What is the NAV of Motilal Oswal Small Cap Fund?
The Current NAV of Motilal Oswal Small Cap Fund is ₹14.10, as of 13th June 2025What are the returns of Motilal Oswal Small Cap Fund?
The Motilal Oswal Small Cap Fund has been there since 26th December 2023- 1 Year Returns: 18.32
What are the top 5 sectors holdings of Motilal Oswal Small Cap Fund?
The top sectors Motilal Oswal Small Cap Fund has invested in are as for 26th 12 2023 are as follows -- Others | 12.85%
- Industrial Machinery | 12.15%
- Electrical Components & Equipments | 12.13%
- Labs & Life Sciences Services | 7.20%
- Private Banks | 6.44%
What are the top 5 holdings Motilal Oswal Small Cap Fund?
The top 5 holdings for Motilal Oswal Small Cap Fund are- Net Receivables / (Payables) | 6.66%
- Bharat Electronics Ltd | 4.45%
- Vijaya Diagnostic Centre Ltd | 4.15%
- Collateralized Borrowing & Lending Obligation | 3.99%
- V Guard Industries Ltd | 3.89%
What is the asset allocation of Motilal Oswal Small Cap Fund?
The Motilal Oswal Small Cap Fund is a plan that invests- Equity | 89.35%
- Cash & Equivalents | 10.65%
How to invest in Motilal Oswal Small Cap Fund?
If you wish to invest in Motilal Oswal Small Cap Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Motilal Oswal Small Cap Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Motilal Oswal Small Cap Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Motilal Oswal Small Cap Fund?
The AUM of Motilal Oswal Small Cap Fund is 4927.18 Cr as of 13th June 2025What is the expense ratio of Motilal Oswal Small Cap Fund Plan?
The expense ratio of Motilal Oswal Small Cap Fund Plan is 0.58How to exit Motilal Oswal Small Cap Fund?
If you have invested in Motilal Oswal Small Cap Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Motilal Oswal Small Cap Fund?
The alpha ratio for the Motilal Oswal Small Cap Fund is 10.43
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Motilal Oswal Small Cap Fund?
The volatility or standard deviation for the Motilal Oswal Small Cap Fund is 18.77
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Motilal Oswal Small Cap Fund?
The sharpe ratio for the Motilal Oswal Small Cap Fund is 0.77
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Motilal Oswal Small Cap Fund?
The Sortino ratio for the Motilal Oswal Small Cap Fund is 0.08
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Motilal Oswal Small Cap Fund?
The PE ratio (price-to-earnings) of the Motilal Oswal Small Cap Fund is 58.94 while category PE ratio is 48.771. Test MF FAQ for Mutual Fund Motilal Oswal Small Cap Fund Shares?
The Current NAV of Motilal Oswal Small Cap Fund is ₹14.10, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Motilal Oswal Small Cap Fund Plan?
There is a lock in period of N/A for Motilal Oswal Small Cap Fund
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Motilal Oswal Small Cap Fund Direct Growth
Growth
14.100.29% (-0.04)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
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1Y
3Y
5Y
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SIP
1M
6M
1Y
3Y
5Y
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Motilal Oswal Small Cap Fund Performance & Key Metrics
Motilal Oswal Small Cap Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 58.94 | 0.77 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.89 | 48.77 | 2.14 |
Motilal Oswal Small Cap Fund Scheme InfoMotilal Oswal Small Cap Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Flexi Cap Fund
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Motilal Oswal Small Cap Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Motilal Oswal Small Cap Fund Peers & Comparison
Comparing 3 mutual funds from
EquityFlexi Cap Fund
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Small Cap Fund | 18.32% | — | 15.70% |
| Parag Parikh Flexi Cap Fund | 12.52% | 24.47% | 20.07% |
| HDFC Mid-Cap Opportunities Fund | 7.98% | 32.71% | 21.41% |
| Nippon India Small Cap Fund | 1.58% | 30.79% | 25.60% |
Motilal Oswal Small Cap Fund Returns Comparison
Compare Motilal Oswal Small Cap Fund with any MF, ETF, stock or indexCompare Motilal Oswal Small Cap Fund with any MF, ETF, stock or index
Motilal Oswal Small Cap Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Motilal Oswal Small Cap Fund Asset Allocation
Motilal Oswal Small Cap Fund Asset Allocation
Actual
Target
Mar 2024
May 2024
Mar 2024
May 2024
Motilal Oswal Small Cap Fund Sector Distribution
Motilal Oswal Small Cap Fund Sector Distribution
Mar 2024
May 2024
Motilal Oswal Small Cap Fund Sector Weightage
Motilal Oswal Small Cap Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Motilal Oswal Small Cap Fund Current Holdings
Motilal Oswal Small Cap Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
4.45 %
0.94 %Holdings
4.15 %
1.07 %Holdings
3.89 %
0.33 %
AMC Profile of Motilal Oswal Small Cap Fund
AMC Profile of Motilal Oswal Small Cap Fund
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
38
Total AUM
₹ 96,423.64 Cr.
Motilal Oswal Small Cap Fund Manager Details
Motilal Oswal Small Cap Fund Manager Details
Motilal Oswal Small Cap Fund Manager Profile
Motilal Oswal Small Cap Fund Manager Profile
Ajay Khandelwal
AUM: ₹26,906.75 Cr.
|
Exp: 10yrs
Niket Shah
AUM: ₹68,259.08 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹96,423.64 Cr.
|
Exp: 13yrs
Ankush Sood
AUM: ₹4,956.57 Cr.
|
Exp: —
Motilal Oswal Small Cap Fund Manager Performance (0)
Motilal Oswal Small Cap Fund Manager Performance (0)
Equity: Flexi Cap Fund
Motilal Oswal Small Cap Fund Tax Implications
Motilal Oswal Small Cap Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Motilal Oswal Small Cap Fund Review & Opinions
Motilal Oswal Small Cap Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%