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Business News/Market/Market Stats/    Motilal Oswal Small Cap Fund Regular Growth

Motilal Oswal Small Cap Fund Regular Growth

+
  • Equity
  • Small-Cap
  • Rating N.A.
  • Plan
10.81 +0.01 (0.13%) NAV as on 19 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1524.46
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio2.07%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2023-12-26

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 22 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Collateralized Borrowing & Lending Obligation
  • 141.06
  • 9.25%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The Motilal Oswal Small Cap Fund Regular Growth has an AUM of 1524.46 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.07%. The minimum investment in Motilal Oswal Small Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are - & - respectively.

 

The top holdings of the fund include Collateralized Borrowing & Lending Obligation, Triveni Turbines, V-Guard Industries & Karur Vysya Bank.

 

The major sectors where the fund is invested are Misc. Capital Goods, Electronic Instr. & Controls, Investment Services & Healthcare Facilities.

 

Some of the similar funds are Sundaram Small Cap Fund - Regular Plan - Growth Option, ITI Small Cap Fund Regular Growth, Motilal Oswal Small Cap Fund Regular Growth, PGIM India Small Cap Fund Regular Growth, Baroda BNP Paribas Small Cap Fund Regular Growth. Motilal Oswal Small Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Motilal Oswal Small Cap Fund Regular Growth

According to the morning star rating Motilal Oswal Small Cap Fund Regular Growth has a & return.
Motilal Oswal Small Cap Fund Regular Growth is managed by Ajay Khandelwal,Niket Shah,Ankush Sood,Rakesh Shetty.
The expense ratio of Motilal Oswal Small Cap Fund Regular Growth is 2.07%.
The 5 year annualized return on Motilal Oswal Small Cap Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in Motilal Oswal Small Cap Fund Regular Growth is 500 Rs.
Motilal Oswal Small Cap Fund Regular Growth has an AUM of 1524.46 crores.
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