Motilal Oswal Small Cap Fund Direct Growth

Motilal Oswal Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
1M
6M
1Y
All
NAV: 16 Jan '26
₹13.73
Min. SIP amount
₹500
Fund size
₹5,837.46 Cr
Expense ratio
0.67%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,071
-4.88%

Holdings (52)

NameSectorInstrumentsAssets
Dr. Agarwal's Health Care Ltd.HealthcareEquity4.28%
Karur Vysya Bank Ltd.FinancialEquity4.10%
CCL Products (India) Ltd.Consumer StaplesEquity4.08%
Campus Activewear Ltd.Consumer StaplesEquity3.08%
V2 Retail Ltd.ServicesEquity3.01%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.75%
Rubicon Research Ltd.HealthcareEquity2.69%
VA Tech Wabag Ltd.Capital GoodsEquity2.60%
Pricol Ltd.AutomobileEquity2.56%
Shaily Engineering Plastics Ltd.ChemicalsEquity2.52%
Vijaya Diagnostic Centre Ltd.HealthcareEquity2.47%
Asahi India Glass Ltd.ConstructionEquity2.41%
V-Mart Retail Ltd.ServicesEquity2.32%
eClerx Services Ltd.ServicesEquity2.12%
Five-Star Business Finance Ltd.FinancialEquity2.12%
JM Financial Ltd.FinancialEquity2.07%
Apar Industries Ltd.Consumer StaplesEquity1.98%
Sky Gold And Diamonds Ltd.Consumer DiscretionaryEquity1.97%
Bharat Dynamics Ltd.Capital GoodsEquity1.92%
Rainbow Children's Medicare Ltd.HealthcareEquity1.90%
Styrenix Performance Materials Ltd.ChemicalsEquity1.90%
Kei Industries Ltd.Capital GoodsEquity1.88%
Aditya Vision Ltd.ServicesEquity1.80%
Varroc Engineering Ltd.AutomobileEquity1.80%
Gabriel India Ltd.AutomobileEquity1.74%
Aegis Vopak Terminals Ltd.EnergyEquity1.74%
City Union Bank Ltd.FinancialEquity1.67%
Thirumalai Chemicals Ltd.ChemicalsEquity1.65%
Chalet Hotels Ltd.ServicesEquity1.55%
GE Vernova T&D India LtdCapital GoodsEquity1.52%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.46%
PG Electroplast Ltd.Capital GoodsEquity1.43%
Sonata Software Ltd.TechnologyEquity1.42%
Central Depository Services (India) Ltd.FinancialEquity1.40%
Gokaldas Exports Ltd.TextilesEquity1.40%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.38%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity1.36%
DCB Bank Ltd.FinancialEquity1.31%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.31%
KEC International Ltd.Capital GoodsEquity1.28%
Birlasoft Ltd.TechnologyEquity1.26%
Triveni Turbine Ltd.ConstructionEquity1.22%
Syrma SGS Technology Ltd.Capital GoodsEquity1.22%
Premier Energies Ltd.EnergyEquity1.10%
WeWork India Management Ltd.ServicesEquity1.04%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.98%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.96%
Sagility Ltd.ServicesEquity0.93%
Rossari Biotech Ltd.ChemicalsEquity0.85%
Jain Resource Recycling Ltd.Metals & MiningEquity0.80%
MTAR Technologies Ltd.Capital GoodsEquity0.74%
Aditya Infotech Ltd.CommunicationEquity0.16%
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-6.4%-5.7%-3.7%+37.3%
Category average (Equity Small Cap)-----6.3%--
Rank (Equity Small Cap)431435--

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

NS
Niket Shah
Dec 2023 - Present
View details

Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

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

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 ₹1,37,515 Cr and the Latest NAV as of 16 Jan 2026 is ₹13.73. 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₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
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,