
Motilal Oswal Small Cap Fund(G)-Direct Plan
+25.19%
1Y annualised
+25.19%
1Y annualised
+0.23% 1D
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Buy, Hold or Sell?
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NAV : 11 Sep 2026
₹17.82
Min. SIP amount
₹500
Fund size (AUM)
8150 Cr
Expense ratio
0.61%
Launched on
26 Dec 2023
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 11 Sep 2026
₹17.82
Min. SIP amount
₹500
Fund size (AUM)
8150 Cr
Expense ratio
0.61%
Launched on
26 Dec 2023
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
1.33%
Mid Cap
11.35%
Small Cap
75.76%
Others
11.55%
Sector Allocation
Domestic Equities
16.55%
Retailing
8.74%
Cash & Cash Equivalents And Net Assets
7.42%
Bank
6.78%
Finance
6.54%
Automobile & Ancillaries
5.59%
Business Services
5.48%
Healthcare
4.71%
Others
37.46%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Ajay Khandelwal
Present
Bhalchandra Shinde
Present
Varun Sharma
Present
Rakesh Shetty
Present
Similar/Peer Fund Comparison
TRUSTMF Small Cap Fund(G)-Direct Plan
Bank of India Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
JM Small Cap Fund(G)-Direct Plan
FAQs
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