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Motilal Oswal Small Cap Fund Direct Growth
NAV: 31 Aug '26
₹17.79
Min. for SIP
₹500
Fund size (AUM)
₹7,604.53 Cr
Expense ratio
0.85%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,991 | +6.61% | |
| 6 months | ₹30,000 | ₹32,091 | +6.97% | |
| 1 year | ₹60,000 | ₹63,791 | +6.32% |
Holdings (63)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Rubicon Research Ltd. | Healthcare | Equity | 4.43% |
| VA Tech Wabag Ltd | Energy & Utilities | Equity | 4.03% |
| Karur Vysya Bank Ltd | Financial | Equity | 3.48% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 3.36% |
| Aditya Infotech Ltd. | Technology | Equity | 3.25% |
| Dr. Agarwal’S Health Care Ltd. | Healthcare | Equity | 2.82% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 2.71% |
| Repo | Unspecified | Repo | 2.69% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 2.47% |
| Sky Gold Ltd | Consumer Discretionary | Equity | 2.46% |
| Pricol Ltd | Consumer Discretionary | Equity | 2.38% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 2.36% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 2.22% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.20% |
| Campus Activewear Ltd | Consumer Discretionary | Equity | 2.10% |
| Syrma SGS Technology Ltd | Technology | Equity | 2.10% |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | Equity | 1.98% |
| Asahi India Glass Ltd | Consumer Discretionary | Equity | 1.96% |
| eClerx Services Ltd | Technology | Equity | 1.82% |
| V2 Retail Ltd | Consumer Discretionary | Equity | 1.80% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.75% |
| Aditya Vision Ltd | Consumer Discretionary | Equity | 1.69% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 1.68% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 1.64% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 1.59% |
| Varroc Engineering Ltd | Consumer Discretionary | Equity | 1.53% |
| PG Electroplast Ltd | Industrials | Equity | 1.53% |
| Apar Industries Ltd | Diversified | Equity | 1.48% |
| Zomato Ltd | Technology | Equity | 1.48% |
| JM Financial Ltd | Financial | Equity | 1.47% |
| Central Depository Services (India) Ltd | Financial | Equity | 1.47% |
| Meesho Ltd. | Consumer Discretionary | Equity | 1.45% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.44% |
| DCB Bank Ltd | Financial | Equity | 1.42% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 1.33% |
| KEC International Ltd | Diversified | Equity | 1.31% |
| Triveni Turbine Ltd | Industrials | Equity | 1.28% |
| City Union Bank Ltd | Financial | Equity | 1.28% |
| Century Textiles & Industries Ltd | Materials | Equity | 1.27% |
| MTAR Technologies Ltd | Industrials | Equity | 1.17% |
| Kei Industries Ltd | Industrials | Equity | 1.16% |
| Thirumalai Chemicals Ltd | Materials | Equity | 1.14% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.12% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 1.12% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 1.10% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.07% |
| Sonata Software Ltd | Technology | Equity | 1.05% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.00% |
| Lohia Corp Ltd. | Materials | Equity | 1.00% |
| WeWork India Management Ltd. | Industrials | Equity | 0.93% |
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 0.84% |
| Birlasoft Ltd | Technology | Equity | 0.79% |
| GE T&D India Ltd | Industrials | Equity | 0.73% |
| INDO-MIM Ltd. | Industrials | Equity | 0.72% |
| Zensar Technologies Ltd | Technology | Equity | 0.61% |
| Sagility India Ltd. | Industrials | Equity | 0.60% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.60% |
| Rossari Biotech Ltd | Materials | Equity | 0.52% |
| Jain Resource Recycling Ltd. | Materials | Equity | 0.51% |
| Kusumgar Ltd. | Consumer Discretionary | Equity | 0.51% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 0.44% |
| INEOS Styrolution India Ltd | Materials | Equity | 0.35% |
| Net Receivables | Unspecified | Net Receivables | 0.21% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +15.8% | +28.4% | +28.4% | +77.8% |
| Category average (Equity Small Cap) | -- | -- | -6.3% | -- |
| Rank (Equity Small Cap) | 2 | 3 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +16.92% | +26.00% | 31,103.03 | |
 | +21.38% | +23.95% | 14,474.79 | |
 | +28.67% | +18.41% | 2,401.95 | |
 | +21.00% | +18.19% | 3,922.31 | |
 | +14.17% | +16.32% | 78,956.77 | |
| Compare | ||||
Fund management
BSBhalchandra ShindeJan 2026 - PresentView details
BS
Bhalchandra Shinde
Jan 2026 - Present
View details
RSRakesh ShettyDec 2023 - PresentView details
RS
Rakesh Shetty
Dec 2023 - Present
View details
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
AKAjay KhandelwalDec 2023 - PresentView details
AK
Ajay Khandelwal
Dec 2023 - Present
View details
VSVarun SharmaJul 2026 - PresentView details
VS
Varun Sharma
Jul 2026 - Present
View details
AAAnkit AgarwalAug 2026 - PresentView details
AA
Ankit Agarwal
Aug 2026 - Present
View details
About Motilal Oswal Small Cap Fund Direct Growth
Motilal Oswal Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Bhalchandra Shinde is the Current Fund Manager of Motilal Oswal Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,55,306 Cr and the Latest NAV as of 31 Aug 2026 is ₹17.79.
The Motilal Oswal Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days.
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Investment Objective
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)#19 in India
Total AUM₹1,55,305.63 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,