Motilal Oswal Small Cap Fund Regular Growth

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Equity
Small-Cap
Rating N.A.
Plan

13.39 -0.04 (-0.27%) NAV as on 14 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)5837.46
CAGR -3.23%
Exit Load1.00%
Expense ratio1.82%
CategoryEquity
Min Investment500
Min SIP500
Launch Date2023-12-26

Asset Allocation

Holdings As On - 18 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Trp_010126
263.31
4.51%

Karur Vysya Bank
239.28
4.10%

CCL Products (India)
238.05
4.08%

Campus Activewear
179.80
3.08%

V2 Retail
175.58
3.01%

VA Tech Wabag
152.05
2.60%

Pricol
149.43
2.56%

Peer Comparison

Fund Name
Invesco India Smallcap Fund Regular Growth2.28%
Edelweiss Small Cap Fund Regular Growth1.75%
ICICI Prudential Smallcap Fund Growth1.9%
Aditya Birla Sun Life Small Cap Fund Growth2.08%
Motilal Oswal Small Cap Fund Regular Growth-3.23%

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 5837.46 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 1.82%. 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 & - respectively.

The top holdings of the fund include Trp_010126, Dr. Agarwal's Health Care, Karur Vysya Bank & CCL Products (India).

The major sectors where the fund is invested are Healthcare Facilities, Electronic Instr. & Controls, Regional Banks & Auto & Truck Parts.

Some of the similar funds are Invesco India Smallcap Fund Regular Growth, Edelweiss Small Cap Fund Regular Growth, ICICI Prudential Smallcap Fund Growth, Aditya Birla Sun Life Small Cap 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%.