Motilal Oswal Small Cap Fund - Regular - IDCW
Category: Equity: Small Cap
Launch Date: 26-12-2023
AUM:
₹ 1,748.48 Cr
Expense Ratio
2.05%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF247L01BW7
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 - IDCW | - | - | - |
| NIFTY SMALLCAP 250 TRI | 64.06 | 27.34 | 27.64 |
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
11.8798
Last change
0.04 (0.362%)
Fund Size (AUM)
₹ 1,748.48 Cr
Performance
17.8% (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 | 6.66 |
| Bharat Electronics Ltd. | 4.45 |
| Vijaya Diagnostic Centre Ltd. | 4.15 |
| Others | 3.99 |
| V-Guard Industries Ltd. | 3.89 |
| Triveni Turbine Ltd. | 3.8 |
| Blue Star Ltd. | 3.74 |
| Karur Vysya Bank Ltd. | 3.7 |
| Prestige Estates Projects Ltd. | 3.36 |
| Pricol Ltd. | 3.23 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 15.74 |
| Services | 10.89 |
| Others | 10.65 |
| Financial | 10.1 |
| Consumer Discretionary | 10.06 |
| Healthcare | 8.99 |
| Construction | 7.16 |
| Automobile | 5.78 |
| Metals & Mining | 3.19 |
| Diversified | 3.04 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Small Cap Reg IDCW | 0.0 |
| Bandhan Small Cap Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 42.28 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| Franklin India Smaller Companies Gr | 26.97 |
| Nippon India Small Cap Gr Gr | 33.46 |
| HSBC Small Cap Fund Reg Growth | 28.54 |
| Invesco India Small Cap Reg Gr | 28.94 |
| Bank of India Small Cap Reg Gr | 33.88 |