Motilal Oswal Small Cap Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.47%)Nav, as on 18-09-2024

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  • Net Change on 18-09-2024

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  • 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 47.25 30.63 37.84 1.42 60,999.55
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 35.28 24.72 30.13 1.57 33,893.79
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 37.64 23.52 30.47 1.56 33,068.53
Quant Small Cap Fund -Growth Oct 16, 1996 53.65 30.91 48.67 1.60 25,534.99
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 39.80 22.91 30.17 1.61 23,771.71

Fund Holdings as on 31-August-2024

  • Collateralized Borrowing & Lending Obligation

  • V-Guard Industries Limited

  • Vijaya Diagnostic Centre Limited

  • VA Tech Wabag Limited

  • Triveni Turbine Limited

  • Shaily Engineering Plastics Limited

  • Pricol Limited

  • CCL Products (India) Limited

  • Karur Vysya Bank Limited

  • Styrenix Performance Materials Limited

  • V-Mart Retail Limited

  • Apar Industries Limited

  • Rossari Biotech Limited

  • Praj Industries Limited

  • Net Receivables / (Payables)

  • Rainbow Childrens Medicare Limited

  • Cholamandalam Financial Holdings Limited

  • Zomato Limited

  • Mphasis Limited

  • Voltas Limited

  • Infosys Limited

  • Multi Commodity Exchange of India Limited

  • Inox Wind Limited

  • V2 Retail Limited

  • Blue Star Limited

  • Varroc Engineering Limited

  • eClerx Services Limited

  • Cyient Dlm Ltd

  • Pitti Engineering Limited

  • Bharat Electronics Limited

  • Chalet Hotels Limited

  • Equitas Small Finance Bank Limited

  • Electrosteel Castings Limited

  • Godrej Agrovet Limited

  • Gufic Biosciences Limited

  • Prestige Estates Projects Limited

  • Zen Technologies Limited

  • Transformers And Rectifiers (India) Limited

  • TCI Express Limited

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  • Electric Equipment

  • Miscellaneous

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Chemicals

  • IT - Software

  • Auto Ancillary

  • Retailing

  • Bank - Private

  • Air Conditioners

  • Environmental Services

  • Plastic Products

  • Tea/Coffee

  • Finance - Investment

  • e-Commerce

  • Finance - Stock Broking

  • BPO/ITeS

  • Engineering

  • Hotel, Resort & Restaurants

  • Castings/Forgings

  • Animal Feed

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Logistics

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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 ₹2,363.14 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 down ₹-0.06(-0.47%)yesterday to ₹13.6943.

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