Get access to more insightful information
By signing up to Upstox today
Motilal Oswal Small Cap Fund Direct dividend payout
Equity • Small Cap • Direct dividend payout
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct dividend payout
Launched On
26 Dec 2023
1.7 years ago
Lock-in Period
No lock-in
NAV
as of 02 Sep 2025
₹14.11
+0.3907% (0.10)
AUM
₹5,294 Cr
Expense ratio
0.61%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Industrials
Consumer Cyclical
Financial Services
Healthcare
Basic Materials
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹83,405 Cr • Rank #20Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Ajay Khandelwal
Experience: 1.73 yrs • Total AUM: 4,77,080 Cr
Rakesh Shetty
Experience: 2.78 yrs • Total AUM: 5,83,976 Cr
Niket Shah
Experience: 5.16 yrs • Total AUM: 3,89,779 Cr
Sunil Sawant
Experience: 1.16 yrs • Total AUM: 4,91,212 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
24.52%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.97%
Expense ratio
0.57%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.27%
Expense ratio
0.73%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
16.96%
Expense ratio
0.52%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
15.88%
Expense ratio
0.73%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.