Motilal Oswal Small Cap Fund - IDCW - Regular Plan

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  • 0.04 %Nav, as on 05-01-2026

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  • Net Change on 05-01-2026

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  • Assets (Cr.)

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Fund Overview IDCW | 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 - IDCW Option Sep 16, 2010 -5.05 21.66 26.58 1.39 68,571.85
HDFC Small Cap Fund - IDCW Option Apr 03, 2008 -1.12 20.51 24.19 1.54 38,020.31
SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Sep 09, 2009 -5.86 14.24 18.05 1.57 36,272
quant Small Cap Fund - IDCW Option - Regular Plan Oct 16, 1996 -3.55 20.29 28.52 1.59 30,169.71
Axis Small Cap Fund - Regular Plan - IDCW Nov 29, 2013 -1.97 18.58 21.32 1.59 26,769.08

Fund Holdings as on 31-December-2025

  • Collateralized Borrowing & Lending Obligation

  • Dr Agarwals Health Care Limited

  • Karur Vysya Bank Limited

  • CCL Products (India) Limited

  • Campus Activewear Limited

  • V2 Retail Limited

  • Multi Commodity Exchange of India Limited

  • Rubicon Research Limited

  • VA Tech Wabag Limited

  • Pricol Limited

  • Shaily Engineering Plastics Limited

  • Vijaya Diagnostic Centre Limited

  • Asahi India Glass Limited

  • V-Mart Retail Limited

  • eClerx Services Limited

  • Five Star Business Finance Limited

  • JM Financial Limited

  • Apar Industries Limited

  • Sky Gold And Diamonds Limited

  • Bharat Dynamics Limited

  • Rainbow Childrens Medicare Limited

  • Styrenix Performance Materials Limited

  • KEI Industries Limited

  • Aditya Vision Ltd

  • Varroc Engineering Limited

  • Gabriel India Limited

  • Aegis Vopak Terminals Limited

  • City Union Bank Limited

  • Thirumalai Chemicals Limited

  • Chalet Hotels Limited

  • GE Vernova T&D India Limited

  • Cholamandalam Financial Holdings Limited

  • PG Electroplast Limited

  • Sonata Software Limited

  • Central Depository Services (India) Limited

  • Gokaldas Exports Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • DCB Bank Limited

  • Aditya Birla Real Estate Limited

  • KEC International Limited

  • Birlasoft Limited

  • Triveni Turbine Limited

  • Syrma SGS Technology Limited

  • Premier Energies Limited

  • Wework India Management Limited

  • Transformers And Rectifiers (India) Limited

  • P N Gadgil Jewellers Limited

  • Sagility Limited

  • Rossari Biotech Limited

  • Jain Resource Recycling Limited

  • MTAR Technologies Limited

  • Net Receivables / (Payables)

  • 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

  • Environmental Services

  • Glass

  • IT - Software

  • BPO/ITeS

  • Defence

  • Diamond & Jewellery

  • Cable

  • Textile

  • Depository Services

  • Trading

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Electronics - Components

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Business Support

  • Metal - Non Ferrous

  • Engineering

  • Automobile Two & Three Wheelers

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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 ₹5,837.46 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(0.04%)yesterday to ₹14.0009.

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