Motilal Oswal Small Cap Fund - Regular - Growth
Category: Equity: Small Cap
Launch Date: 26-12-2023
AUM:
₹ 1,699.24 Cr
Expense Ratio
2.05%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF247L01BV9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
0
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Small Cap Fund - Regular - Growth | - | - | - |
| NIFTY SMALLCAP 250 TRI | 60.51 | 27.8 | 25.95 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.0311
Last change
0.14 (1.2945%)
Fund Size (AUM)
₹ 1,699.24 Cr
Performance
9.39% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 8.21 |
| Karur Vysya Bank Ltd. | 3.73 |
| Triveni Turbine Ltd. | 3.73 |
| V-Guard Industries Ltd. | 3.71 |
| Blue Star Ltd. | 3.65 |
| Bharat Electronics Ltd. | 3.62 |
| Vijaya Diagnostic Centre Ltd. | 3.5 |
| Rainbow Children's Medicare Ltd. | 3.29 |
| Pricol Ltd. | 3.29 |
| V-Mart Retail Ltd. | 3.19 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 15.4 |
| Services | 11.91 |
| Financial | 10.48 |
| Consumer Discretionary | 10.08 |
| Others | 9.33 |
| Healthcare | 8.74 |
| Construction | 6.71 |
| Automobile | 5.6 |
| Metals & Mining | 3.47 |
| Diversified | 3.03 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| Bandhan Small Cap Reg Gr | 0.0 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 40.38 |
| Nippon India Small Cap Gr Gr | 31.77 |
| Franklin India Smaller Companies Gr | 25.17 |
| Invesco India Small Cap Reg Gr | 27.72 |
| BANK OF INDIA Small Cap Reg Gr | 32.32 |
| HSBC Small Cap Fund Reg Growth | 26.31 |