Motilal Oswal Small Cap Fund · Regular · Growth
NAV
₹17.1325
as of 13 Nov 2026
Expense Ratio
1.90%
AUM
₹7,883 Cr
Lumpsum returns (CAGR)
- 1Y
- +17.93%
- 3Y
- —
- 5Y
- —
- Since Inception
- +20.53%
SIP returns (XIRR)
- 1Y
- +31.59%
- 3Y
- —
- 5Y
- —
- Since Inception
- +18.66%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.72
Sharpe Ratio
—
Alpha
—
Beta
0.70
Sortino
15.52%
Std Dev
-16.84%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Consumer Durables9.27%
- Industrial Manufacturing8.73%
- Retailing8.67%
- Auto Components7.61%
- Healthcare Services7.42%
- Banks6.63%
- Pharmaceuticals & Biotechnology6.08%
- Finance4.81%
- Electrical Equipment4.46%
- Capital Markets4.33%
- Other Utilities3.82%
- Agricultural Food & other Products3.49%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Rubicon Research Limited3.84%
- 2Va Tech Wabag Limited3.82%
- 3Ccl Products (India) Limited3.49%
- 4Aditya Infotech Limited3.38%
- 5Karur Vysya Bank Limited3.02%
- 6Dr Agarwals Health Care Limited2.92%
- 7Sky Gold And Diamonds Limited2.57%
- 8Syrma Sgs Technology Ltd2.52%
- 9Rainbow Childrens Medicare Limited2.36%
- 10Campus Activewear Limited2.20%
What this fund does
Motilal Oswal Small Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds carry wider price swings than large-cap and mid-cap funds.
About This Fund
Motilal Oswal Small Cap Fund · Regular · Growth is a Small Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹7,883 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 TRI. The current expense ratio is 1.90%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years