The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ankit Agarwal
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Motilal Oswal Small Cap Fund is ₹17.17 as of 2026-08-28.
Motilal Oswal Small Cap Fund is classified as a Small Cap fund.
The Assets Under Management (AUM) of Motilal Oswal Small Cap Fund is ₹7,604.53 Cr.
The expense ratio of Motilal Oswal Small Cap Fund is 1.98%.
Motilal Oswal Small Cap Fund is managed by Ankit Agarwal.
The minimum SIP investment for Motilal Oswal Small Cap Fund is ₹500.
The exit load for Motilal Oswal Small Cap Fund is 1%.
As per the SEBI Riskometer, Motilal Oswal Small Cap Fund carries a Very High risk level.
Motilal Oswal Small Cap Fund has delivered 26.97% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Motilal Oswal Small Cap Fund was launched on 2009-12-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
