Motilal Oswal Small Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.03 %Nav, as on 25-02-2025

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  • Net Change on 25-02-2025

  • 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 0.07 21.78 28.42 1.45 57,009.70
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -3.32 19.68 24.71 1.59 31,230.11
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -1.02 14.88 21.31 1.59 31,227.19
Quant Small Cap Fund -Growth Oct 16, 1996 -9.04 21.79 38.26 1.63 25,183.45
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 2.04 16.27 21.31 1.61 23,139.08

Fund Holdings as on 31-January-2025

  • Net Receivables / (Payables)

  • Karur Vysya Bank Limited

  • Vijaya Diagnostic Centre Limited

  • Styrenix Performance Materials Limited

  • V-Guard Industries Limited

  • Pricol Limited

  • Shaily Engineering Plastics Limited

  • Rainbow Childrens Medicare Limited

  • Gokaldas Exports Limited

  • CCL Products (India) Limited

  • Campus Activewear Limited

  • Chalet Hotels Limited

  • V2 Retail Limited

  • Triveni Turbine Limited

  • Indus Towers Limited

  • V-Mart Retail Limited

  • Cholamandalam Financial Holdings Limited

  • Five Star Business Finance Limited

  • Pitti Engineering Limited

  • Sky Gold Limited

  • GE Vernova T&D India Limited

  • Varroc Engineering Limited

  • Sagility India Limited

  • Bharat Electronics Limited

  • eClerx Services Limited

  • Multi Commodity Exchange of India Limited

  • Rossari Biotech Limited

  • P N Gadgil Jewellers Limited

  • Blue Star Limited

  • Carraro India Limited

  • Transformers And Rectifiers (India) Limited

  • Apar Industries Limited

  • Gufic Biosciences Limited

  • Trent Limited

  • Premier Energies Limited

  • Godrej Agrovet Limited

  • KEC International Limited

  • Zen Technologies Limited

  • Mphasis Limited

  • International Gemmological Institute India Pvt Ltd

  • Praj Industries Limited

  • Dixon Technologies (India) Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Zomato Limited

  • Dr Agarwals Health Care Limited

  • Electrosteel Castings Limited

  • Inox Wind Limited

  • Cyient Dlm Ltd

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  • Miscellaneous

  • Electric Equipment

  • Retailing

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Chemicals

  • Bank - Private

  • Engineering - Industrial Equipments

  • Business Support

  • Defence

  • Plastic Products

  • Textile

  • Tea/Coffee

  • Footwear

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Finance - Investment

  • Finance - NBFC

  • Engineering

  • Diamond & Jewellery

  • BPO/ITeS

  • Finance - Stock Broking

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Electronics - Components

  • Engineering - Construction

  • Animal Feed

  • IT - Software

  • Consumer Durables - Electronics

  • Fertilizers

  • e-Commerce

  • 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 ₹4,061.82 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(0.03%)yesterday to ₹12.1299.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), 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