Motilal Oswal Small Cap Fund - Regular - Growth
Category: Equity: Small Cap
Launch Date: 01-12-2023
AUM:
₹ 5,263.89 Cr
Expense Ratio
1.84%
Benchmark
NIFTY Smallcap 250 TRI
ISIN
INF247L01BV9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Small Cap Fund - Regular - Growth | 3.67 | - | - |
| NIFTY SMALLCAP 250 TRI | -5.21 | 23.4 | 28.59 |
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
14.2643
Last change
0.11 (0.7873%)
Fund Size (AUM)
₹ 5,263.89 Cr
Performance
22.33% (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
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 5.71 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 3.81 |
| Dr Agarwals Health Care Ltd. | 3.78 |
| CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- | 3.56 |
| Shaily Engineering Plastics Limited | 2.88 |
| VA TECH WABAG LIMITED EQ NEW RS. 2/- | 2.84 |
| CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/- | 2.79 |
| RAINBOW CHILDRENS MEDICARE LIMITED EQ | 2.76 |
| STYRENIX PERFORMANCE MATERIALS LIMITED EQ | 2.58 |
| Siemens Energy India Limited | 2.33 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 22.66 |
| Financial Services | 14.01 |
| Healthcare | 11.33 |
| Consumer Durables | 7.71 |
| Chemicals | 6.67 |
| Automobile and Auto Components | 6.39 |
| Consumer Services | 5.97 |
| Fast Moving Consumer Goods | 4.55 |
| Utilities | 2.84 |
| Services | 2.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Small Cap Reg Gr | 0.0 |
| HDFC Small Cap Reg Gr | 29.77 |
| Invesco India Small Cap Reg Gr | 29.38 |
| PGIM India Small Cap Fund Reg Gr | 0.0 |
| Axis Small Cap Reg Gr | 25.86 |
| Quantum Small Cap Fund Reg Gr | 0.0 |
| Bandhan Small Cap Reg Gr | 30.15 |
| UTI Small Cap Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 23.83 |
| Union Small Cap Reg Gr | 25.06 |