Motilal Oswal Small Cap Fund Direct Growth

Motilal Oswal Small Cap Fund Direct Growth

1M
6M
1Y
All
NAV: 10 Apr '26
₹13.80
Min. for SIP
₹500
Fund size (AUM)
₹5,177.86 Cr
Expense ratio
0.81%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,805
-1.30%
6 months₹30,000₹28,273
-5.76%
1 year₹60,000₹56,577
-5.71%

Holdings (58)

NameSectorInstrumentsAssets
CCL Products (India) Ltd.Consumer StaplesEquity4.60%
Karur Vysya Bank Ltd.FinancialEquity4.30%
Rubicon Research Ltd.HealthcareEquity3.78%
Dr. Agarwal's Health Care Ltd.HealthcareEquity3.31%
VA Tech Wabag Ltd.Capital GoodsEquity3.29%
Aditya Infotech Ltd.CommunicationEquity3.24%
V2 Retail Ltd.ServicesEquity2.89%
Campus Activewear Ltd.Consumer StaplesEquity2.87%
Shaily Engineering Plastics Ltd.ChemicalsEquity2.62%
Vijaya Diagnostic Centre Ltd.HealthcareEquity2.56%
Pricol Ltd.AutomobileEquity2.53%
Aditya Vision Ltd.ServicesEquity2.45%
Rainbow Children's Medicare Ltd.HealthcareEquity2.31%
Apar Industries Ltd.Consumer StaplesEquity2.27%
Asahi India Glass Ltd.ConstructionEquity2.22%
Sky Gold And Diamonds Ltd.Consumer DiscretionaryEquity2.19%
V-Mart Retail Ltd.ServicesEquity2.16%
Gabriel India Ltd.AutomobileEquity1.93%
JM Financial Ltd.FinancialEquity1.92%
Syrma SGS Technology Ltd.Capital GoodsEquity1.75%
Varroc Engineering Ltd.AutomobileEquity1.74%
PG Electroplast Ltd.Capital GoodsEquity1.74%
Five-Star Business Finance Ltd.FinancialEquity1.69%
GE Vernova T&D India LtdCapital GoodsEquity1.68%
City Union Bank Ltd.FinancialEquity1.57%
Kei Industries Ltd.Capital GoodsEquity1.52%
DCB Bank Ltd.FinancialEquity1.49%
Aegis Vopak Terminals Ltd.EnergyEquity1.48%
Chalet Hotels Ltd.ServicesEquity1.48%
Bharat Dynamics Ltd.Capital GoodsEquity1.48%
eClerx Services Ltd.ServicesEquity1.48%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.46%
Thirumalai Chemicals Ltd.ChemicalsEquity1.42%
Triveni Turbine Ltd.ConstructionEquity1.32%
Central Depository Services (India) Ltd.FinancialEquity1.28%
Birlasoft Ltd.TechnologyEquity1.28%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.24%
Gokaldas Exports Ltd.TextilesEquity1.23%
Onesource Specialty Pharma Ltd.HealthcareEquity1.13%
MTAR Technologies Ltd.Capital GoodsEquity1.11%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity1.08%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.08%
Sonata Software Ltd.TechnologyEquity1.01%
Jain Resource Recycling Ltd.Metals & MiningEquity0.99%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.98%
WeWork India Management Ltd.ServicesEquity0.83%
Sagility Ltd.ServicesEquity0.81%
KEC International Ltd.Capital GoodsEquity0.80%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.68%
Rossari Biotech Ltd.ChemicalsEquity0.63%
Hexaware Technologies Ltd.TechnologyEquity0.59%
Radico Khaitan Ltd.Consumer StaplesEquity0.55%
Styrenix Performance Materials Ltd.ChemicalsEquity0.51%
Supreme Industries Ltd.ChemicalsEquity0.44%
Netweb Technologies India Ltd.TechnologyEquity0.30%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.09%
Avalon Technologies Ltd.Capital GoodsEquity0.09%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.08%
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
Name3M6M1YAll
Fund returns-10.2%-9.0%+1.3%+29.2%
Category average (Equity Small Cap)-----6.3%--
Rank (Equity Small Cap)91914--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

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Invesco India Smallcap Fund Direct Growth
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Nippon India Small Cap Fund Direct Growth
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Quant Small Cap Fund Direct Plan Growth
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Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

RS
Rakesh Shetty
Dec 2023 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

BS
Bhalchandra Shinde
Jan 2026 - Present
View details

Education
Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience
Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking

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. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 10 Apr 2026 is ₹13.80. 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. ;

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₹1,35,166.52 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,