Motilal Oswal Small Cap Fund - Direct - Growth
A Equity Scheme by Motilal Oswal Asset Management Company Limited
1Y Returns (CAGR)
9.02%
Expense Ratio
0.73%
as of 01/02/2026
AUM
₹2,701.35 Cr
Qtr End: Dec 25
NAV
₹13.587
as of 02/03/2026
1Y Returns (CAGR)
9.02%
Expense Ratio
0.73%
as of 01/02/2026
AUM
₹2,701.35 Cr
Qtr End: Dec 25
NAV
₹13.587
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹13.5k
Abs. Returns34.7%
CAGR14.7%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -6.46% | -23.44% | 17.45% |
| 6M | -3.61% | -7.10% | 14.54% |
| 1Y | 9.02% | 9.02% | 15.29% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 05/12/2023
- Fund Age
- 2.2 years
- Minimum Investment
- ₹500
- Fund House
- Motilal Oswal Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Small Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Motilal Oswal Small Cap Fund - Direct - Growth | - | 0.73% | ₹2,701.35 |
| BANDHAN Small Cap Fund - Direct - Growth | 31.36% | 0.48% | ₹7,562.48 |
| Invesco India Smallcap Fund - Direct - Growth | 26.62% | 0.40% | ₹2,230.48 |
| QUANTUM SMALL CAP FUND - Direct - Growth | - | 0.70% | ₹112.31 |
| PGIM India Small Cap Fund - Direct - Growth | 16.31% | 0.57% | ₹158.46 |
| Axis Small Cap Fund - Direct - Growth | 19.22% | 0.59% | ₹15,147.88 |
| DSP Small Cap Fund - Direct - Growth | 21.64% | 0.81% | ₹4,121.73 |