Motilal Oswal Small Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.48 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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.)
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 14.48 22.03 31.25 1.43 61,973.76
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 8.86 18.95 26.05 1.57 33,893.14
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 13.78 15.10 23.85 1.57 33,496.05
Quant Small Cap Fund -Growth Oct 16, 1996 9.46 20.83 41.88 1.60 26,670.21
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 14.11 16.43 24.02 1.60 24,758.17

Fund Holdings as on 31-December-2024

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

  • Styrenix Performance Materials Limited

  • Vijaya Diagnostic Centre Limited

  • V-Guard Industries Limited

  • Karur Vysya Bank Limited

  • Shaily Engineering Plastics Limited

  • Gokaldas Exports Limited

  • Pricol Limited

  • CCL Products (India) Limited

  • Apar Industries Limited

  • V-Mart Retail Limited

  • Triveni Turbine Limited

  • KEC International Limited

  • Chalet Hotels Limited

  • Campus Activewear Limited

  • Rainbow Childrens Medicare Limited

  • GE Vernova T&D India Limited

  • V2 Retail Limited

  • Transformers And Rectifiers (India) Limited

  • Sky Gold Limited

  • Premier Energies Limited

  • Zen Technologies Limited

  • Pitti Engineering Limited

  • eClerx Services Limited

  • Multi Commodity Exchange of India Limited

  • P N Gadgil Jewellers Limited

  • Sagility India Limited

  • Rossari Biotech Limited

  • Blue Star Limited

  • Praj Industries Limited

  • Bharat Electronics Limited

  • Trent Limited

  • Five Star Business Finance Limited

  • Zomato Limited

  • Voltas Limited

  • Cholamandalam Financial Holdings Limited

  • Carraro India Limited

  • Godrej Agrovet Limited

  • Inox Wind Limited

  • International Gemmological Institute India Pvt Ltd

  • Varroc Engineering Limited

  • Mphasis Limited

  • Gufic Biosciences Limited

  • Electrosteel Castings Limited

  • Cyient Dlm Ltd

  • Hyundai Motor India Ltd

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  • Miscellaneous

  • Electric Equipment

  • Retailing

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Chemicals

  • Engineering - Industrial Equipments

  • Air Conditioners

  • IT - Software

  • Business Support

  • Bank - Private

  • Plastic Products

  • Textile

  • Tea/Coffee

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Footwear

  • Diamond & Jewellery

  • Electronics - Components

  • Engineering

  • BPO/ITeS

  • Finance - Stock Broking

  • Defence

  • Finance - NBFC

  • e-Commerce

  • Finance - Investment

  • Animal Feed

  • Pharmaceuticals & Drugs

  • Castings/Forgings

  • Automobiles - Passenger Cars

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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 ₹4,084.27 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 ₹0.06(0.48%)yesterday to ₹13.4437.

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