Motilal Oswal Small Cap Fund Direct Growth

Motilal Oswal Small Cap Fund Direct Growth

1M
6M
1Y
All
NAV: 20 Mar '26
₹12.94
Min. for SIP
₹500
Fund size
₹5,654.94 Cr
Expense ratio
0.77%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹13,949
-7.01%
6 months₹30,000₹26,829
-10.57%
1 year₹60,000₹57,071
-4.88%

Holdings (58)

NameSectorInstrumentsAssets
CCL Products (India) Ltd.Consumer StaplesEquity4.44%
Karur Vysya Bank Ltd.FinancialEquity4.32%
Rubicon Research Ltd.HealthcareEquity3.26%
Dr. Agarwal's Health Care Ltd.HealthcareEquity3.18%
Aditya Infotech Ltd.CommunicationEquity3.10%
VA Tech Wabag Ltd.Capital GoodsEquity3.03%
Campus Activewear Ltd.Consumer StaplesEquity2.88%
V2 Retail Ltd.ServicesEquity2.67%
Pricol Ltd.AutomobileEquity2.62%
Vijaya Diagnostic Centre Ltd.HealthcareEquity2.56%
Apar Industries Ltd.Consumer StaplesEquity2.36%
Asahi India Glass Ltd.ConstructionEquity2.28%
Shaily Engineering Plastics Ltd.ChemicalsEquity2.24%
Sky Gold And Diamonds Ltd.Consumer DiscretionaryEquity2.18%
V-Mart Retail Ltd.ServicesEquity2.15%
Aditya Vision Ltd.ServicesEquity2.06%
PG Electroplast Ltd.Capital GoodsEquity1.99%
JM Financial Ltd.FinancialEquity1.95%
Kei Industries Ltd.Capital GoodsEquity1.94%
Gabriel India Ltd.AutomobileEquity1.92%
Rainbow Children's Medicare Ltd.HealthcareEquity1.92%
Styrenix Performance Materials Ltd.ChemicalsEquity1.91%
Varroc Engineering Ltd.AutomobileEquity1.85%
Aegis Vopak Terminals Ltd.EnergyEquity1.78%
Five-Star Business Finance Ltd.FinancialEquity1.76%
City Union Bank Ltd.FinancialEquity1.70%
GE Vernova T&D India LtdCapital GoodsEquity1.63%
Syrma SGS Technology Ltd.Capital GoodsEquity1.61%
Bharat Dynamics Ltd.Capital GoodsEquity1.56%
eClerx Services Ltd.ServicesEquity1.55%
DCB Bank Ltd.FinancialEquity1.51%
Chalet Hotels Ltd.ServicesEquity1.51%
Thirumalai Chemicals Ltd.ChemicalsEquity1.45%
Birlasoft Ltd.TechnologyEquity1.37%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.36%
Triveni Turbine Ltd.ConstructionEquity1.34%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.33%
MTAR Technologies Ltd.Capital GoodsEquity1.32%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.29%
Central Depository Services (India) Ltd.FinancialEquity1.28%
Gokaldas Exports Ltd.TextilesEquity1.21%
Sonata Software Ltd.TechnologyEquity1.18%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.14%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity1.09%
KEC International Ltd.Capital GoodsEquity1.05%
Onesource Specialty Pharma Ltd.HealthcareEquity0.95%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.90%
WeWork India Management Ltd.ServicesEquity0.83%
Jain Resource Recycling Ltd.Metals & MiningEquity0.78%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.76%
Rossari Biotech Ltd.ChemicalsEquity0.75%
Sagility Ltd.ServicesEquity0.73%
Hexaware Technologies Ltd.TechnologyEquity0.50%
Supreme Industries Ltd.ChemicalsEquity0.43%
Netweb Technologies India Ltd.TechnologyEquity0.34%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.10%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.09%
Avalon Technologies Ltd.Capital GoodsEquity0.09%
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
Name3M6M1YAll
Fund returns-10.0%-10.0%+6.4%+28.3%
Category average (Equity Small Cap)-----6.3%--
Rank (Equity Small Cap)191317--

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

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 20 Mar 2026 is ₹12.94. 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,