Motilal Oswal Small Cap Fund - Growth - Regular Plan

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  • 0.07 %Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

  • 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 0.34 30.46 38.04 1.41 63,006.73
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 4.96 29.40 34.37 1.59 34,032.09
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -0.97 21.92 29.11 1.56 34,028.06
Quant Small Cap Fund -Growth Oct 16, 1996 -2.53 31.76 44.23 1.58 28,205.21
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 7.04 24.81 31.25 1.60 25,062.36

Fund Holdings as on 31-May-2025

  • Collateralized Borrowing & Lending Obligation

  • CCL Products (India) Limited

  • Styrenix Performance Materials Limited

  • Shaily Engineering Plastics Limited

  • Karur Vysya Bank Limited

  • Dr Agarwals Health Care Limited

  • V-Guard Industries Limited

  • Campus Activewear Limited

  • Triveni Turbine Limited

  • V-Mart Retail Limited

  • Rainbow Childrens Medicare Limited

  • V2 Retail Limited

  • Apar Industries Limited

  • VA Tech Wabag Limited

  • Gokaldas Exports Limited

  • Net Receivables / (Payables)

  • Cholamandalam Financial Holdings Limited

  • Indus Towers Limited

  • Vijaya Diagnostic Centre Limited

  • Sky Gold And Diamonds Limited

  • Chalet Hotels Limited

  • Pricol Limited

  • GE Vernova T&D India Limited

  • Transformers And Rectifiers (India) Limited

  • Multi Commodity Exchange of India Limited

  • eClerx Services Limited

  • Five Star Business Finance Limited

  • Pitti Engineering Limited

  • KEI Industries Limited

  • Bharat Electronics Limited

  • Varroc Engineering Limited

  • Hitachi Energy India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Aditya Birla Real Estate Limited

  • Sagility India Limited

  • Kaynes Technology India Limited

  • Rossari Biotech Limited

  • P N Gadgil Jewellers Limited

  • Godrej Agrovet Limited

  • Central Depository Services (India) Limited

  • KEC International Limited

  • Gufic Biosciences Limited

  • Aegis Vopak Terminals Limited

  • Mphasis Limited

  • Carraro India Limited

  • Premier Energies Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Inox Wind Limited

  • Inox Wind Limited June 2025 Future

  • Siemens Energy India Limited

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  • Miscellaneous

  • Electric Equipment

  • Hospital & Healthcare Services

  • Retailing

  • Chemicals

  • Auto Ancillary

  • Tea/Coffee

  • Plastic Products

  • Bank - Private

  • Footwear

  • Finance - NBFC

  • Engineering - Industrial Equipments

  • Environmental Services

  • Textile

  • Electronics - Components

  • Finance - Investment

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

  • BPO/ITeS

  • Engineering

  • Defence

  • Cable

  • Diversified

  • Business Support

  • Animal Feed

  • Depository Services

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • IT - Software

  • Unspecified

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Fund Manager

  • Cash

  • Derivatives

  • 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 ₹4,927.18 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 ₹0.01(0.07%)yesterday to ₹14.1347.

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