MF
MFGenie.ai
Small Cap

Motilal Oswal Small Cap Fund · Direct · Growth

Motilal Oswal Mutual Fund

NAV

₹16.1495

as of 17 Jun 2026

Expense Ratio

—

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+14.08%
3Y
—
5Y
—
Since Inception
+21.37%

SIP returns (XIRR)

1Y
+26.08%
3Y
—
5Y
—
Since Inception
+18.19%

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

Thinking about Motilal Oswal Small Cap Fund · Direct · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Compare with Similar Funds

Nippon India Small Cap Fund · Regular · Growth

3Y: +18.39%AUM: ₹66,129 Cr

HDFC Small Cap Fund · Regular · Growth

3Y: +13.74%AUM: ₹36,609 Cr

SBI Small Cap Fund · Regular · Growth

3Y: +12.33%AUM: ₹34,486 Cr

quant Small Cap Fund · Regular · Growth

3Y: +19.66%AUM: ₹27,712 Cr

Axis Small Cap Fund · Regular · Growth

3Y: +15.42%AUM: ₹25,599 Cr
Compare All Small Cap FundsView all Small Cap funds

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategorySmall Cap
Launch Date26 Dec 2023
AMFI Code152237
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1% If redeemed on or before 15 days from the date of allotment Nil If redeemed after 15 days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Motilal Oswal Small Cap Fund - Regular - Growth

Holding% NAV
  1. 1Collateralized Borrowing & Lending Obligation6.98%
  2. 2Ccl Products (India) Limited4.10%
  3. 3Rubicon Research Limited3.83%
  4. 4Va Tech Wabag Limited3.78%
  5. 5Karur Vysya Bank Limited3.64%
  6. 6Aditya Infotech Limited3.23%
  7. 7Dr Agarwals Health Care Limited3.06%
  8. 8Vijaya Diagnostic Centre Limited2.83%
  9. 9Campus Activewear Limited2.72%
  10. 10Shaily Engineering Plastics Limited2.65%
Rows per page
Page 1/6

Investment Objective

Motilal Oswal Small Cap Fund · Direct · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.

About This Fund

Motilal Oswal Small Cap Fund · Direct · Growth is a Small Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 2 years.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations