Motilal Oswal Small Cap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.3 %Nav, as on 12-08-2025

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  • Net Change on 12-08-2025

  • 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 -4.88 23.94 33.75 1.40 65,922
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -5.01 15.40 25.50 1.57 35,562.96
Quant Small Cap Fund -Growth Oct 16, 1996 -8.87 24.89 35.22 1.59 29,462.70
Kotak-Small Cap Fund - Growth Feb 24, 2005 Unrated -5.72 16.09 28.69 1.64 17,902.58
HSBC Small Cap Fund - Regular Growth May 12, 2014 -6.28 20.02 31.15 1.67 16,535.82

Fund Holdings as on 31-July-2025

  • Collateralized Borrowing & Lending Obligation

  • Dr Agarwals Health Care Limited

  • Karur Vysya Bank Limited

  • CCL Products (India) Limited

  • VA Tech Wabag Limited

  • Campus Activewear Limited

  • Styrenix Performance Materials Limited

  • Rainbow Childrens Medicare Limited

  • Shaily Engineering Plastics Limited

  • Apar Industries Limited

  • Vijaya Diagnostic Centre Limited

  • Net Receivables / (Payables)

  • V-Mart Retail Limited

  • Transformers And Rectifiers (India) Limited

  • Multi Commodity Exchange of India Limited

  • V2 Retail Limited

  • Triveni Turbine Limited

  • Indus Towers Limited

  • Siemens Energy India Limited

  • eClerx Services Limited

  • V-Guard Industries Limited

  • Five Star Business Finance Limited

  • Gokaldas Exports Limited

  • Pricol Limited

  • Pitti Engineering Limited

  • Suzlon Energy Limited

  • KEI Industries Limited

  • Glenmark Pharmaceuticals Limited

  • Bharat Dynamics Limited

  • Cholamandalam Financial Holdings Limited

  • Varroc Engineering Limited

  • JM Financial Limited

  • Sky Gold And Diamonds Limited

  • Aditya Birla Real Estate Limited

  • Premier Energies Limited

  • Chalet Hotels Limited

  • Gabriel India Limited

  • GE Vernova T&D India Limited

  • Rossari Biotech Limited

  • KEC International Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Sagility India Limited

  • Kaynes Technology India Limited

  • P N Gadgil Jewellers Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Godrej Agrovet Limited

  • Carraro India Limited

  • Gufic Biosciences Limited

  • Central Depository Services (India) Limited

  • Aegis Vopak Terminals Limited

  • Hitachi Energy India Limited

  • Inox Wind Limited

  • Inox Wind Limited

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  • Electric Equipment

  • Miscellaneous

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Retailing

  • Chemicals

  • Bank - Private

  • Tea/Coffee

  • Finance - Investment

  • Finance - NBFC

  • Environmental Services

  • Pharmaceuticals & Drugs

  • Footwear

  • Electronics - Components

  • Plastic Products

  • Finance - Stock Broking

  • Engineering - Industrial Equipments

  • Telecommunication - Service Provider

  • BPO/ITeS

  • Textile

  • Engineering

  • Cable

  • Defence

  • Diamond & Jewellery

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Engineering - Construction

  • Business Support

  • Animal Feed

  • Depository Services

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹5,294.30 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 ₹0.04(0.3%)yesterday to ₹13.5663.

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