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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
All
NAV: 26 Dec 2025
₹14.35
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 (54)
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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
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 1.4% | 0.3% | -4.1% | 43.5% |
| Category average | NA | NA | -5.4% | NA |
| Rank with in category | 14 | 7 | 23 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Small Cap Fund Direct IDCW | 3 | -11.0% | 20.4% | 16,202.83 |
LIC MF Small Cap Fund Direct IDCW | 2 | -12.2% | 19.1% | 618.96 |
PGIM India Small Cap Fund Direct IDCW | 1 | 1.6% | 16.3% | 1,597.59 |
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%.
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Check past data
Fund management
Swapnil P MayekarNov 2025 - PresentView details
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
NAWebsite
www.motilaloswalmf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Motilal Oswal Small Cap Fund Direct IDCW
VS
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