Motilal Oswal Small Cap Fund Direct - Growth
Motilal Oswal Small Cap Fund Direct - Growth: Mutual Fund Overview
Motilal Oswal Small Cap Fund Direct - Growth is an Small Cap mutual fund with over 2.24 years of performance history. The scheme manages an AUM of ₹5654.94 Cr and has a NAV of ₹12.524. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -1.64%.
Equity, Small Cap, Principal at very high risk
1 Year Return -1.64% at 24 Mar 2026 04:22 PM
Fund Details
NAV 12.524
Sub-Type Small Cap
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 2.24
Fund Size(in Crores) 5654.94
Fund Performance
1 Month -10.42%
3 Month -13.05%
6 Month -13.93%
1 Year -1.64%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (65.32%) Market Cap Large Cap 47.05 Small Cap 12.55 Mid Cap 5.72 Top Sectors Financial 22.91 Energy 7.12 Healthcare 5.82 Metals & Mining 4.3 Automobile 4.12 Consumer Staples 3.93 Technology 3.25 Communication 3.21 Construction 2.84 Materials 2.46 Capital Goods 2.32 Consumer Discretionary 1.56 Services 1.48 Top Holding National Aluminium Company 0.72 Mahanagar Gas 0.65 Axis Bank 1.18 ICICI Bank 3.24 CESC 0.89 Reliance Industries 2.29 Tata Steel 1.82 Rubicon Research 0.84 HDFC Bank 7.81 Sun Pharmaceutical Industries 0.94 Power Grid Corporation Of India 0.76 Petronet LNG 1.3 Abbott India 0.75 Hero Motocorp 0.77 Indus Towers 1.87 Maharashtra Scooters 0.5 Sanofi Consumer Healthcare India 0.53 Ujjivan Small Finance Bank 0.66 CRISIL 0.38 Mahindra & Mahindra 0.75 NTPC 1.23 Divi's Laboratories 1 360 One Wam 0.69 Ingersoll-Rand 0.13 Kwality Wall's (India) 0.02 Cummins India 1.08 JK Tyre & Industries 0.17 Crompton Greaves Con. Electricals 0.53 Glaxosmithkline Pharma 1.13 Infosys 2.07 Vedanta 1.76 eClerx Services 0.44 Marico 0.33 Bank Nifty 2.8 Pricol 0.29 Aurobindo Pharma 0.63 Godrej Consumer 1.53 Bharti Airtel 1.34 The Federal Bank 0.17 Maruti Suzuki India 0.73 Hindustan Unilever 1.38 Eicher Motors 0.91 Aditya Birla AMC 0.99 Whirlpool Of India 1.03 ICRA 0.66 HCL Technologies 1.18 Larsen & Toubro 2.84 Shriram Finance 0.31 Asian Paints 0.94 State Bank of India 3.88 Manappuram Finance 0.79 Emami 0.67 Indian Bank 0.39 Graphite India 1.11 Ultratech Cement 1.52
Debt & Others (34.68%) Sector Allocation Mutual Fund 22.95 Non Convertible Debenture 4.27 Real Estate Investment Trusts 3.01 Debt Credit Ratings Cash & Call Money 4.72 AAA 4.05 A1+ 2.51 AA+ 1.44 SOV 0.56 Debt Category Mindspace Business Parks REIT 1.1 Muthoot Finance 1.44 Embassy Office Parks REIT 1.91 Bajaj Finserv Banking and PSU Direct-G 1.82
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - Growth Ret 1M -3.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Payout Ret 1M -3.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Multi Asset Allocation Fund Regular - IDCW Reinvestment Ret 1M -3.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-Growth Ret 1M -10.97% Ret 1Y 9.64% Ret 3Y 15.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Ret 1M -10.97% Ret 1Y 9.64% Ret 3Y 15.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi Asset Allocation Fund Regular-IDCW Reinvestment Ret 1M -10.97% Ret 1Y 9.64% Ret 3Y 15.31% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-Growth Ret 1M -6.79% Ret 1Y 12.48% Ret 3Y 17.6% Ret 5Y 13.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Ret 1M -6.79% Ret 1Y 12.48% Ret 3Y 17.6% Ret 5Y 13.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Asset Omni FoF Regular-IDCW Payout Ret 1M -6.79% Ret 1Y 12.48% Ret 3Y 17.6% Ret 5Y 13.15%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-Growth Ret 1M -7.12% Ret 1Y 10.19% Ret 3Y 17.5% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Multi - Asset Passive FoF Regular-IDCW Ret 1M -7.12% Ret 1Y 10.19% Ret 3Y 17.5% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.81%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Swapnil P Mayekar
Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Rakesh Shetty
Education Mr. Shetty has done B.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Ajay Khandelwal
Education Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Niket Shah
Education Mr. Shah is a MBA in Finance
Experience Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Santosh Singh
Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
Bhalchandra Shinde
Education Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Sunil Sawant
Education Mr. Sawant has done M.Com
Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 19
Date of Incorporation 2023-12-26
Total AUM 135166.52
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Motilal Oswal Small Cap Fund Direct - Growth FAQs
How to invest in Motilal Oswal Small Cap Fund Direct - Growth?
Investing in Motilal Oswal Small Cap Fund Direct - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Motilal Oswal Small Cap Fund Direct - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Motilal Oswal Small Cap Fund Direct - Growth?
The term expense ratio for Motilal Oswal Small Cap Fund Direct - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Motilal Oswal Small Cap Fund Direct - Growth is 0.81% as of 24 Mar 2026.
What is the NAV of Motilal Oswal Small Cap Fund Direct - Growth?
The NAV of Motilal Oswal Small Cap Fund Direct - Growth is ₹12.524 as of 24 Mar 2026.
What is the AUM of Motilal Oswal Small Cap Fund Direct - Growth?
The AUM (Assets Under Management) of Motilal Oswal Small Cap Fund Direct - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Motilal Oswal Small Cap Fund Direct - Growth is ₹5654.94 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Motilal Oswal Small Cap Fund Direct - Growth?
The PE ratio of Motilal Oswal Small Cap Fund Direct - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Motilal Oswal Small Cap Fund Direct - Growth?
Yes, you can invest in Motilal Oswal Small Cap Fund Direct - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Motilal Oswal Small Cap Fund Direct - Growth in the last 5 years?
The return of Motilal Oswal Small Cap Fund Direct - Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Motilal Oswal Small Cap Fund Direct - Growth?
The minimum SIP investment in Motilal Oswal Small Cap Fund Direct - Growth depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Small Cap Fund Direct - Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Motilal Oswal Small Cap Fund Direct - Growth?
The NAV of Motilal Oswal Small Cap Fund Direct - Growth, as of 24 Mar 2026, is ₹12.524.
Who manages the Motilal Oswal Small Cap Fund Direct - Growth?
The fund managers responsible for Motilal Oswal Small Cap Fund Direct - Growth are:
- Swapnil P Mayekar
- Rakesh Shetty
- Ajay Khandelwal
- Niket Shah
- Santosh Singh
- Bhalchandra Shinde
- Sunil Sawant