Motilal Oswal Small Cap Fund Regular Growth
- Small-Cap
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹7,179.39 Cr
Expense Ratio
1.97%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
26 Dec 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.29% | -- |
| 3 Months | +16.11% | -- |
| 6 Months | +29.29% | -- |
| 1 Year | +15.11% | +15.11% |
| 2 Years | -- | +15.87% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +64.63% | +21.43% |
Holdings as on 22 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Triparty Repo | 335.70 | 4.68 |
| Rubicon Research | 316.76 | 4.41 |
| VA Tech Wabag | 307.66 | 4.29 |
| Aditya Infotech | 278.77 | 3.88 |
| CCL Products (India) | 261.61 | 3.64 |
| Karur Vysya Bank | 247.72 | 3.45 |
| Vijaya Diagnostic Centre | 218.10 | 3.04 |
| Dr. Agarwal's Health Care | 212.25 | 2.96 |
| Shaily Engineering Plastics | 188.14 | 2.62 |
| Syrma SGS Technology | 178.13 | 2.48 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Small Cap Fund Regular Growth | +5.12% | +16.76% | +17.03% |
| Aditya Birla Sun Life Small Cap Fund Growth | +9.03% | +15.88% | +13% |
| Tata Small Cap Fund Regular Growth | -8.32% | +11.78% | +14.32% |
| ICICI Prudential Smallcap Fund Growth | -0.83% | +11.8% | +13.69% |
| Motilal Oswal Small Cap Fund Regular Growth | +15.11% | -- | -- |
Results are calculated on CAGR basis
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 7179.39 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 1.97%. 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 High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Triparty Repo, Rubicon Research, VA Tech Wabag, Aditya Infotech.
The major sectors where the fund is invested are Healthcare Facilities, Electronic Instr. & Controls, Auto & Truck Parts, Regional Banks.
Some of the similar funds are Edelweiss Small Cap Fund Regular Growth, Aditya Birla Sun Life Small Cap Fund Growth, Tata Small Cap Fund Regular Growth, ICICI Prudential Smallcap Fund Growth, Motilal Oswal 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
According to the morning star rating Motilal Oswal Small Cap Fund Regular Growth has a High risk & Exceptional return.
Motilal Oswal Small Cap Fund Regular Growth is managed by Varun Sharma,Swapnil Mayekar,Ajay Khandelwal,Rakesh Shetty,Bhalchandra Shinde.
The expense ratio of Motilal Oswal Small Cap Fund Regular Growth is 1.97%.
The 5 year annualized return on Motilal Oswal Small Cap Fund Regular Growth is 0.00% & it has generated 15.11% 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 7179.39 crores.
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