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Mutual FundsMotilal Oswal Small Cap Fund Direct - Growth

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Motilal Oswal Small Cap Fund Direct - Growth

EquitySmall Cap Fund

1 Year Returns

11.85%profit

NAV (₹) on 04 Mar 2026

13.2705

1 Day NAV Change (₹)

-0.3169
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Motilal Oswal Small Cap Fund Direct - Growth is a Equity mutual fund scheme launched on 26 Dec 2023. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹500.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.40 L

11.85%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 39,942 (6.66%)

Maturity Value

₹ 6,39,942

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

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Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹5,510.44 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 15.0019

Min. SIP Amount

₹ 500.00

Min. Lumpsum Amount

₹ 500.00

AUM (in Cr.)

₹ 5,510.44

Expense Ratio

0.73%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 11.9744

Inception Date

26 Dec 2023

Fund Age

2 Yrs

Benchmark

Nifty Smallcap 250 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit load of 1%, if redeemed within 365 days.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Swapnil Mayekar

Name

Swapnil Mayekar

Qualification

M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai

Ajay Khandelwal

Name

Ajay Khandelwal

Qualification

MBA, Bachelor of Engineering

Rakesh Shetty

Name

Rakesh Shetty

Qualification

Bachelors of Commerce

Bhalchandra Shinde

Name

Bhalchandra Shinde

Qualification

M.M.S Finance & B.E. Mech

Fund Objective

To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Motilal Oswal Mutual Fund

Funds Managed

48

Assets Managed (₹ Cr)

₹ 1,10,772.80

Contact Details

telephone 022-40548002 / 8108622222

Registered Address

locate

Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025

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FAQs

Motilal Oswal Small Cap Fund was launched on 26 Dec 2023.
The current NAV of Motilal Oswal Small Cap Fund is ₹13.2705 as of 04 Mar 2026.
The latest value of AUM of Motilal Oswal Small Cap Fund is ₹5,510.44 crores as of 04 Mar 2026.
The return on investment of Motilal Oswal Small Cap Fund is:
  • In the past 1Y: 11.85%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Motilal Oswal Small Cap Fund is 0.73%.
The exit load of Motilal Oswal Small Cap Fund is as follows:
Exit load of 1%, if redeemed within 365 days.
The portfolio of Motilal Oswal Small Cap Fund includes:
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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Motilal Oswal Small Cap Fund is Very High.
The fund manager of Motilal Oswal Small Cap Fund is Swapnil Mayekar, Ajay Khandelwal, Rakesh Shetty, Bhalchandra Shinde.
If you wish to invest in Motilal Oswal Small Cap Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹500.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Motilal Oswal Small Cap Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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