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Motilal Oswal Small Cap Fund - Regular - Growth

Fund House:
Motilal Oswal Mutual Fund
Category:
Equity: Small Cap
Status:
Open Ended Schemes
Launch Date:
01-12-2023
ISIN Number:
INF247L01BV9
Minimum Investment:
500
Minimum SIP:
0
Total Assets: (30-11-2024):
3166
Nav (03-01-2025)
15.0125
CAGR Since Inception:
47.91
Benchmark:
NIFTY Smallcap 250 TRI
Expense Ratio (30-11-2024)::
1.89 %
Risko-Meter:
Very High
Exit Load:
WEF from 18/03/2024 1% - If redeemed or switched out on or before 1 year from the date of allotment for Subscription received after 18-Mar-2024. Nil - If redeemed after 1 year from the date of allotment. Entry Load: Nil, 1% -If redeemed or switched out on or before 15 days from the date of allotment for Subscription received till 17-Mar-2024. Nil - If redeemed after 15 days from the date of allotment.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Motilal Oswal Small Cap Fund - Regular - Growth 49 0 0 0 0
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 44.12 48.76 27.46 0 0
LIC MF Small Cap Fund-Regular Plan-Growth 41.76 37.56 24.41 30.52 0
Invesco India Smallcap Fund - Regular Plan - Growth 39 40.97 25.47 31.64 0
ITI Small Cap Fund - Regular Plan - Growth Option 35.2 43.07 25.1 0 0
BANK OF INDIA Small Cap Fund Regular Plan Growth 32.58 36.71 22.12 36.54 0
Tata Small Cap Fund-Regular Plan-Growth 31.8 32.64 23.75 31.74 0
HSBC Small Cap Fund - Regular Growth 30.64 37.18 23.58 30.98 20.21
UTI Small Cap Fund - Regular Plan - Growth Option 28.67 31.62 19.66 0 0
Axis Small Cap Fund - Regular Plan - Growth 27.82 30.08 19.88 27.43 18.98
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty:
Scheme Objective
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Motilal Oswal Small Cap Fund - Regular - Growth NIFTY 50 TRI Equity: Small Cap
CAGR since inception 47.91% 14.01% 22.54%
1 Year 49.00% 12.88% 28.14%
3 Year 0.00% 12.16% 21.61%
5 Year 0.00% 15.77% 30.93%
10 Year 0.00% 12.43% 18.00%
Nav / Index Value as on2025-01-05 3,166.00% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 5.18
Cash & Cash Equivalents 1.69
Equity 93.13
Company Holding
VA TECH WABAG LIMITED 4.22
VIJAYA DIAGNOSTIC CENTRE LIMITED 3.54
STYRENIX PERFORMANCE MATERIALS LIMITED 3.26
V-GUARD INDUSTRIES LIMITED 3.25
CCL PRODUCTS (INDIA) LIMITED 3.24
THE KARUR VYSYA BANK LIMITED 3.15
TRIVENI TURBINE LIMITED 2.91
PRICOL LIMITED 2.82
V-MART RETAIL LIMITED 2.79
RAINBOW CHILDRENS MEDICARE LIMITED 2.75
FAQ's of Motilal Oswal Small Cap Fund - Regular - Growth
How do I use the SIP Calculator to calculate Motilal Oswal Mutual Fund ?

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Now, you will be able to see the estimated returns.
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Motilal Oswal Small Cap Fund - Regular - Growth plan
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Motilal Oswal Small Cap Fund - Regular - Growth statement
Motilal Oswal Small Cap Fund - Regular - Growth