Motilal Oswal Small Cap Fund – Direct Growth

Equity · Small Cap
500
Min SIP
500
Min Lumpsum
0.63 %
Expense Ratio
Rating
1,418
Fund Size (in Cr)
2 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 20 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 5.4%
Category Average 66.5% 32.2% 27.2% -

Scheme Allocation

By Holding
By Sector
By Asset
3.58%
Others
82.97%
View all Holdings
Holdings Sector Instrument Asset
Karur Vysya Bank Banks Equity 3.76%
Blue Star Consumer Durables Equity 3.58%
Bharat Electron Aerospace & Defence Equity 3.34%
Multi Comm. Exc. Miscellaneous Equity 3.18%
Equitas Sma. Fin Banks Equity 3.18%
BSE Miscellaneous Equity 3.13%
Triveni Turbine Capital Goods - Electrical Equipment Equity 3.11%
Apar Inds. Capital Goods - Electrical Equipment Equity 3.09%
V-Guard Industri Capital Goods - Electrical Equipment Equity 3.06%
V-Mart Retail Retail Equity 2.94%
Praj Industries Capital Goods-Non Electrical Equipment Equity 2.91%
Rainbow Child. Healthcare Equity 2.91%
Prestige Estates Realty Equity 2.9%
Rossari Biotech Chemicals Equity 2.8%
Cyient DLM Electronics Equity 2.71%
Pricol Ltd Auto Ancillaries Equity 2.65%
Chalet Hotels Hotels & Restaurants Equity 2.65%
Star Health Insu Insurance Equity 2.57%
Inox Wind Capital Goods - Electrical Equipment Equity 2.53%
eClerx Services IT - Software Equity 2.48%
Vijaya Diagnost. Healthcare Equity 2.46%
Gufic BioScience Pharmaceuticals Equity 2.45%
CCL Products Plantation & Plantation Products Equity 2.4%
Varroc Engineer Auto Ancillaries Equity 2.29%
Electrost.Cast. Castings, Forgings & Fastners Equity 2.24%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.21%
NTPC Power Generation & Distribution Equity 2.13%
Infosys IT - Software Equity 1.99%
Welspun Corp Steel Equity 1.97%
Angel One Stock/ Commodity Brokers Equity 1.9%
Voltas Consumer Durables Equity 1.8%
B H E L Capital Goods - Electrical Equipment Equity 1.67%
AXISCADES Tech. IT - Software Equity 1.54%
Craftsman Auto Auto Ancillaries Equity 1.47%
La Opala RG Glass & Glass Products Equity 1.3%
Electrical Equipments
10.4%
Consumer Durables
9.73%
Debt
9.31%
Capital Markets
8.2%
Banks
6.93%
Others
55.43%
View all Sectors
Sectors Asset
Electrical Equipments 10.4%
Consumer Durables 9.73%
Debt 9.31%
Capital Markets 8.2%
Banks 6.93%
Auto Components 6.42%
Industrial Manufacturing 5.62%
Healthcare Services 5.36%
Retailing 5.15%
Industrial Products 4.21%
Aerospace & Defense 3.34%
Realty 2.9%
Chemicals & Petrochemical 2.8%
Leisure Services 2.65%
Insurance 2.57%
Commercial Services & Sup 2.48%
Pharmaceuticals & Biotech 2.45%
Agricultural Food & other 2.4%
Power 2.13%
IT-Software 1.99%
IT-Services 1.54%
Cash & Others 1.42%
Equity
89.27%
Reverse Repos
9.31%
Net Curr Ass/Net Receivables
1.42%

Advance Ratio

-4.18
Alpha
-
SD
0.39
Beta
-
Sharpe

Exit Load

Exit Load 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund Objective

To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Fund Managers

Ajay Khandelwal

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Small Cap Fund – Direct Growth ?

You can invest in Motilal Oswal Small Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Small Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Small Cap Fund – Direct Growth ?

The NAV of Motilal Oswal Small Cap Fund – Direct Growth is ₹10.5 as of 20 February 2024.

How to redeem Motilal Oswal Small Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Small Cap Fund – Direct Growth?

The minimum SIP amount of Motilal Oswal Small Cap Fund – Direct Growth is ₹500

What are the top sectors Motilal Oswal Small Cap Fund – Direct Growth has invested in?

The top sectors Motilal Oswal Small Cap Fund – Direct Growth has invested in are
  1. Electrical Equipments - 10.4%
  2. Consumer Durables - 9.73%
  3. Debt - 9.31%
  4. Capital Markets - 8.2%
  5. Banks - 6.93%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Small Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Small Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Small Cap Fund – Direct Growth generated ?

The Motilal Oswal Small Cap Fund – Direct Growth has delivered 5.4% since inception

What is the expense ratio of Motilal Oswal Small Cap Fund – Direct Growth ?

The expense ratio of Motilal Oswal Small Cap Fund – Direct Growth is 0.63 % as of 20 February 2024.

What is the AUM of Motilal Oswal Small Cap Fund – Direct Growth?

The AUM of Motilal Oswal Small Cap Fund – Direct Growth is ₹35,484 Cr as of 20 February 2024

What are the top stock holdings of Motilal Oswal Small Cap Fund – Direct Growth?

The top stock holdings of Motilal Oswal Small Cap Fund – Direct Growth are
  1. Karur Vysya Bank - 3.76%
  2. Blue Star - 3.58%
  3. Bharat Electron - 3.34%
  4. Multi Comm. Exc. - 3.18%
  5. Equitas Sma. Fin - 3.18%

How can I redeem my investments in Motilal Oswal Small Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now