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  • Motilal Oswal Small Cap Fund - Regular - Growth
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Motilal Oswal Small Cap Fund - Regular - Growth

Category: Equity: Small Cap

Launch Date: 01-12-2023

Riskometer: Very High

NAV as on 05-12-2025

₹ 13.96

₹ -0.14 ( -0.9707%)

CAGR Since Inception

18.28%

NIFTY Smallcap 250 TRI 15.87%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Investment Objective

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.

Benchmark

NIFTY Smallcap 250 TRI

Expense Ratio

1.82% As on (31-10-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

5,829.87 Cr As on (31-10-2025)

PERFORMANCE of Motilal Oswal Small Cap Fund - Regular - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 05-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Small Cap Fund - Regular - Growth -4.75 - - - 18.28
NIFTY SMALLCAP 250 TRI -8.08 20.02 24.46 15.08 15.87
Equity: Small Cap -6.74 17.77 23.96 16.61 15.64
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Small Cap Fund - Regular - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Small Cap Fund - Regular - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Small Cap Fund - Regular - Growth - - - - - -
Equity: Small Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal Small Cap Reg Gr 0.0
TRUSTMF SMALL CAP FUND REG GR 0.0
Quantum Small Cap Fund Reg Gr 0.0
PGIM India Small Cap Fund Reg Gr 0.0
Sundaram Small Cap Reg Gr 23.73
HDFC Small Cap Reg Gr 25.82
Invesco India Small Cap Reg Gr 27.02
Bandhan Small Cap Reg Gr 27.06
Axis Small Cap Reg Gr 22.38
ICICI Pru Small Cap Gr 23.16
Asset Allocation
Sectors
Sector Holdings (%)
Capital Goods 17.56
Financial Services 15.17
Healthcare 12.4
Automobile and Auto Components 8.45
Consumer Services 7.71
Consumer Durables 7.27
Chemicals 6.37
Services 3.52
Fast Moving Consumer Goods 3.38
Utilities 2.63
Portfolio Holdings
Company Holdings (%)
Collateralized Borrowing & Lending Obligation 5.24
Dr Agarwals Health Care Ltd. 4.08
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- 3.81
CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- 3.38
CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/- 3.0
MCX INDIA LIMITED EQ NEW RS. 10/- 2.77
Shaily Engineering Plastics Limited 2.65
VA TECH WABAG LIMITED EQ NEW RS. 2/- 2.63
V-MART RETAIL LIMITED EQ 2.54
RAINBOW CHILDRENS MEDICARE LIMITED EQ 2.51
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