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Home Mf Research Motilal Oswal Small Cap Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Small Cap Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Small Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,024.93 +2.49%
Two Week 2026-10-19 ₹1,000.00 ₹975.40 -2.46%
One Month 2026-10-05 ₹1,000.00 ₹965.07 -3.49%
Three Months 2026-08-04 ₹3,000.00 ₹2,856.85 -4.77%
Six Months 2026-05-06 ₹6,000.00 ₹5,986.22 -0.23%
One Year 2025-11-03 ₹12,000.00 ₹13,155.86 +9.63%
Since Inception 2023-12-26 ₹35,000.00 ₹42,441.10 +21.26%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Consumer Durables 9.27%
Industrial Manufacturing 8.73%
Retailing 8.67%
Other 8.09%
Auto Components 7.61%
Healthcare Services 7.42%
Banks 6.63%
Pharmaceuticals & Biotechnology 6.08%
Finance 4.81%
Electrical Equipment 4.46%
Capital Markets 4.33%
Other Utilities 3.82%
Agricultural Food & Other Products 3.49%
Commercial Services & Supplies 2.82%
Chemicals & Petrochemicals 2.43%
Leisure Services 1.92%
IT - Software 1.91%
Oil 1.84%
Textiles & Apparels 1.74%
Transport Services 1.18%
Realty 1.01%
Financial Technology (Fintech) 0.93%
Industrial Products 0.81%

Top Holdings

Company-wise portfolio exposure

Rubicon Research Limited 3.84%
VA Tech Wabag Limited 3.82%
CCL Products (India) Limited 3.49%
Aditya Infotech Limited 3.38%
Karur Vysya Bank Limited 3.02%
Dr Agarwals Health Care Limited 2.92%
Sky Gold And Diamonds Limited 2.57%
Syrma SGS Technology Ltd 2.52%
Rainbow Childrens Medicare Limited 2.36%
Campus Activewear Limited 2.20%
Vijaya Diagnostic Centre Limited 2.14%
V-Mart Retail Limited 2.14%
Five Star Business Finance Limited 2.10%
Pricol Limited 2.10%
Varroc Engineering Limited 2.07%
Asahi India Glass Limited 2.04%
Shaily Engineering Plastics Limited 1.88%
Aegis Vopak Terminals Limited 1.84%
V2 Retail Limited 1.80%
Aditya Vision Ltd 1.76%
Multi Commodity Exchange of India Limited 1.72%
JM Financial Limited 1.72%
MTAR Technologies Limited 1.71%
DCB Bank Limited 1.71%
Meesho Ltd 1.69%
eClerx Services Limited 1.69%
Apar Industries Limited 1.65%
Chalet Hotels Limited 1.51%
Dixon Technologies (India) Limited 1.49%
Central Depository Services (India) Limited 1.42%
Gabriel India Limited 1.40%
Symbiotec Pharmalab Limited 1.32%
Gokaldas Exports Limited 1.30%
City Union Bank Limited 1.28%
Eternal Limited 1.28%
Deepak Fertilizers and Petrochemicals Corporation Limited 1.27%
Lohia Corp Limited 1.19%
BSE Limited 1.19%
Shadowfax Technologies Limited 1.18%
PG Electroplast Limited 1.13%
Schneider Electric Infrastructure Limited 1.10%
Aditya Birla Real Estate Limited 1.01%
Cholamandalam Financial Holdings Limited 0.99%
Manipal Payment and Identity Solutions Limited 0.93%
Onesource Specialty Pharma Limited 0.92%
Thirumalai Chemicals Limited 0.91%
Indo-MIM Limited 0.86%
KEI Industries Limited 0.81%
Sonata Software Limited 0.79%
Kaynes Technology India Limited 0.78%
Wework India Management Limited 0.75%
Birlasoft Limited 0.65%
The Jammu & Kashmir Bank Limited 0.62%
Zensar Technologies Limited 0.47%
Kusumgar Limited 0.44%
Devyani International Limited 0.41%
Rentomojo Limited 0.38%
Rossari Biotech Limited 0.25%
Triparty Repo 7.22%
Net Receivables / (Payables) 0.87%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
20.10%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Trustmf Small Cap Fund - Regular Plan - Growth 17.82% 0.00% 13.57%
Bank Of India Small Cap Fund - Regular Plan - Growth 16.36% 16.67% 24.14%
Union Small Cap Fund - Regular Plan - Growth 11.38% 13.15% 14.91%
ITI Small Cap Fund - Regular Plan - Growth 10.69% 19.63% 18.98%
DSP Small Cap Fund - Regular Plan - Growth 9.94% 14.81% 17.15%
LIC MF Small Cap Fund - Regular Plan - Growth 7.81% 14.69% 13.61%
Aditya Birla Sun Life Small Cap Fund - Regular Plan - Growth 7.68% 12.69% 12.24%
Invesco India Small Cap Fund - Regular Plan - Growth 7.35% 17.95% 20.98%
Bajaj Finserv Small Cap Fund - Regular Plan - Growth 7.16% 0.00% 4.56%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 6.82% 16.10% 21.55%

Returns are historical and do not guarantee future performance.

View All Equity Small Cap Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 14.05% 30.04% 26.78%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.92%
Expense Ratio (Direct)
0.85%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Smallcap 250 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
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