• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Small Cap Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Small Cap Fund (Growth)

EquitySmall Cap

10.5161

NAV (Mar 01)

4.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.5161

NAV (Mar 1)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.7%
6 Month CAGR
NA

Scheme Information

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.

Expense Ratio
2.1
Launched (1y ago)
Dec 26, 2023
AUM in Crores
1418.354
ISIN
INF247L01BV9
Lock-in
No Lock-in
Benchmark
NIFTY Smlcap 250 PR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ankush Sood

Fund Manager

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Ajay Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Small Cap Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

collateralized borrowing & lending obligation

9.3%
9.3%

karur vysya bank ltd

3.8%
3.8%

blue star ltd

3.6%
3.6%

bharat electronics ltd

3.3%
3.3%

multi commodity exchange of india ltd

3.2%
3.2%
See all holdings

Allocation by Sector

industrials

26.6%
26.6%

financial services

17.7%
17.7%

consumer cyclical

15.5%
15.5%

healthcare

7.8%
7.8%

technology

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 13,846 cr

₹ 16,033 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 42,181 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

33.4%

22.6%

14.6%

23.3%

31.4%

20.5%

31.4%

20.5%

22.6%

16.5%

Motilal Oswal Small Cap Fund (G) Review

Motilal Oswal Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 4.7% over a period of 0 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ajay Khandelwal, Ankush Sood, Niket Shah, Rakesh Shetty.

Nav of Motilal Oswal Small Cap Fund (G) as of 3/1/2024 is ₹10.52 with the total AUM as of 3/2/2024 is ₹1418.354. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Small Cap Fund (G) was launched on Dec 26, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Small Cap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Smlcap 250 PR INR.

Motilal Oswal Small Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Small Cap Fund (G).

Frequently Asked Questions

What is Motilal Oswal Small Cap Fund (G)?

Motilal Oswal Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Small Cap Fund (G)?

You can invest in Motilal Oswal Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Small Cap Fund (G)?

The minimum sip amount for Motilal Oswal Small Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Motilal Oswal Small Cap Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Small Cap Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Small Cap Fund (G)?

The expense ratio of the Motilal Oswal Small Cap Fund (G) is 2.1% for regular plan.