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Motilal Oswal Small Cap Fund Direct Growth
NAV: 21 Jul '26
₹17.03
Min. for SIP
₹500
Fund size (AUM)
₹7,179.39 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 | ₹15,807 | +5.38% | |
| 6 months | ₹30,000 | ₹34,398 | +14.66% | |
| 1 year | ₹60,000 | ₹69,929 | +16.55% |
Holdings (60)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reverse Repo/CBLO | Unspecified | Reverse Repo/CBLO | 4.68% |
| Rubicon Research Ltd. | Healthcare | Equity | 4.41% |
| VA Tech Wabag Ltd | Energy & Utilities | Equity | 4.29% |
| Aditya Infotech Ltd. | Technology | Equity | 3.88% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 3.64% |
| Karur Vysya Bank Ltd | Financial | Equity | 3.45% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 3.04% |
| Dr. Agarwal’S Health Care Ltd. | Healthcare | Equity | 2.96% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 2.62% |
| Syrma SGS Technology Ltd | Technology | Equity | 2.48% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 2.44% |
| Pricol Ltd | Consumer Discretionary | Equity | 2.35% |
| Campus Activewear Ltd | Consumer Discretionary | Equity | 2.32% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 2.27% |
| Sky Gold Ltd | Consumer Discretionary | Equity | 2.16% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.02% |
| Asahi India Glass Ltd | Consumer Discretionary | Equity | 2.01% |
| V2 Retail Ltd | Consumer Discretionary | Equity | 1.98% |
| Aditya Vision Ltd | Consumer Discretionary | Equity | 1.96% |
| Apar Industries Ltd | Diversified | Equity | 1.95% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 1.91% |
| Varroc Engineering Ltd | Consumer Discretionary | Equity | 1.77% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 1.74% |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | Equity | 1.70% |
| Meesho Ltd. | Consumer Discretionary | Equity | 1.62% |
| MTAR Technologies Ltd | Industrials | Equity | 1.57% |
| Triveni Turbine Ltd | Industrials | Equity | 1.55% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.53% |
| JM Financial Ltd | Financial | Equity | 1.52% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 1.41% |
| DCB Bank Ltd | Financial | Equity | 1.40% |
| Zomato Ltd | Technology | Equity | 1.37% |
| City Union Bank Ltd | Financial | Equity | 1.37% |
| Kei Industries Ltd | Industrials | Equity | 1.33% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 1.27% |
| PG Electroplast Ltd | Industrials | Equity | 1.22% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.18% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 1.17% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.15% |
| Century Textiles & Industries Ltd | Materials | Equity | 1.15% |
| KEC International Ltd | Diversified | Equity | 1.14% |
| Thirumalai Chemicals Ltd | Materials | Equity | 1.12% |
| eClerx Services Ltd | Technology | Equity | 1.11% |
| Central Depository Services (India) Ltd | Financial | Equity | 1.07% |
| Sonata Software Ltd | Technology | Equity | 0.92% |
| WeWork India Management Ltd. | Industrials | Equity | 0.91% |
| GE T&D India Ltd | Industrials | Equity | 0.88% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 0.87% |
| Birlasoft Ltd | Technology | Equity | 0.79% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.78% |
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 0.71% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.66% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.65% |
| Rossari Biotech Ltd | Materials | Equity | 0.57% |
| Sagility India Ltd. | Industrials | Equity | 0.57% |
| Jain Resource Recycling Ltd. | Materials | Equity | 0.54% |
| INEOS Styrolution India Ltd | Materials | Equity | 0.43% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.19% |
| Allied Blenders And Distillers Ltd. | Consumer Staples | Equity | 0.14% |
| Net Receivables | Unspecified | Net Receivables | 0.09% |
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 | +16.7% | +22.7% | +15.0% | +68.4% |
| Category average (Equity Small Cap) | -- | -- | -6.3% | -- |
| Rank (Equity Small Cap) | 3 | 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) | |
|---|---|---|---|---|
 | +6.20% | +28.03% | 28,466.18 | |
 | +10.56% | +24.22% | 13,384.88 | |
 | +10.02% | +19.00% | 3,871.80 | |
 | +4.30% | +17.68% | 78,407.03 | |
 | +5.45% | +17.20% | 29,393.79 | |
| 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
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 ₹1,50,688 Cr and the Latest NAV as of 21 Jul 2026 is ₹17.03.
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₹1,50,688.38 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,