Motilal Oswal Small Cap Fund Direct Growth
3Y Annualised
N/A
-0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-6.71%
-0.53% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 1 months
6 years 5 months
9 years 7 months
Fund info
Fund size
₹3716.36 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
1% - If redeemed on or before 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
2nd
HSBC Small Cap Equity Fund Direct Growth
3rd
HSBC Small Cap Equity Fund - IDCW Direct
4th
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
160th
Motilal Oswal Small Cap Fund Direct Growth
Fund Managers
About Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth is a Equity mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 1 years, having been launched on 2023-12-26. Motilal Oswal Small Cap Fund Direct Growth has ₹3716.36 Cr worth of assets under management (AUM) as of Sat Mar 15 2025. The latest Net Asset Value (NAV) of Motilal Oswal Small Cap Fund Direct Growth as of Thu Mar 13 2025 is ₹12.0618. The fund has an expense ratio of 0.41%, which is medium comparable to most other Equity funds.
Motilal Oswal Small Cap Fund Direct Growth returns for the last 1 year are 24.89%. Since launch, it has delivered 16.71% average annual returns.
The Motilal Oswal Small Cap Fund Direct Growth has the majority of its money invested in Healthcare, Financial Services, Basic Materials, Industrials, Consumer Cyclical, Consumer Defensive sectors.
Top 5 Holdings of Motilal Oswal Small Cap Fund Direct Growth.
- Dr Agarwal’s Health Care Ltd: 4.14%
- Karur Vysya Bank Ltd: 3.59%
- Styrenix Performance Materials Ltd: 3.41%
- Vijaya Diagnostic Centre Ltd: 3.26%
- V-Guard Industries Ltd: 3.14%
AMC Information
| Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
|---|---|
| Founding Date | 2023-12-26 |
| mfservice@motilaloswal.com | |
| Phone | +91 22 39804263 |
| Website | www.motilaloswalmf.com |
| Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal Small Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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