Motilal Oswal Small Cap Fund - Direct - Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 26-12-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 0.81% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 5,177.86 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 17% | Exit Load: Nil |
14.8367
0.25 (1.6554%)
18.02%
Benchmark: 15.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Small Cap Fund - Direct - Growth | 26-12-2023 | 15.2 | 14.72 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 22.76 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 21.27 | 9.92 | 21.37 | 19.1 | 16.08 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 18.41 | 9.81 | 21.46 | 20.05 | 16.8 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 14.29 | 6.44 | 19.69 | 15.51 | 13.29 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 14.2 | 7.53 | 20.7 | 19.28 | 14.71 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 13.94 | 8.78 | 22.53 | 20.65 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 13.83 | 13.22 | - | - | - |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 13.48 | 6.29 | 24.71 | - | - |
| Mirae Asset Small Cap Fund - Regular Plan - Growth | 10-01-2025 | 13.23 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
87.04%
Others
2.93%
Large Cap
1.29%
Mid Cap
8.75%
