Motilal Oswal Small Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Small Cap funds is 118.22% .
The largest portfolio holding is RUBICON RESEARCH LTD with a portfolio weight of 4.43% .
The fund currently owns more than 63 stocks.
The top 10 holdings account for 31.70% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 39.92% | 0.08% |
| 2 Year Return | N/A | 17.32% |
| 3 Year Return | N/A | 49.36% |
| 4 Year Return | N/A | 81.21% |
| 5 Year Return | N/A | 118.22% |
| 6 Year Return | N/A | 190.34% |
| 7 Year Return | N/A | 216.58% |
| Expense Ratio | 0.56% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Pharmaceuticals |
4.43%
|
|
| 2 | Utilities |
4.03%
|
|
| 3 | Financials |
3.48%
|
|
| 4 | Consumer Staples |
3.36%
|
|
| 5 | IT Equipments & Peripherals |
3.25%
|
|
| 6 | Hospitals & Medical Services |
2.82%
|
|
| 7 | Hospitals & Medical Services |
2.71%
|
|
| 8 |
2.69%
|
||
| 9 | Plastics - Plastic & Plastic Products |
2.47%
|
|
| 10 | Consumer Discretionary |
2.46%
|
|
| 11 | Consumer Discretionary |
2.38%
|
|
| 12 | Hospitals & Medical Services |
2.36%
|
AMC: MOTILALOSWAL
Category: Equity • Small Cap
Launch Date: 05 Dec 2023
Fund Manager: Mr. Ajay Khandelwal
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Small Cap Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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