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Motilal Oswal Small Cap Fund(IDCW)

IDCW
14.940.24% (+0.04)

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Motilal Oswal Small Cap Fund(IDCW)

IDCW
EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,166 Cr
Very High RiskPrinciple investment will be at very high risk
14.940.24% (+0.04)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquitySmall Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,166 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4266.532.29
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2453.151.40

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty Smallcap 250 - TRI

About Small Cap Fund

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquitySmall Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Small Cap Fund(IDCW)———
Nippon India Small Cap Fund(IDCW)18.77%20.71%21.70%
HDFC Small Cap Fund(IDCW-Reinv)14.86%15.78%14.07%
SBI Small Cap Fund(IDCW-Payout)26.83%21.35%21.94%

Price Comparison

Compare Motilal Oswal Small Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Motilal Oswal Small Cap Fund(IDCW) with any MF, ETF, stock or index
Motilal Oswal Small Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity6.87%93.13%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+17 moreLabs & Life Sciences ServicesIndustrial MachineryRetail - SpecialityOthersElectrical Components & Equipments50.60 %6.28 %6.82 %7.65 %14.26 %14.39 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/A12.61%13.64%15.45%14.39%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Va Tech Wabag Ltd
    WABAG
    3M change : 0.56 %

    Holdings

    4.22 %

    0.56 %
  • Vijaya Diagnostic Centre Ltd
    VIJAYA
    3M change : -0.26 %

    Holdings

    3.54 %

    -0.26 %
  • Shaily Engineering Plastics Ltd
    SHAILY
    3M change : -0.03 %

    Holdings

    3.43 %

    -0.03 %

AMC Profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    42

  • Total AUM

    ₹ 83,626.22 Cr.

Fund Manager Profile

Ajay Khandelwal

AUM:  ₹59,486.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Niket Shah

AUM:  ₹44,280.61 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Santosh Singh

AUM:  ₹41,799.94 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Rakesh Shetty

AUM:  ₹69,423.35 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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