Motilal Oswal Small Cap Fund-Regular Plan-Growth
Motilal Oswal Asset Management Company Limited - Portfolio Managers
₹16.58 (+0.92%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
17.64% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.67%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Small-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,254
Invested ₹1,000
▲+25.39%1 year
₹1,176
Invested ₹1,000
▲+17.64%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Smallcap 250 TR INR |
|---|---|
| Secondary Index Name | Nifty Smallcap 250 TR INR |
| Index Name | NIFTY Smlcap 250 PR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +17.64% | — | — | — |
| Cumulative returns (%) | +17.64% | — | — | — |
Fund Manager
| Manager | Bhalchandra Shinde |
|---|---|
| Role | Manager |
| Manager Tenure | 0.69 yrs |
About Fund
| Date of Incorporation | 26 Dec 2023 |
|---|---|
| Fund House | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Rubicon Research Ltd | 4.52% |
| VA Tech Wabag Ltd | 3.98% |
| CCL Products (India) Ltd | 3.37% |
| Karur Vysya Bank Ltd | 3.29% |
| Aditya Infotech Ltd | 3.19% |
| Dr Agarwal’s Health Care Ltd | 3.04% |
| V2 Retail Ltd | 2.89% |
| Campus Activewear Ltd | 2.70% |
| V2 Retail Ltd | 2.67% |
| Multi Commodity Exchange of India Ltd | 2.66% |
| Sky Gold and Diamonds Ltd | 2.62% |
| Multi Commodity Exchange of India Ltd | 2.62% |
| Styrenix Performance Materials Ltd | 2.58% |
| Asahi India Glass Ltd | 2.56% |
| Syrma SGS Technology Ltd | 2.48% |
| Shaily Engineering Plastics Ltd | 2.47% |
| eClerx Services Ltd | 2.41% |
| Rainbow Childrens Medicare Ltd | 2.40% |
| Pricol Ltd | 2.38% |
| Apar Industries Ltd | 2.36% |
| Siemens Energy India Ltd | 2.33% |
| Vijaya Diagnostic Centre Ltd | 2.30% |
| V-Mart Retail Ltd | 2.29% |
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.