Motilal Oswal Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

7,179 Cr

Lock In Period

N/A

Expense Ratio

1.81

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(%)
1M1.620.227.74
6M26.399.2564.49
1Y14.3510.77137.57
3Y0.0026.26202.94

Portfolio Analysis

  • Equity: 95.21%
  • Debt: 4.77%
  • Others
As on: 2026-06-30
View allocation % by

1. Vijaya Diagnostic Centre Limited3.04%
2. Dr Agarwals Health Care Limited2.96%
3. Rainbow Childrens Medicare Limited2.44%

1. Karur Vysya Bank Ltd3.45%
2. DCB Bank Limited1.40%
3. City Union Bank Ltd1.37%

1. Rubicon Research Limited4.41%
2. Onesource Specialty Pharma Limited1.15%

1. VA Tech Wabag Ltd4.29%

1. Aditya Infotech Limited3.88%

1. CCL Products India Ltd3.64%

1. Apar Industries Ltd1.95%
2. Thirumalai Chemicals Limited1.12%
3. Rossari Biotech Limited0.57%

1. Meesho Ltd1.62%
2. Eternal Limited1.37%

1. Hexaware Technologies Limited1.27%
2. Sonata Software Ltd0.92%
3. Birlasoft Limited0.79%

1. Sky Gold And Diamonds Limited2.16%
2. P N Gadgil Jewellers Limited0.71%

1. JM Financial Ltd1.52%
2. Cholamandalam Financial Holdings Limited1.18%

1. Shaily Engineering Plastics Limited2.62%

1. Syrma SGS Technology Ltd2.48%

1. Pricol Ltd2.35%

1. Campus Activewear Limited2.32%

1. V-Mart Retail Limited2.27%

1. MTAR Technologies Limited1.57%
2. Bharat Dynamics Limited0.66%

1. Five Star Business Finance Ltd2.02%

1. KEC International Ltd1.14%
2. GE Vernova T&D India Limited0.88%

1. Asahi India Glass Ltd2.01%

1. V2 Retail Ltd1.98%

1. Central Depository Services (India) Limited1.07%
2. Wework India Management Limited0.91%

1. Aditya Vision Ltd1.96%

1. Gabriel India Limited1.91%

1. Eclerx Services Ltd1.11%
2. Sagility Limited0.57%
3. Netweb Technologies India Limited0.19%

1. Varroc Engineering Limited1.77%

1. Gokaldas Exports Ltd1.74%

1. Aegis Vopak Terminals Limited1.70%

1. Triveni Turbine Ltd1.55%

1. Chalet Hotels Limited1.53%

1. Deepak Fertilizers & Petro Corp Ltd1.41%

1. KEI Industries Limited1.33%

1. PG Electroplast Limited1.22%

1. Schneider Electric Infrastructure Ltd1.17%

1. Aditya Birla Real Estate Limited1.15%

About Fund Motilal Oswal Small Cap Fund Growth

Motilal Oswal Small Cap Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹7,179 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.81. 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 Name1Y3Y
This FundICICI Prudential Business Cycle Fund - Series 3 Growth00
This FundHelios Mid Cap Fund Growth11.1750
This FundMotilal Oswal Small Cap Fund Growth14.35280
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.81. 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 : 1.62%
  • 6 Months : 26.39%
  • 1 Year : 14.35%
  • 3 Years : 0.00%
Returns of Motilal Oswal Small Cap Fund Growth are updated daily based on NAV of ₹ 16.3146 as on Jul 22,2026. 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 ₹7,179 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.