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Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹5,655 Cr

Lock In Period

N/A

Expense Ratio

1.84

Benchmark

Nifty Smallcap 250 Total Return

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.

Summary

Latest details for Motilal Oswal Small Cap Fund Growth include a ₹12.8282 NAV as of Mar 11,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Small Cap Fund Growth AUM is ₹5,655 Cr, with a lock-in of N/A years, expense ratio of 1.84%, and benchmark Nifty Smallcap 250 Total Return. Exit load is - 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -7.42% returns, against a category average of -1.15% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.42-1.157.74
6M-7.652.1664.49
1Y6.976.45137.57
3Y0.0014.18202.94

Portfolio Analysis

  • Equity: 95.51%
  • Debt: 4.49%
  • Others
As on: 2026-01-31
View allocation % by

1. Karur Vysya Bank Limited5.00%
2. City Union Bank Limited1.84%
3. DCB Bank Limited1.64%

1. Dr Agarwals Health Care Limited2.97%
2. Vijaya Diagnostic Centre Limited2.39%
3. Rainbow Childrens Medicare Limited1.85%

1. CCL Products (India) Limited4.49%

1. Apar Industries Limited2.01%
2. Thirumalai Chemicals Limited1.50%
3. Rossari Biotech Limited0.88%

1. JM Financial Limited1.99%
2. Cholamandalam Financial Holdings Limited1.41%

1. Five Star Business Finance Limited1.93%
2. Cholamandalam Investment and Finance Company Ltd1.40%

1. GE Vernova T&D India Limited1.49%
2. KEC International Limited1.23%
3. Transformers And Rectifiers (India) Limited0.60%

1. eClerx Services Limited2.25%
2. Sagility Limited0.95%

1. Bharat Dynamics Limited2.18%
2. MTAR Technologies Limited1.01%

1. Campus Activewear Limited3.19%

1. Rubicon Research Limited3.01%

1. Birlasoft Limited1.53%
2. Sonata Software Limited1.43%

1. Sky Gold And Diamonds Limited1.88%
2. P N Gadgil Jewellers Limited0.92%

1. V2 Retail Limited2.65%

1. Multi Commodity Exchange of India Limited2.62%

1. Asahi India Glass Limited2.56%

1. VA Tech Wabag Limited2.52%

1. Pricol Limited2.40%

1. V-Mart Retail Limited2.35%

1. Central Depository Services (India) Limited1.36%
2. Wework India Management Limited0.98%

1. Shaily Engineering Plastics Limited2.26%

1. Aditya Vision Ltd2.01%

1. Varroc Engineering Limited1.99%

1. Styrenix Performance Materials Limited1.96%

1. Aegis Vopak Terminals Limited1.82%

1. KEI Industries Limited1.81%

1. Gabriel India Limited1.78%

1. Chalet Hotels Limited1.65%

1. PG Electroplast Limited1.64%

1. Syrma SGS Technology Limited1.46%

1. Triveni Turbine Limited1.20%

1. Deepak Fertilizers and Petrochemicals Corporation Limited1.18%

1. Gokaldas Exports Limited1.13%

1. Aditya Birla Real Estate Limited1.11%

About Fund

Motilal Oswal Small Cap Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹5,655 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.84. Under the expert guidance of Ajay Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMotilal Oswal Small Cap Fund Growth05654.94 CR1.84
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundMotilal Oswal Small Cap Fund Growth6.97320
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Motilal Oswal Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Small Cap Fund Growth is 1.84. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -7.42%
  • 6 Months : -7.65%
  • 1 Year : 6.97%
  • 3 Years : 0.00%
Returns of Motilal Oswal Small Cap Fund Growth are updated daily based on NAV of ₹ 12.8282 as on Mar 11,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Small Cap Fund Growth is ₹5,655 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500