Motilal Oswal Small Cap Fund Growth

Motilal Oswal Small Cap Fund Growth

Equity
Small Cap
Very High Risk
1M
6M
1Y
All
NAV: 27 Feb '26
₹13.44
Min. for SIP
Not Supported
Fund size
₹5,510.44 Cr
Expense ratio
1.84%

Holdings (53)

NameSectorInstrumentsAssets
Karur Vysya Bank Ltd.FinancialEquity5.00%
CCL Products (India) Ltd.Consumer StaplesEquity4.49%
Campus Activewear Ltd.Consumer StaplesEquity3.19%
Rubicon Research Ltd.HealthcareEquity3.01%
Dr. Agarwal's Health Care Ltd.HealthcareEquity2.97%
V2 Retail Ltd.ServicesEquity2.65%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.62%
Asahi India Glass Ltd.ConstructionEquity2.56%
VA Tech Wabag Ltd.Capital GoodsEquity2.52%
Pricol Ltd.AutomobileEquity2.40%
Vijaya Diagnostic Centre Ltd.HealthcareEquity2.39%
V-Mart Retail Ltd.ServicesEquity2.35%
Shaily Engineering Plastics Ltd.ChemicalsEquity2.26%
eClerx Services Ltd.ServicesEquity2.25%
Bharat Dynamics Ltd.Capital GoodsEquity2.18%
Apar Industries Ltd.Consumer StaplesEquity2.01%
Aditya Vision Ltd.ServicesEquity2.01%
Varroc Engineering Ltd.AutomobileEquity1.99%
JM Financial Ltd.FinancialEquity1.99%
Styrenix Performance Materials Ltd.ChemicalsEquity1.96%
Five-Star Business Finance Ltd.FinancialEquity1.93%
Sky Gold And Diamonds Ltd.Consumer DiscretionaryEquity1.88%
Rainbow Children's Medicare Ltd.HealthcareEquity1.85%
City Union Bank Ltd.FinancialEquity1.84%
Aegis Vopak Terminals Ltd.EnergyEquity1.82%
Kei Industries Ltd.Capital GoodsEquity1.81%
Gabriel India Ltd.AutomobileEquity1.78%
Chalet Hotels Ltd.ServicesEquity1.65%
PG Electroplast Ltd.Capital GoodsEquity1.64%
DCB Bank Ltd.FinancialEquity1.64%
Birlasoft Ltd.TechnologyEquity1.53%
Thirumalai Chemicals Ltd.ChemicalsEquity1.50%
GE Vernova T&D India LtdCapital GoodsEquity1.49%
Syrma SGS Technology Ltd.Capital GoodsEquity1.46%
Sonata Software Ltd.TechnologyEquity1.43%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.41%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.40%
Central Depository Services (India) Ltd.FinancialEquity1.36%
KEC International Ltd.Capital GoodsEquity1.23%
Triveni Turbine Ltd.ConstructionEquity1.20%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity1.18%
Gokaldas Exports Ltd.TextilesEquity1.13%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.11%
MTAR Technologies Ltd.Capital GoodsEquity1.01%
Premier Energies Ltd.EnergyEquity1.00%
WeWork India Management Ltd.ServicesEquity0.98%
Sagility Ltd.ServicesEquity0.95%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.92%
Rossari Biotech Ltd.ChemicalsEquity0.88%
Jain Resource Recycling Ltd.Metals & MiningEquity0.83%
Transformers And Rectifiers India Ltd.Capital GoodsEquity0.60%
Aditya Infotech Ltd.CommunicationEquity0.17%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.10%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-6.2%-2.6%+10.3%+35.0%
Category average (Equity Small Cap)-----6.3%--
Rank (Equity Small Cap)431320--

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

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Invesco India Smallcap Fund Growth
Invesco India Smallcap Fund Growth
+20.56%+24.51%9,008.55
Nippon India Small Cap Fund Growth
Nippon India Small Cap Fund Growth
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Quant Small Cap Fund Growth
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Franklin India Small Cap Fund Growth
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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 Growth

Motilal Oswal Small Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,36,181 Cr and the Latest NAV as of 27 Feb 2026 is ₹13.44. The Motilal Oswal Small Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹1,36,181.42 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,