Motilal Oswal Small Cap Fund - Growth - Regular Plan

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  • Net Change on 17-05-2024

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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 (₹)

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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 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 58.68 34.76 32.64 1.47 50,422.78
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 43.53 29.45 24.81 1.60 29,685.32
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 39.30 24.17 26.77 1.60 27,759.65
Quant Small Cap Fund -Growth Oct 16, 1996 65.78 33.86 41.48 1.64 20,164.09
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 38.50 24.72 27.68 1.63 20,136.63

Fund Holdings as on 30-April-2024

  • Collateralized Borrowing & Lending Obligation

  • Triveni Turbine Limited

  • Karur Vysya Bank Limited

  • V-Guard Industries Limited

  • Blue Star Limited

  • Bharat Electronics Limited

  • Vijaya Diagnostic Centre Limited

  • Rainbow Childrens Medicare Limited

  • Pricol Limited

  • V-Mart Retail Limited

  • Apar Industries Limited

  • Prestige Estates Projects Limited

  • Equitas Small Finance Bank Limited

  • Cyient Dlm Ltd

  • CCL Products (India) Limited

  • Inox Wind Limited

  • Chalet Hotels Limited

  • Voltas Limited

  • Star Health And Allied Insurance Company Limited

  • Indus Towers Limited

  • Zomato Limited

  • Praj Industries Limited

  • Rossari Biotech Limited

  • Varroc Engineering Limited

  • NTPC Limited

  • Cholamandalam Financial Holdings Limited

  • VA Tech Wabag Limited

  • Gufic Biosciences Limited

  • Welspun Corp Limited

  • eClerx Services Limited

  • Angel One Limited

  • Electrosteel Castings Limited

  • Multi Commodity Exchange of India Limited

  • Bharat Heavy Electricals Limited

  • Infosys Limited

  • AXISCADES Technologies Limited

  • Net Receivables / (Payables)

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  • Electric Equipment

  • Engineering - Industrial Equipments

  • Miscellaneous

  • Hospital & Healthcare Services

  • Bank - Private

  • Air Conditioners

  • Auto Ancillary

  • Finance - Stock Broking

  • Retailing

  • Construction - Real Estate

  • Tea/Coffee

  • Hotel, Resort & Restaurants

  • IT - Software

  • Insurance

  • Telecommunication - Service Provider

  • e-Commerce

  • Chemicals

  • Power Generation/Distribution

  • Finance - Investment

  • Environmental Services

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • BPO/ITeS

  • 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 ₹1,699.24 crore. Motilal Oswal Small Cap Fund is benchmarked against Nifty Smallcap 250 - TRI as primary index.

The NAV of Motilal Oswal Small Cap Fund ended up ₹0.08(0.68%)yesterday to ₹11.3646.

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

022-39804238
022-22816161