

Fund Holdings as on 28-February-2025

  • Dr Agarwals Health Care Limited

  • Karur Vysya Bank Limited

  • Styrenix Performance Materials Limited

  • Vijaya Diagnostic Centre Limited

  • V-Guard Industries Limited

  • Shaily Engineering Plastics Limited

  • Campus Activewear Limited

  • Pricol Limited

  • Cholamandalam Financial Holdings Limited

  • CCL Products (India) Limited

  • Chalet Hotels Limited

  • Rainbow Childrens Medicare Limited

  • V-Mart Retail Limited

  • Collateralized Borrowing & Lending Obligation

  • Gokaldas Exports Limited

  • Net Receivables / (Payables)

  • Indus Towers Limited

  • Five Star Business Finance Limited

  • V2 Retail Limited

  • Sky Gold Limited

  • P N Gadgil Jewellers Limited

  • Pitti Engineering Limited

  • Blue Star Limited

  • Triveni Turbine Limited

  • eClerx Services Limited

  • Sagility India Limited

  • Multi Commodity Exchange of India Limited

  • Varroc Engineering Limited

  • Bharat Electronics Limited

  • Rossari Biotech Limited

  • GE Vernova T&D India Limited

  • Transformers And Rectifiers (India) Limited

  • Godrej Agrovet Limited

  • Trent Limited

  • VA Tech Wabag Limited

  • Kaynes Technology India Limited

  • Apar Industries Limited

  • KEC International Limited

  • Zomato Limited

  • Gufic Biosciences Limited

  • Dixon Technologies (India) Limited

  • International Gemmological Institute India Ltd

  • Mphasis Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Praj Industries Limited

  • Angel One Limited

  • Premier Energies Limited

  • Carraro India Limited

  • Zen Technologies Limited

  • Electrosteel Castings Limited

  • Inox Wind Limited

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  • Hospital & Healthcare Services

  • Retailing

  • Electric Equipment

  • Auto Ancillary

  • Chemicals

  • Miscellaneous

  • Bank - Private

  • Plastic Products

  • Business Support

  • Engineering - Industrial Equipments

  • Footwear

  • Finance - Stock Broking

  • Finance - Investment

  • Tea/Coffee

  • Hotel, Resort & Restaurants

  • Defence

  • Textile

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Electronics - Components

  • Diamond & Jewellery

  • Engineering

  • Air Conditioners

  • BPO/ITeS

  • Animal Feed

  • Environmental Services

  • Engineering - Construction

  • e-Commerce

  • Consumer Durables - Electronics

  • Pharmaceuticals & Drugs

  • IT - Software

  • Fertilizers

  • Castings/Forgings

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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 ₹3,716.36 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 ₹0.11(0.86%)yesterday to ₹12.4632.

Among its top 3 holdings the fund has exposure to Dr Agarwals Health Care Limited, 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