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Motilal Oswal Small Cap Fund

An open ended equity scheme predominantly investing in small cap stocks

  • investedProple:5,48,703

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_SC.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      • 1% - If redeemed on or before 1 year from the date of allotment.
      • Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF.
      • No Load shall be imposed for switching between Options within the Scheme.
      • Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • nfoStartDate: 05-Dec-2023

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO44458

    • dateOfAllotment: 2023-12-26

    • schemeName: Motilal Oswal Small Cap Fund

    • nfoEndDate: 19-Dec-2023

    • exitLoadShort: 1% < 1 year

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: SC

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:small-cap
    • 2: motilal-oswal-amc:active

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01BY3
      • amfi_schcode: 152237
      • cmt_schcode: 44461

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01BV9
      • amfi_schcode: 152232
      • cmt_schcode: 44458

    • 2:

      • sixth_char_name: R
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • groupedName: Regular IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • sixth_char_name: R
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • groupedName: Regular IDCW Reinvestment
      • optionCode: R
      • optionName: IDCW Reinvestment
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01BX5
      • amfi_schcode: 152234
      • cmt_schcode: 44459

    • 4:

      • sixth_char_name: D
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • groupedName: Direct IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • sixth_char_name: D
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • groupedName: Direct IDCW Reinvestment
      • optionCode: D
      • optionName: IDCW Reinvestment
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • nav:

    • 0:

      • latnav: 13.4405
      • optioncode: D
      • plancode: DP
      • prodcode: SCDP
      • recdt: 01-Apr-2026
      • navchng: 0.35
      • navchngper: 2.83

    • 1:

      • latnav: 13.4405
      • optioncode: R
      • plancode: DP
      • prodcode: SCDP
      • nav_date: 01-Apr-2026
      • nav_amount: 12.5285
      • recdt: 01-Apr-2026
      • navchng: 0.35
      • navchngper: 2.83

    • 2:

      • latnav: 13.8443
      • optioncode: G
      • plancode: GD
      • prodcode: SCGD
      • nav_date: 01-Apr-2026
      • nav_amount: 12.9172
      • recdt: 01-Apr-2026
      • navchng: 0.36
      • navchngper: 2.83

    • 3:

      • latnav: 13.4403
      • optioncode: G
      • plancode: GP
      • prodcode: SCGP
      • nav_date: 01-Apr-2026
      • nav_amount: 12.5283
      • recdt: 01-Apr-2026
      • navchng: 0.35
      • navchngper: 2.83

    • 4:

      • latnav: 13.8443
      • optioncode: D
      • plancode: PD
      • prodcode: SCPD
      • recdt: 01-Apr-2026
      • navchng: 0.36
      • navchngper: 2.83

    • 5:

      • latnav: 13.8443
      • optioncode: R
      • plancode: PD
      • prodcode: SCPD
      • nav_date: 01-Apr-2026
      • nav_amount: 12.9172
      • recdt: 01-Apr-2026
      • navchng: 0.36
      • navchngper: 2.83

  • returns:

    • 0:

      • oneYear_Ret: 15.57
      • oneYear_marketValue: 11557.147279356126
      • inception_Ret: 14.54
      • inception_marketValue: 13440.5
      • latNavDate: 2026-02-28
      • prodcode: SCDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 17.0
      • oneYear_marketValue: 11700.331293735844
      • inception_Ret: 16.11
      • inception_marketValue: 13844.300000000001
      • latNavDate: 2026-02-28
      • prodcode: SCGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152237
      • cmt_schcode: 44461
      • isin: INF247L01BY3

    • 2:

      • oneYear_Ret: 15.57
      • oneYear_marketValue: 11557.174058850844
      • inception_Ret: 14.54
      • inception_marketValue: 13440.300000000001
      • latNavDate: 2026-02-28
      • prodcode: SCGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152232
      • cmt_schcode: 44458
      • isin: INF247L01BV9

    • 3:

      • oneYear_Ret: 17.0
      • oneYear_marketValue: 11700.430178409946
      • inception_Ret: 16.11
      • inception_marketValue: 13844.300000000001
      • latNavDate: 2026-02-28
      • prodcode: SCPD
      • plancode: PD
      • optioncode: D

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Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01BY3
    • amfi_schcode: 152237
    • cmt_schcode: 44461

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01BV9
    • amfi_schcode: 152232
    • cmt_schcode: 44458

  • 2:

    • sixth_char_name: R
    • planNameOriginal: Regular Payout
    • groupedCode: DPD
    • groupedName: Regular IDCW Payout
    • optionCode: D
    • optionName: IDCW Payout
    • planCode: DP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 3:

    • sixth_char_name: R
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • groupedName: Regular IDCW Reinvestment
    • optionCode: R
    • optionName: IDCW Reinvestment
    • planCode: DP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01BX5
    • amfi_schcode: 152234
    • cmt_schcode: 44459

  • 4:

    • sixth_char_name: D
    • planNameOriginal: Direct Payout
    • groupedCode: PDD
    • groupedName: Direct IDCW Payout
    • optionCode: D
    • optionName: IDCW Payout
    • planCode: PD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • sixth_char_name: D
    • planNameOriginal: Direct Reinvestment
    • groupedCode: PDR
    • groupedName: Direct IDCW Reinvestment
    • optionCode: D
    • optionName: IDCW Reinvestment
    • planCode: PD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • returns:

    • 0:

      • oneYear_Ret: 15.57
      • oneYear_marketValue: 11557.147279356126
      • inception_Ret: 14.54
      • inception_marketValue: 13440.5
      • latNavDate: 2026-02-28
      • prodcode: SCDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 17.0
      • oneYear_marketValue: 11700.331293735844
      • inception_Ret: 16.11
      • inception_marketValue: 13844.300000000001
      • latNavDate: 2026-02-28
      • prodcode: SCGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152237
      • cmt_schcode: 44461
      • isin: INF247L01BY3

    • 2:

      • oneYear_Ret: 15.57
      • oneYear_marketValue: 11557.174058850844
      • inception_Ret: 14.54
      • inception_marketValue: 13440.300000000001
      • latNavDate: 2026-02-28
      • prodcode: SCGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152232
      • cmt_schcode: 44458
      • isin: INF247L01BV9

    • 3:

      • oneYear_Ret: 17.0
      • oneYear_marketValue: 11700.430178409946
      • inception_Ret: 16.11
      • inception_marketValue: 13844.300000000001
      • latNavDate: 2026-02-28
      • prodcode: SCPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2029

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Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

Date of inception: 26-Dec-2023. *Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. Funds managed by Mr. Ajay Khandelwal, Mr. Niket Shah, Mr. Santosh Singh, Mr. Rakesh Shetty and Mr. Sunil Sawant. (Data as on 30th November 2024)

See other funds managed by the Fund Manager

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Past Performance Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Fund philosophy from our fund manager

https://www.youtube.com/embed/OBmIHDzyLeE

Image

Niket Mehta

Fund Manager, Motilal Oswal Asset Allocation Passive Fund

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to clause 10.4 of SEBI Master Circular No. SEBI /HO/IMD/ IMD-PoD-1 / P/ CIR / 2023/74 dated May 19, 2023., no entry load will be charged by the scheme to the investors. Therefore, Sale or Subscription price = Applicable NAV (for respective plan and option of the scheme)

    b) Methodology of calculating repurchase price of Units: Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the “Applicable NAV” to calculate the repurchase price. Therefore, Repurchase or Redemption Price = Applicable NAV *(1- Exit Load, if any) Example: If the Applicable NAV is Rs. 10 and a 2% Exit Load is charged, the Redemption Price per Unit will be calculated as follows: = Rs. 10 * (1- 0.02) = Rs. 10 * (0.98) = Rs. 9.80

  • indexMethodology:

    NIL

  • investmentObjective:

    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.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    • 1% - If redeemed on or before 1 year from the date of allotment.
    • Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF.
    • No Load shall be imposed for switching between Options within the Scheme.
    • Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

  • aum:

    • 0:

      • latestAum: 5654.9448
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: SCDP

    • 1:

      • latestAum: 5654.9448
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: SCDP

    • 2:

      • latestAum: 5654.9448
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: SCGD

    • 3:

      • latestAum: 5654.9448
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: SCGP

    • 4:

      • latestAum: 5654.9448
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: SCPD

    • 5:

      • latestAum: 5654.9448
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: SCPD

  • portfolioTurnoverRatio: 0.53

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01BY3
      • amfi_schcode: 152237
      • cmt_schcode: 44461

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01BV9
      • amfi_schcode: 152232
      • cmt_schcode: 44458

    • 2:

      • sixth_char_name: R
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • groupedName: Regular IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • sixth_char_name: R
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • groupedName: Regular IDCW Reinvestment
      • optionCode: R
      • optionName: IDCW Reinvestment
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01BX5
      • amfi_schcode: 152234
      • cmt_schcode: 44459

    • 4:

      • sixth_char_name: D
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • groupedName: Direct IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • sixth_char_name: D
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • groupedName: Direct IDCW Reinvestment
      • optionCode: D
      • optionName: IDCW Reinvestment
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • benchmark: Nifty Smallcap 250 TRI

  • expenseRatioDirect: 0.42

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-02-28
      • latnav: 37943.67
      • oneYear_Ret: 15.07371405279898
      • inception_Ret: 8.908405042437773
      • bmcode: 2006.0

    • 1:

      • type: BM
      • groupName: Nifty Smallcap 250 TRI (PRIMARY)
      • latNavDate: 2026-02-28
      • latnav: 20208.09
      • oneYear_Ret: 15.35904543783495
      • inception_Ret: 7.169039129217514
      • bmcode: 2029.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

5654.9448

2026-02-28T00:00:00

Portfolio Turnover Ratio

0.53

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty Smallcap 250 TRI

Total Expense Ratio

0.42

Inception date

2026-02-28

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      • 1% - If redeemed on or before 1 year from the date of allotment.
      • Nil - If redeemed after 1 year from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF.
      • No Load shall be imposed for switching between Options within the Scheme.
      • Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • nfoStartDate: 05-Dec-2023

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO44458

    • dateOfAllotment: 2023-12-26

    • schemeName: Motilal Oswal Small Cap Fund

    • nfoEndDate: 19-Dec-2023

    • exitLoadShort: 1% < 1 year

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: SC

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • designation: Executive Group Vice President

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • fundManagerName: Ajay Khandelwal

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

    • 2:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

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Frequently Asked Questions

What is small cap?

A small-cap fund is an equity -oriented mutual fund scheme that predominantly invests in the stocks of small-cap companies, offering potential for higher returns but also higher volatility.

Why Small Caps?

A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself.
Why Motilal Oswal Small Cap?

Expertise - With a proven and lengthy track record spanning two decades, MOAMC has consistently demonstrated the ability to create wealth through early identification and investment in small caps. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers within the small cap space.

High Quality & High Growth Investing - Our core investment philosophy of QGLP, reinforced by robust risk management processes drives the creation of high quality, high growth portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.

Skin in the Game – Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 5,000 crores across our funds. This commitment is mirrored by the promoters' dedication to investing during the small cap NFO, aligning with our strategy and conviction.

Size Advantage - Our fresh portfolio is meticulously curated to capture the best opportunities and future growth potential.

High Conviction - We proudly position ourselves as a uniquely positioned high-conviction small cap fund, emphasizing our unwavering belief in our investment choices.

Growth Themes - Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward-looking approach ensures alignment with dynamic market conditions and emerging opportunities.

Our Process, Your Success - "Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success.

Does Motilal Oswal MF have expertise in managing small cap?

Motilal Oswal AMC has 20+ year of expertise in small caps and holds ~9000cr in their Active funds which is ~22% of their total equity holdings which showcase the experiences and expertise of wealth creation from this segment.

Will promoters invest in Motilal Oswal Small cap Fund?

Yes, Demonstrating Its strong conviction in the funds, MOAMC has made proprietor investments exceeding 5,000 crores across all funds. This commitment is mirrored by the promoters' dedication to investing during the small cap NFO, aligning with investors interest.

What is unique about Motilal Oswal Small Caps?

Motilal Oswal Small cap fund is a high conviction portfolio offering a uniquely positioned product in the category. It also provides opportunities to invest in high growth segment which are not represented in large cap space.

What are the major impact of global uncertainties on small cap?

Smallcap index companies had only 12% of their revenues from exports in FY23, compared to 23% for Nifty 50. This higher orientation towards domestic markets provides better visibility of earnings growth and shields small caps from global uncertainties.

Are Small Caps trading at high valuation??

Small Caps are trading at reasonable valuation, an analysis of trailing P/E relative to Nifty 50 reveals that the small caps PE peaked in Jan’22 with a 30% premium over Nifty 50 P/E. Currently, despite a 21.3% increase in the index since the peak in Jan’22, the premium over Nifty has decreased to 17%. The TTM P/E ratio for the index, despite the index's returns, is well below its peak (from 33.0x to 24.7x), showcasing favorable earnings growth. The Smallcap 100/Nifty 50 ratio, closely monitored by MOAMC, peaked at ~0.9; the current level of 0.66x suggests room for growth.

Is it advisable to invest before general election period??

Historically it has been noticed that market has been buoyant in the run up to election period. (6-month performance to results date). However, we advise investors to conduct their own research and make informed decision.

Can I Invest Through SIP (Systematic Investment Plan) in the Motilal Oswal Small Cap Fund NFO?

Yes, SIP Plans are available for investing in NFO. Available frequencies are weekly, fortnightly, monthly, quarterly and yearly. Please refer to scheme documents for minimum instalment amount and no of instalments.

What are the risks associated with investing in small-cap funds?

It is important to note that Small caps can be riskier and more volatile on a relative basis; they also carry higher liquidity risk. Please refer to the SID for further details.

What is the lock-in period for this NFO?

No lock in period for the NFO. However, exit load (1% for 15 days; Nil Thereafter) shall be applicable after allotment date.

What is the minimum investment amount for Motilal Oswal Small Cap Fund NFO?

For lumpsum it is 500Rs initial investment followed by multiples of 1Re; Please check scheme document for minimum amount related to SIP.

Why Should I include Small-Cap Fund in my investment portfolio?

Small cap funds can fulfil the latent allocation requirement into said segment. Currently, actively managed schemes (except small cap funds) have a low exposure and may not fit the optimal market cap allocation between large mid and small.

What are the Tax Implications of Investing in a Small-cap Mutual Fund?

Tax implications of investing in an equity small cap mutual fund is similar to investing in any pure equity mutual fund. Kindly consult a tax advisor for more details.

What are the challenges facing current small-cap Mutual funds?

Small cap funds are surrounded by concerns of liquidity risk and volatility; however, recent earnings growth and increase in flows in this segment could cushion these risks.

How to choose the Right Small Cap Fund to invest in?

An actively managed small cap fund which has the ability to deliver sustainable growth on a portfolio level; this portfolio can be constructed by alignment towards tail winded sectors supported by pro-growth policy environment, indigenization and orientation towards domestic market.

How do small cap funds differ from other mutual funds?

Small cap funds as per objective have to invest minimum 65% of total assets in equity related instruments of small cap companies. This investment objective differs from guidelines laid out for other types of mutual funds.

What factors should investors consider before investing in a small cap fund?

Investors could consider standard risk factors related to equity investments and added liquidity/volatility risks associated with small cap funds. However, we have already noted how small caps have displayed resilient earnings growth and improvement in size/free float.

What is the expense ratio for small cap funds, and how does it impact returns?

Expense ratio for the fund by regulatory limit is capped at maximum 2.25% per annum of daily NAV. As NAV is calculated net of expenses and payables, the daily NAV shall be affected to the tune of expense ratio/additional expenses already defined in scheme documents.

What tax implications are associated with gains from small cap funds?

Capital Gains taxation related to equity mutual funds are applicable. Kindly consult a tax advisor for more details.

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