Motilal Oswal Small Cap Fund Regular IDCW

Equity
Small Cap
Very High Risk
1M
6M
All
NAV: 06 Sep 2024₹13.51
Min. SIP amountNot Supported
RatingNA
Fund size₹2,141.03Cr

Return calculator

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

Returns and rankings

Category: Equity Small Cap
Absolute returns
1M3M6MAll
Fund returns4.8%20.6%28.6%34.7%
Category averageNANANANA
Rank with in categoryNA34NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
Capital GoodsEquity4.45%
HealthcareEquity4.15%
Consumer DiscretionaryEquity3.89%
ConstructionEquity3.80%
Consumer DiscretionaryEquity3.74%
FinancialEquity3.70%
ConstructionEquity3.36%
AutomobileEquity3.23%
ServicesEquity3.09%
HealthcareEquity3.05%
See All

Expense ratio, exit load and tax

Expense ratio: 1.97%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 year.

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

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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