Motilal Oswal Small Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.16 %Nav, as on 14-07-2025

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  • Net Change on 14-07-2025

  • 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 -1.26 29.12 37.57 1.40 66,601.80
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -2.03 21.05 28.76 1.57 35,696.19
Quant Small Cap Fund -Growth Oct 16, 1996 -4.28 30.47 43.16 1.58 29,629.09
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 5.98 23.94 30.43 1.59 26,379.20
Kotak-Small Cap Fund - Growth Feb 24, 2005 Unrated -1.69 20.97 32.52 1.65 18,031.02

Fund Holdings as on 30-June-2025

  • Collateralized Borrowing & Lending Obligation

  • Karur Vysya Bank Limited

  • CCL Products (India) Limited

  • Dr Agarwals Health Care Limited

  • Styrenix Performance Materials Limited

  • Campus Activewear Limited

  • Rainbow Childrens Medicare Limited

  • Net Receivables / (Payables)

  • Shaily Engineering Plastics Limited

  • Triveni Turbine Limited

  • Apar Industries Limited

  • V-Guard Industries Limited

  • Cholamandalam Financial Holdings Limited

  • V-Mart Retail Limited

  • VA Tech Wabag Limited

  • Indus Towers Limited

  • Multi Commodity Exchange of India Limited

  • V2 Retail Limited

  • Five Star Business Finance Limited

  • Vijaya Diagnostic Centre Limited

  • Chalet Hotels Limited

  • Suzlon Energy Limited

  • Transformers And Rectifiers (India) Limited

  • Gokaldas Exports Limited

  • Pricol Limited

  • eClerx Services Limited

  • Pitti Engineering Limited

  • Aditya Birla Real Estate Limited

  • Bharat Electronics Limited

  • Varroc Engineering Limited

  • Sky Gold And Diamonds Limited

  • KEI Industries Limited

  • Siemens Energy India Limited

  • Hitachi Energy India Limited

  • GE Vernova T&D India Limited

  • Premier Energies Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • JM Financial Limited

  • KEC International Limited

  • Kaynes Technology India Limited

  • Rossari Biotech Limited

  • P N Gadgil Jewellers Limited

  • Godrej Agrovet Limited

  • Sagility India Limited

  • Central Depository Services (India) Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Aegis Vopak Terminals Limited

  • Gufic Biosciences Limited

  • Carraro India Limited

  • Inox Wind Limited

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  • Electric Equipment

  • Miscellaneous

  • Hospital & Healthcare Services

  • Retailing

  • Chemicals

  • Auto Ancillary

  • Finance - Investment

  • Bank - Private

  • Tea/Coffee

  • Finance - NBFC

  • Footwear

  • Electronics - Components

  • Plastic Products

  • Engineering - Industrial Equipments

  • Environmental Services

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Textile

  • Engineering

  • BPO/ITeS

  • Construction - Real Estate

  • Defence

  • Diamond & Jewellery

  • Cable

  • Engineering - Construction

  • Animal Feed

  • Depository Services

  • Business Support

  • Pharmaceuticals & Drugs

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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 ₹5,228.65 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 ₹0.02(0.16%)yesterday to ₹14.1434.

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