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Fund Overview of Motilal Oswal Small Cap Fund Direct-Growth
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₹8,298.0 CrAUM
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₹17.11NAV
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0.85%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Motilal Oswal Small Cap Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.29% | NA | 4.26% |
| 6 Months | 13.84% | NA | 15.51% |
| 1 Year | 14.80% | 14.80% | -3.42% |
| 2 Years | 23.37% | 11.07% | 21.59% |
Asset Allocation of Motilal Oswal Small Cap Fund Direct-Growth
equities
92.56%other assets or cash equivalents
7.44%Motilal Oswal Small Cap Fund Direct-Growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 26 Dec 2023, the fund aims Long term capital growth. Investing predominantly in equities and equity related instruments of small cap companies. It manages assets worth ₹8,298.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.85%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Small Cap Fund Direct-Growth
The portfolio allocation consists of 92.56% in equities, 7.44% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 14.80% in the last year, a total return since inception of 20.63%.
Identifying an appropriate best sip plans plays a key role for systematic investing.
Motilal Oswal Small Cap Fund Direct-Growth Fund Details
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Compare Motilal Oswal Small Cap Fund Direct-Growth with other mutual funds in the same category
Motilal Oswal Small Cap Fund Direct-Growth
Invesco India Small Cap Fund Direct-Growth
Invesco India Small Cap Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Invesco India Small Cap Fund Direct-Growth  |
₹16,175 | 4.02% | 0.69% | 13.80% | 21.42% | 19.27% |
| Invesco India Small Cap Fund Direct-IDCW |
₹16,175 | 4.02% | 0.69% | 13.80% | 21.42% | 19.27% |
Bandhan Small Cap Fund Direct-Growth  |
₹35,856 | -0.72% | -1.89% | 5.95% | 22.90% | 19.04% |
| Bandhan Small Cap Fund Direct-IDCW |
₹35,856 | -0.72% | -1.89% | 5.95% | 22.90% | 19.04% |
| Bank Of India Small Cap Fund Direct-Growth |
₹3,671 | -3.81% | 1.05% | 21.75% | 19.70% | 18.90% |
| Bank Of India Small Cap Fund Direct-IDCW |
₹3,671 | -3.81% | 1.05% | 21.75% | 19.70% | 18.90% |
| Invesco India Small Cap Fund Regular-Growth |
₹16,175 | 3.92% | 0.40% | 12.39% | 19.80% | 17.61% |
| Invesco India Small Cap Fund Regular-IDCW |
₹16,175 | 3.92% | 0.40% | 12.39% | 19.80% | 17.61% |
| Nippon India Small Cap Fund Direct-Growth |
₹80,906 | -1.06% | -3.39% | 4.14% | 13.83% | 17.48% |
| Nippon India Small Cap Fund Direct-IDCW |
₹80,906 | -1.06% | -3.39% | 4.14% | 13.83% | 17.48% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Small Cap Fund Regular-Growth
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₹8,298 | -0.63% | -2.56% | 13.20% | 13.51% | - |
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Motilal Oswal Small Cap Fund Direct-IDCW
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₹8,298 | -0.54% | -2.29% | 13.84% | 14.80% | - |
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Motilal Oswal Small Cap Fund Regular-IDCW
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₹8,298 | -0.63% | -2.56% | 13.20% | 13.51% | - |
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Motilal Oswal Nifty Microcap 250 Index Fund Regular-Growth
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₹2,410 | -3.21% | -3.90% | 7.01% | 3.82% | 13.46% |
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Motilal Oswal Nifty Microcap 250 Index Fund Direct-Growth
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₹2,410 | -3.17% | -3.77% | 7.30% | 4.41% | 14.16% |
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Motilal Oswal Nifty Smallcap 250 Index Fund Regular-Growth
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₹1,243 | -0.69% | -4.41% | 3.44% | 0.69% | 12.08% |
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Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Growth
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₹1,243 | -0.63% | -4.24% | 3.82% | 1.42% | 12.87% |
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Motilal Oswal Nifty Smallcap 250 ETF-Growth
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₹250 | -0.64% | -4.32% | 3.71% | 1.36% | - |
growth is based on 1-month returns of the fundsMotilal Oswal Small Cap Fund Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Nippon India Small Cap Fund Direct-Growth |
₹80,906 | ₹200.74 | 13.83% | 17.48% | 20.24% |
| Nippon India Small Cap Fund-Growth |
₹80,906 | ₹177.44 | 12.97% | 16.54% | 19.14% |
| Nippon India Small Cap Fund Direct-IDCW |
₹80,906 | ₹106.76 | 13.83% | 17.48% | 20.24% |
| Nippon India Small Cap Fund-IDCW |
₹80,906 | ₹91.21 | 12.97% | 16.54% | 19.14% |
| SBI Small Cap Fund-Growth |
₹41,059 | ₹178.46 | 10.55% | 11.24% | 16.66% |
| SBI Small Cap Fund Direct-Growth |
₹41,059 | ₹206.38 | 11.51% | 12.28% | 17.87% |
| SBI Small Cap Fund Direct-IDCW |
₹41,059 | ₹140.87 | 11.51% | 12.28% | 17.87% |
| SBI Small Cap Fund-IDCW |
₹41,059 | ₹105.43 | 10.55% | 11.24% | 16.66% |
| HDFC Small Cap Fund Regular-Growth |
₹40,801 | ₹133.47 | 8.70% | 12.30% | 16.09% |
| HDFC Small Cap Fund Direct-Growth |
₹40,801 | ₹153.39 | 9.64% | 13.31% | 17.29% |
Motilal Oswal Small Cap Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 7.22% | ₹599.01 Cr |
| Repo | Unspecified | 7.22% | ₹599.01 Cr |
| Repo | Unspecified | 7.22% | ₹599.01 Cr |
| Repo | Unspecified | 7.22% | ₹599.01 Cr |
| Repo | Unspecified | 6.34% | ₹516.56 Cr |
| Repo | Unspecified | 6.34% | ₹516.56 Cr |
| Repo | Unspecified | 6.34% | ₹516.56 Cr |
| Repo | Unspecified | 6.34% | ₹516.56 Cr |
| Reverse Repo/cblo | Unspecified | 6.98% | ₹433.31 Cr |
| Reverse Repo/cblo | Unspecified | 7.40% | ₹391.55 Cr |
| Rubicon Research Ltd. | 4.52% | ₹368.20 Cr | |
| Rubicon Research Ltd. | 4.52% | ₹368.20 Cr | |
| Rubicon Research Ltd. | 4.52% | ₹368.20 Cr | |
| Rubicon Research Ltd. | 4.52% | ₹368.20 Cr | |
| Reverse Repo/cblo | Unspecified | 4.68% | ₹335.70 Cr |
| Reverse Repo/cblo | Unspecified | 4.68% | ₹335.70 Cr |
| Reverse Repo/cblo | Unspecified | 4.68% | ₹335.70 Cr |
| Reverse Repo/cblo | Unspecified | 4.68% | ₹335.70 Cr |
| Va Tech Wabag Ltd | Energy & Utilities | 3.98% | ₹324.78 Cr |
| Va Tech Wabag Ltd | Energy & Utilities | 3.98% | ₹324.78 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Invesco India Small Cap Fund Direct-Growth |
₹54.36 | 21.42% | 19.27% | - |
| Invesco India Small Cap Fund Direct-IDCW |
₹40.38 | 21.42% | 19.27% | - |
| Bandhan Small Cap Fund Direct-Growth |
₹55.80 | 22.90% | 19.04% | - |
| Bandhan Small Cap Fund Direct-IDCW |
₹38.84 | 22.90% | 19.04% | - |
| Bank Of India Small Cap Fund Direct-Growth |
₹64.59 | 19.70% | 18.90% | - |
| Bank Of India Small Cap Fund Direct-IDCW |
₹48.37 | 19.70% | 18.90% | - |
| Invesco India Small Cap Fund Regular-Growth |
₹48.26 | 19.80% | 17.61% | - |
| Invesco India Small Cap Fund Regular-IDCW |
₹34.52 | 19.80% | 17.61% | - |
| Nippon India Small Cap Fund Direct-Growth |
₹200.74 | 13.83% | 17.48% | - |
| Nippon India Small Cap Fund Direct-IDCW |
₹106.76 | 13.83% | 17.48% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Small Cap Fund Direct-Growth
What is the current AUM of Motilal Oswal Small Cap Fund Direct-Growth?
As of Wed Sep 30, 2026, Motilal Oswal Small Cap Fund Direct-Growth manages assets worth ₹8,298.0 crore
How has Motilal Oswal Small Cap Fund Direct-Growth performed recently?
- 3 Months: -2.29%
- 6 Months: 13.84%
What is the long-term performance of Motilal Oswal Small Cap Fund Direct-Growth?
- Since Inception: 20.63%
What is the portfolio composition of Motilal Oswal Small Cap Fund Direct-Growth?
Equity: 92.56%, Others: 7.44%.
Who manages Motilal Oswal Small Cap Fund Direct-Growth?
Motilal Oswal Small Cap Fund Direct-Growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Small Cap Fund Direct-Growth?
Large Cap: 2.69%, Mid Cap: 8.94%, Small Cap: 88.37%.
Which are the top companies Motilal Oswal Small Cap Fund Direct-Growth has invested in?
- Repo – 7.22% of the fund's portfolio
- Repo – 7.22% of the fund's portfolio
- Repo – 7.22% of the fund's portfolio
- Repo – 7.22% of the fund's portfolio
- Repo – 6.34% of the fund's portfolio
Which are the major sectors Motilal Oswal Small Cap Fund Direct-Growth focuses on?
- Unspecified – 87.32% of the fund's portfolio
- Other – 18.08% of the fund's portfolio
- Energy & Utilities – 7.96% of the fund's portfolio
