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Motilal Oswal Small Cap Fund Direct Growth

Motilal Oswal Small Cap Fund Direct Growth

1M
6M
1Y
All
NAV: 18 Jun '26
?16.26
Min. for SIP
?500
Fund size (AUM)
?6,515.37 Cr
Expense ratio
2.09%
Rating
--

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months?15,000?15,991
+6.61%
6 months?30,000?32,091
+6.97%
1 year?60,000?63,791
+6.32%

Holdings (58)

NameSectorInstrumentsAssets
VA Tech Wabag LtdEnergy & UtilitiesEquity3.89%
Aditya Infotech Ltd.TechnologyEquity3.84%
Rubicon Research Ltd.HealthcareEquity3.80%
Karur Vysya Bank LtdFinancialEquity3.66%
Net ReceivablesUnspecifiedNet Receivables3.64%
CCL Products (India) LtdConsumer StaplesEquity3.58%
Vijaya Diagnostic Centre LtdHealthcareEquity3.33%
Dr. Agarwal’S Health Care Ltd.HealthcareEquity3.17%
Shaily Engineering Plastics LtdMaterialsEquity2.98%
Campus Activewear LtdConsumer DiscretionaryEquity2.70%
Rainbow Childrens Medicare LtdHealthcareEquity2.43%
Pricol LtdConsumer DiscretionaryEquity2.35%
Sky Gold LtdConsumer DiscretionaryEquity2.33%
Asahi India Glass LtdConsumer DiscretionaryEquity2.31%
V2 Retail LtdConsumer DiscretionaryEquity2.21%
Syrma SGS Technology LtdTechnologyEquity2.18%
Gabriel India LtdConsumer DiscretionaryEquity2.13%
V-Mart Retail LtdConsumer DiscretionaryEquity2.12%
Aditya Vision LtdConsumer DiscretionaryEquity2.00%
Apar Industries LtdDiversifiedEquity1.95%
Five-Star Business Finance LtdFinancialEquity1.85%
MTAR Technologies LtdIndustrialsEquity1.79%
Triveni Turbine LtdIndustrialsEquity1.77%
JM Financial LtdFinancialEquity1.75%
Varroc Engineering LtdConsumer DiscretionaryEquity1.68%
Aegis Vopak Terminals Ltd.Energy & UtilitiesEquity1.57%
Thirumalai Chemicals LtdMaterialsEquity1.51%
Chalet Hotels LtdConsumer DiscretionaryEquity1.50%
GE T&D India LtdIndustrialsEquity1.45%
DCB Bank LtdFinancialEquity1.44%
Kei Industries LtdIndustrialsEquity1.43%
Multi Commodity Exchange Of India LtdFinancialEquity1.43%
Zomato LtdTechnologyEquity1.43%
Onesource Specialty Pharma LtdHealthcareEquity1.41%
NTPC LtdEnergy & UtilitiesEquity1.41%
Deepak Fertilisers & Petrochemicals Corporation LtdMaterialsEquity1.41%
City Union Bank LtdFinancialEquity1.36%
eClerx Services LtdTechnologyEquity1.30%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity1.27%
Cholamandalam Financial Holdings LtdFinancialEquity1.25%
Gokaldas Exports LtdConsumer DiscretionaryEquity1.16%
Central Depository Services (India) LtdFinancialEquity1.13%
Bharat Dynamics LtdIndustrialsEquity1.11%
Sonata Software LtdTechnologyEquity1.01%
PG Electroplast LtdIndustrialsEquity0.99%
Birlasoft LtdTechnologyEquity0.98%
Century Textiles & Industries LtdMaterialsEquity0.95%
WeWork India Management Ltd.IndustrialsEquity0.87%
KEC International LtdDiversifiedEquity0.84%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.80%
Sagility India Ltd.IndustrialsEquity0.66%
Rossari Biotech LtdMaterialsEquity0.65%
Jain Resource Recycling Ltd.MaterialsEquity0.64%
Radico Khaitan LtdConsumer StaplesEquity0.62%
INEOS Styrolution India LtdMaterialsEquity0.47%
Netweb Technologies India Ltd.TechnologyEquity0.35%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.13%
Solar Industries India LtdMaterialsEquity0.03%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+18.0%+9.1%+9.9%+55.5%
Category average (Equity Small Cap)-----6.3%--
Rank (Equity Small Cap)564--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Bandhan Small Cap Fund Direct Growth
Bandhan Small Cap Fund Direct Growth
+7.96%+29.17%27,219.13
Invesco India Smallcap Fund Direct Growth
Invesco India Smallcap Fund Direct Growth
+11.90%+24.68%11,716.88
Sundaram Small Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
+13.70%+20.56%3,680.99
Nippon India Small Cap Fund Direct Growth
Nippon India Small Cap Fund Direct Growth
+7.64%+19.56%74,604.07
Axis Small Cap Fund Direct Growth
Axis Small Cap Fund Direct Growth
+6.00%+16.80%27,840.05
Compare

Fund management

BS
Bhalchandra Shinde
Jan 2026 - Present
View details

RS
Rakesh Shetty
Dec 2023 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

About Motilal Oswal Small Cap Fund Direct Growth

Motilal Oswal Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Bhalchandra Shinde is the Current Fund Manager of Motilal Oswal Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?1,46,103 Cr and the Latest NAV as of 18 Jun 2026 is ?16.26. The Motilal Oswal Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Fund benchmarkNIFTY Smallcap 250 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM?1,46,102.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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