Motilal Oswal Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹8,150 Cr

Lock In Period

N/A

Expense Ratio

1.98

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.

Benchmark

Nifty Smallcap 250 Total Return

Motilal Oswal Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.81-1.7012.01
6M24.221.7733.27
1Y16.873.2377.31
3Y0.0012.8899.01

Portfolio Analysis

  • Equity: 92.56%
  • Debt: 7.44%
  • Others
As on: 2026-08-31
View allocation % by

1. Dr Agarwals Health Care Limited3.04%
2. Rainbow Childrens Medicare Limited2.40%
3. Vijaya Diagnostic Centre Limited2.30%

1. Karur Vysya Bank Limited3.29%
2. DCB Bank Limited1.76%
3. City Union Bank Limited1.32%
4. The Jammu & Kashmir Bank Limited0.41%

1. Rubicon Research Limited4.52%
2. Onesource Specialty Pharma Limited0.94%
3. Symbiotec Pharmalab Limited0.59%

1. VA Tech Wabag Limited3.98%

1. Hexaware Technologies Limited1.46%
2. Sonata Software Limited0.89%
3. Birlasoft Limited0.71%
4. Zensar Technologies Limited0.52%

1. CCL Products (India) Limited3.37%

1. Aditya Infotech Limited3.19%

1. Dixon Technologies (India) Limited1.72%
2. PG Electroplast Limited1.35%

1. Apar Industries Limited1.71%
2. Thirumalai Chemicals Limited0.98%
3. Rossari Biotech Limited0.35%

1. Meesho Ltd1.53%
2. Eternal Limited1.33%

1. Sky Gold And Diamonds Limited2.62%
2. P N Gadgil Jewellers Limited0.21%

1. Syrma SGS Technology Ltd2.06%
2. Kaynes Technology India Limited0.67%

1. JM Financial Limited1.60%
2. Cholamandalam Financial Holdings Limited1.01%

1. V-Mart Retail Limited2.29%

1. Central Depository Services (India) Limited1.49%
2. Wework India Management Limited0.80%

1. Pricol Limited2.26%

1. Campus Activewear Limited2.17%

1. Five Star Business Finance Limited2.16%

1. Asahi India Glass Limited2.06%

1. Shaily Engineering Plastics Limited2.04%

1. Varroc Engineering Limited1.84%

1. Multi Commodity Exchange of India Limited1.78%

1. Chalet Hotels Limited1.51%
2. Devyani International Limited0.24%

1. eClerx Services Limited1.74%

1. Aegis Vopak Terminals Limited1.74%

1. V2 Retail Limited1.71%

1. Aditya Vision Ltd1.67%

1. Gokaldas Exports Limited1.50%

1. Gabriel India Limited1.48%

1. MTAR Technologies Limited1.44%

1. Deepak Fertilizers and Petrochemicals Corporation Limited1.25%

1. Aditya Birla Real Estate Limited1.14%

1. Shadowfax Technologies Limited1.11%

1. KEI Industries Limited1.06%

1. Lohia Corp Limited1.04%

1. Schneider Electric Infrastructure Limited1.01%
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About Fund Motilal Oswal Small Cap Fund Growth

Motilal Oswal Small Cap Fund Growth managed by Motilal Oswal Mutual Fund,is a Small-capscheme with Assets Under Management of ₹8,150 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.98. 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.

Fund Managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering.Prior to joining with BOI AXA Mutual Fund, he has worked with B&K Securities & Infosys.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Abakkus Small Cap Fund Growth02,794 CR2.65
Bajaj Finserv Small Cap Fund Growth02,646 CR2.37
Motilal Oswal Small Cap Fund Growth08,150 CR1.98
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundAbakkus Small Cap Fund Growth00
This FundBajaj Finserv Small Cap Fund Growth13.04120
This FundMotilal Oswal Small Cap Fund Growth16.87420
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

Motilal Oswal Small Cap Fund Growth 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 1.98. 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 : -4.81%
  • 6 Months : 24.22%
  • 1 Year : 16.87%
  • 3 Years : 0.00%
Returns of Motilal Oswal Small Cap Fund Growth are updated daily based on NAV of ₹ 16.5840 as on Oct 09,2026. 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 ₹8,150 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.
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