Motilal Oswal Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
26 Dec 2023
2.3 years ago
Lock-in Period
No lock-in
NAV
as of 31 Mar 2026
₹12.56
-0.0008% (0.00)
AUM
₹5,510 Cr
Expense ratio
0.79%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

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

Asset split
Market capital
Equity97.06%
Cash2.94%

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

25.31%
Industrials

Industrials

19.29%
Financial Services

Financial Services

17.18%
Healthcare

Healthcare

12.03%
Technology

Technology

8.99%

Fund House

Motilal

Motilal

Inc: 28 Jul 2010 • Total AUM: ₹91,729 Cr • Rank #19
Motilal 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: 2.30 yrs • Total AUM: 4,51,302 Cr

Swapnil Mayekar

Experience: 6.68 yrs • Total AUM: 5,45,897 Cr

Rakesh Shetty

Experience: 3.35 yrs • Total AUM: 6,28,751 Cr

Bhalchandra Shinde

Experience: yrs • Total AUM: 65,861 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'.
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.