Motilal Oswal Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
1M
6M
1Y
All
NAV: 05 Dec 2025
₹14.34
Rating
NA
Min. SIP amount
₹500
Fund size
₹5,861.86Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (53)

NameSectorInstrumentAssets
HealthcareEquity4.08%
FinancialEquity3.81%
Consumer StaplesEquity3.38%
Consumer StaplesEquity3.00%
ServicesEquity2.77%
ChemicalsEquity2.65%
Capital GoodsEquity2.63%
ServicesEquity2.54%
HealthcareEquity2.51%
ServicesEquity2.41%
Rubicon Research Ltd.
HealthcareEquity2.38%
ChemicalsEquity2.28%
HealthcareEquity2.23%
FinancialEquity2.16%
ConstructionEquity2.15%
AutomobileEquity2.12%
ServicesEquity2.09%
FinancialEquity2.09%
Consumer StaplesEquity2.06%
EnergyEquity2.03%
Consumer DiscretionaryEquity2.00%
Capital GoodsEquity1.96%
Capital GoodsEquity1.94%
AutomobileEquity1.81%
Thirumalai Chemicals Ltd.
ChemicalsEquity1.72%
Capital GoodsEquity1.70%
AutomobileEquity1.66%
EnergyEquity1.63%
TextilesEquity1.59%
ServicesEquity1.58%
FinancialEquity1.55%
FinancialEquity1.53%
ServicesEquity1.50%
EnergyEquity1.47%
Consumer StaplesEquity1.47%
ChemicalsEquity1.44%
Capital GoodsEquity1.42%
Capital GoodsEquity1.28%
FinancialEquity1.26%
Capital GoodsEquity1.24%
ConstructionEquity1.21%
HealthcareEquity1.20%
Capital GoodsEquity1.20%
ServicesEquity1.11%
Consumer DiscretionaryEquity1.03%
ServicesEquity0.94%
ChemicalsEquity0.93%
TechnologyEquity0.80%
Metals & MiningEquity0.74%
AutomobileEquity0.71%
TechnologyEquity0.52%
Capital GoodsEquity0.06%
Cholamandalam Investment and Finance Company Ltd.
FinancialFutures0.03%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns5.7%4.2%0.9%46.3%
Category averageNANA-8.3%NA
Rank with in category4911NA
Understand terms

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
-2.2%30.3%17,380.29
5
-2.1%25.0%9,000.49
4
-7.0%21.6%30,504.39
4
-7.3%20.9%68,969.15
4
-9.1%19.8%13,789.53

Expense ratio, exit load and tax

Expense ratio: 0.67%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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