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Motilal Oswal Small Cap Fund Direct Growth
NAV: 11 Jun '26
₹15.15
Min. for SIP
₹500
Fund size (AUM)
₹6,206.07 Cr
Expense ratio
0.74%
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 (56)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reverse Repo/CBLO | Unspecified | Reverse Repo/CBLO | 6.98% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 4.10% |
| Rubicon Research Ltd. | Healthcare | Equity | 3.83% |
| VA Tech Wabag Ltd | Energy & Utilities | Equity | 3.78% |
| Karur Vysya Bank Ltd | Financial | Equity | 3.64% |
| Aditya Infotech Ltd. | Technology | Equity | 3.23% |
| Dr. Agarwal’S Health Care Ltd. | Healthcare | Equity | 3.06% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 2.83% |
| Campus Activewear Ltd | Consumer Discretionary | Equity | 2.72% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 2.65% |
| Pricol Ltd | Consumer Discretionary | Equity | 2.41% |
| Aditya Vision Ltd | Consumer Discretionary | Equity | 2.35% |
| V2 Retail Ltd | Consumer Discretionary | Equity | 2.23% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 2.17% |
| Sky Gold Ltd | Consumer Discretionary | Equity | 2.13% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 2.03% |
| Asahi India Glass Ltd | Consumer Discretionary | Equity | 2.00% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 1.97% |
| JM Financial Ltd | Financial | Equity | 1.96% |
| Apar Industries Ltd | Diversified | Equity | 1.93% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.91% |
| Syrma SGS Technology Ltd | Technology | Equity | 1.87% |
| MTAR Technologies Ltd | Industrials | Equity | 1.70% |
| Varroc Engineering Ltd | Consumer Discretionary | Equity | 1.66% |
| Aegis Vopak Terminals Ltd. | Energy & Utilities | Equity | 1.53% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.51% |
| Thirumalai Chemicals Ltd | Materials | Equity | 1.49% |
| City Union Bank Ltd | Financial | Equity | 1.48% |
| GE T&D India Ltd | Industrials | Equity | 1.46% |
| DCB Bank Ltd | Financial | Equity | 1.46% |
| PG Electroplast Ltd | Industrials | Equity | 1.45% |
| Triveni Turbine Ltd | Industrials | Equity | 1.44% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.41% |
| Kei Industries Ltd | Industrials | Equity | 1.39% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.33% |
| Bharat Dynamics Ltd | Industrials | Equity | 1.32% |
| eClerx Services Ltd | Technology | Equity | 1.27% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 1.26% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 1.24% |
| Central Depository Services (India) Ltd | Financial | Equity | 1.21% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.20% |
| Century Textiles & Industries Ltd | Materials | Equity | 1.19% |
| Birlasoft Ltd | Technology | Equity | 1.18% |
| Net Receivables | Unspecified | Net Receivables | 1.02% |
| Sonata Software Ltd | Technology | Equity | 1.02% |
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 1.00% |
| KEC International Ltd | Diversified | Equity | 0.92% |
| WeWork India Management Ltd. | Industrials | Equity | 0.83% |
| Jain Resource Recycling Ltd. | Materials | Equity | 0.82% |
| Sagility India Ltd. | Industrials | Equity | 0.70% |
| Rossari Biotech Ltd | Materials | Equity | 0.63% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.63% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 0.53% |
| INEOS Styrolution India Ltd | Materials | Equity | 0.49% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.32% |
| Allied Blenders And Distillers Ltd. | Consumer Staples | Equity | 0.13% |
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 | +16.5% | +8.6% | +10.3% | +55.8% |
| Category average (Equity Small Cap) | -- | -- | -6.3% | -- |
| Rank (Equity Small Cap) | 4 | 7 | 4 | -- |
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) | |
|---|---|---|---|---|
 | +0.24% | +28.08% | 27,219.13 | |
 | +3.76% | +23.21% | 11,717.25 | |
 | +3.94% | +18.62% | 3,562.91 | |
 | -0.29% | +17.94% | 74,604.07 | |
 | -0.20% | +16.06% | 27,363.97 | |
| 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
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 ₹1,43,825 Cr and the Latest NAV as of 11 Jun 2026 is ₹15.15.
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₹1,43,824.90 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,