Motilal Oswal Small Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.97 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

  • 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 -8.81 20.09 27.89 1.39 68,571.85
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -8.80 12.69 19.14 1.57 36,272
Quant Small Cap Fund -Growth Oct 16, 1996 -6.85 19.90 29.52 1.59 30,169.71
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 -4.47 17.28 22.49 1.59 26,769.08
Bandhan Small Cap Fund - Regular Plan - Growth Feb 25, 2020 -4.80 28.64 26.65 1.63 18,173.85

Fund Holdings as on 30-November-2025

  • Dr Agarwals Health Care Limited

  • CCL Products (India) Limited

  • Karur Vysya Bank Limited

  • Campus Activewear Limited

  • Shaily Engineering Plastics Limited

  • V2 Retail Limited

  • Rubicon Research Limited

  • Multi Commodity Exchange of India Limited

  • VA Tech Wabag Limited

  • Rainbow Childrens Medicare Limited

  • Pricol Limited

  • Collateralized Borrowing & Lending Obligation

  • V-Mart Retail Limited

  • Asahi India Glass Limited

  • Vijaya Diagnostic Centre Limited

  • Apar Industries Limited

  • Five Star Business Finance Limited

  • eClerx Services Limited

  • Siemens Energy India Limited

  • Styrenix Performance Materials Limited

  • Varroc Engineering Limited

  • JM Financial Limited

  • Bharat Dynamics Limited

  • Sky Gold And Diamonds Limited

  • Gokaldas Exports Limited

  • KEI Industries Limited

  • Aegis Vopak Terminals Limited

  • Aditya Vision Ltd

  • Thirumalai Chemicals Limited

  • Central Depository Services (India) Limited

  • Cholamandalam Financial Holdings Limited

  • GE Vernova T&D India Limited

  • Gabriel India Limited

  • City Union Bank Limited

  • Chalet Hotels Limited

  • Aditya Birla Real Estate Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • PG Electroplast Limited

  • Premier Energies Limited

  • Syrma SGS Technology Limited

  • Sonata Software Limited

  • Triveni Turbine Limited

  • KEC International Limited

  • DCB Bank Limited

  • Net Receivables / (Payables)

  • Birlasoft Limited

  • Wework India Management Limited

  • P N Gadgil Jewellers Limited

  • Transformers And Rectifiers (India) Limited

  • Sagility Limited

  • Rossari Biotech Limited

  • Jain Resource Recycling Limited

  • MTAR Technologies Limited

  • Ola Electric Mobility Ltd

  • Aditya Infotech Limited

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  • Hospital & Healthcare Services

  • Retailing

  • Electric Equipment

  • Bank - Private

  • Auto Ancillary

  • Chemicals

  • Miscellaneous

  • Tea/Coffee

  • Finance - NBFC

  • Finance - Investment

  • Footwear

  • Plastic Products

  • Finance - Stock Broking

  • Electronics - Components

  • Environmental Services

  • Glass

  • IT - Software

  • BPO/ITeS

  • Defence

  • Diamond & Jewellery

  • Cable

  • Textile

  • Depository Services

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Business Support

  • Metal - Non Ferrous

  • Engineering

  • Automobile Two & Three Wheelers

  • Trading

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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 ₹5,861.86 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 ₹0.13(0.97%)yesterday to ₹13.8683.

Among its top 3 holdings the fund has exposure to Dr Agarwals Health Care Limited, 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