Motilal Oswal Small Cap Fund - Regular - Growth
NAV as on 07-07-2025
₹ 14.1448
₹
-0.03
(
-0.1817%)
AUM as on 30-05-2025
4,922.72 Cr
Rtn (Since Inception)
24.87%
Motilal Oswal Small Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 01-12-2023 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Smallcap 250 TRI |
| TER: | 1.84% As on (31-05-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 500.0 |
| Minimum Topup: | 500.0 |
| Total Assets: | 4,922.72 Cr As on (30-05-2025) |
| Turn over: | 17 |
| Exit Load: | Nil |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | 12.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Small Cap Reg Gr | 08-02-2020 | 10.53 | 38.73 | 33.81 | 35.81 | 0.0 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 8.74 | 30.77 | 30.47 | 33.18 | 0.0 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 6.61 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Small Cap Reg Gr | 01-12-2020 | 6.32 | 23.25 | 23.49 | 0.0 | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | 6.11 | 19.77 | 18.48 | 0.0 | 0.0 |
| Axis Small Cap Reg Gr | 05-11-2013 | 5.69 | 22.46 | 24.05 | 30.33 | 18.7 |
| DSP Small Cap Reg Gr | 15-06-2007 | 5.48 | 23.65 | 24.96 | 31.83 | 17.21 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | 3.8 | 23.02 | 25.35 | 31.64 | 14.02 |
| HDFC Small Cap Reg Gr | 02-04-2008 | 3.74 | 21.42 | 28.02 | 33.77 | 18.46 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Installment Amount
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