Motilal Oswal Small Cap Fund - Regular - Growth
Category: Equity: Small Cap
Launch Date: 01-12-2023
AUM:
7,604.53 Cr
Expense Ratio
1.97%
Benchmark
Nifty Smallcap 250 TRI
ISIN
INF247L01BV9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Small Cap Fund - Regular - Growth | 24.2 | - | - |
| NIFTY SMALLCAP 250 TRI | 10.37 | 18.1 | 16.41 |
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
16.9087
Last change
-0.06 (-0.3566%)
Fund Size (AUM)
₹ 7,604.53 Cr
Performance
21.74% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 Manager
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TRP_010726 | 4.68 |
| Rubicon Research Ltd. | 4.41 |
| VA TECH WABAG LIMITED EQ NEW RS. 2/- | 4.29 |
| Aditya Infotech Limited | 3.88 |
| CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- | 3.64 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 3.45 |
| VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/- | 3.04 |
| Dr Agarwals Health Care Ltd. | 2.96 |
| Shaily Engineering Plastics Limited | 2.62 |
| SYRMA SGS TECHNOLOGY LIMITED EQ | 2.48 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 18.09 |
| Healthcare | 14.0 |
| Financial Services | 12.66 |
| Consumer Services | 10.73 |
| Automobile and Auto Components | 8.04 |
| Consumer Durables | 6.41 |
| Fast Moving Consumer Goods | 4.56 |
| Utilities | 4.29 |
| Information Technology | 3.74 |
| Chemicals | 3.53 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| TrustMF Small Cap Fund Reg Gr | 0.0 |
| Bank Of India Small Cap Reg Gr | 19.36 |
| Union Small Cap Reg Gr | 17.36 |
| ITI Small Cap Reg Gr | 17.33 |
| ABSL Small Cap Gr | 13.88 |
| JM Small Cap Fund Reg Gr | 0.0 |
| DSP Small Cap Reg Gr | 17.95 |
| LIC MF Small Cap Fund Reg Gr | 18.06 |
| Sundaram Small Cap Reg Gr | 16.9 |