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Mutual Funds

Motilal Oswal Small Cap Fund

Mo

Motilal Oswal Small Cap Fund

Small CapRank #5
Not Rated

NAV (2026-07-14)

16.3

AUM

₹7,179.39 Cr

Exp. Ratio: 1.98%

RISK LEVEL

Very High

Returns & Performance

1 Year15.24%10.34% vs cat avgRank #3
3 Year----
5 Year----
Since Launch21.11%--

Fund vs Category Average

1Y
15.24%+10.34%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Top-5 ranked in category for 1Y (#3)
Overall top-10 rank in category (#5)

Cons

3Y returns below category average
Higher expense ratio (1.98%)
ISININF247L01BV9
NAV₹16.3
NAV Date2026-07-14
AUM₹7,179.39 Cr
Expense Ratio1.98%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29

INVESTMENT OBJECTIVE

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%.

Varun Sharma

Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Top Holdings

Holdings data not available for this scheme