| Launch date | 05 Dec 2023 |
| Allotment date | 26 Dec 2023 |
| End date | 19 Dec 2023 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.81%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Swapnil P MayekarNov 2025 - PresentView details
Ajay KhandelwalDec 2023 - PresentView details
Rakesh ShettyDec 2023 - PresentView details
Bhalchandra ShindeJan 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,35,166.52Cr |
| Date of Incorporation | 29 Dec 2009 |
|---|
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. Sunil Sawant is the Current Fund Manager of Motilal Oswal Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 02 Apr 2026 is ₹12.92. 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 benchmark | NIFTY Smallcap 250 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | 4.0% | 29.4% | 20,474.12 |
Invesco India Smallcap Fund Direct Growth | 5 | 3.4% | 22.6% | 9,716.40 |
Nippon India Small Cap Fund Direct Growth | 4 | 0.7% | 19.3% | 67,641.50 |
Quant Small Cap Fund Direct Plan Growth | 4 | -0.6% | 19.1% | 27,653.65 |
Axis Small Cap Fund Direct Growth | 4 | 0.2% | 16.7% | 26,007.72 |