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Motilal Oswal Small Cap Fund - Regular - Growth

Category: Equity: Small Cap Launch Date: 01-12-2023
AUM:

₹ 5,294.3 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 3.04 - -
NIFTY SMALLCAP 250 TRI -4.18 24.36 29.28
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
13.8565
Last change
-0 (-0.0267%)
Fund Size (AUM)
₹ 5,294.3 Cr
Performance
21.25% (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 (%)
TRP_010825 7.4
Dr Agarwals Health Care Ltd. 3.82
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- 3.8
CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/- 3.59
VA TECH WABAG LIMITED EQ NEW RS. 2/- 2.82
CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/- 2.74
STYRENIX PERFORMANCE MATERIALS LIMITED EQ 2.71
RAINBOW CHILDRENS MEDICARE LIMITED EQ 2.61
Shaily Engineering Plastics Limited 2.37
APAR INDUSTRIES LIMITED EQ 2.33

Sector Allocation

Sector Holdings (%)
Capital Goods 22.5
Financial Services 13.05
Healthcare 11.57
Consumer Durables 7.52
Automobile and Auto Components 5.94
Consumer Services 5.77
Chemicals 5.45
Fast Moving Consumer Goods 4.72
Utilities 2.82
Telecommunication 2.06