Motilal Oswal Small Cap Fund · Regular · Growth
NAV
₹16.4740
as of 31 Jul 2026
Expense Ratio
1.84%
AUM
₹6,345 Cr
Lumpsum returns (CAGR)
- 1Y
- +18.79%
- 3Y
- —
- 5Y
- —
- Since Inception
- +21.21%
SIP returns (XIRR)
- 1Y
- +31.78%
- 3Y
- —
- 5Y
- —
- Since Inception
- +19.43%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.56
Sharpe Ratio
+0.13
Alpha
0.49
Beta
0.56
Sortino
17.49%
Std Dev
-16.84%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Consumer Durables10.00%
- Healthcare Services8.00%
- Retailing8.00%
- Auto Components8.00%
- Banks7.00%
- Electrical Equipment7.00%
- Agricultural Food & other Products5.00%
- Pharmaceuticals & Biotechnology5.00%
- Finance5.00%
- Industrial Manufacturing5.00%
- Chemicals & Petrochemicals4.00%
- Capital Markets3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Collateralized Borrowing & Lending Obligation6.98%
- 2Ccl Products (India) Limited4.10%
- 3Rubicon Research Limited3.83%
- 4Va Tech Wabag Limited3.78%
- 5Karur Vysya Bank Limited3.64%
- 6Aditya Infotech Limited3.23%
- 7Dr Agarwals Health Care Limited3.06%
- 8Vijaya Diagnostic Centre Limited2.83%
- 9Campus Activewear Limited2.72%
- 10Shaily Engineering Plastics Limited2.65%
Investment Objective
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 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 · 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 ₹6,345 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 TRI. The current expense ratio is 1.84%.
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