January 22, 2026
RA Jainee
Motilal Oswal Small Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 13.55 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 13.55 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Smallcap 250 TRI |
| AUM Rs. | 5,837 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.67% |
| 1 Year Return (%) | -4.04 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 15.85% |
⚖️ Sahifund Review – Motilal Oswal Small Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
Fund Manager:
1) 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.
2) 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.
3) 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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Small Cap Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 26-Dec-23 |
| Return Since Launch | 15.85% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,837 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.67% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 57.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Small Cap Dir | -5.40 | -1.25 | -4.52 | -7.49 | -7.08 | -4.04 | — | — | — | — |
| BSE 250 SmallCap TRI | -4.61 | -1.18 | -3.47 | -6.65 | -10.84 | -4.04 | — | — | — | — |
| Equity: Small Cap | -3.60 | -1.06 | -2.65 | -5.21 | -8.33 | -2.36 | — | — | — | — |
| Rank within category | 50 | 46 | 50 | 43 | 18 | 32 | — | — | — | — |
| Number of funds in category | 52 | 52 | 52 | 49 | 46 | 43 | 31 | 24 | 17 | 12 |
Peer Comparison of Motilal Oswal Small Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Small Cap Dir | Unrated | -4.04 | — | — | 0.67 | 5,837 | 15.85 | 1.00 (365) | 2Y | 57.00 |
| Nippon India Small Cap Dir | 4 star | -2.74 | 20.69 | 26.37 | 0.64 | 68,287 | 23.85 | 1.00 (365) | 13Y | 14.00 |
| HDFC Small Cap Dir | 4 star | 1.42 | 19.87 | 24.10 | 0.67 | 37,753 | 18.91 | 1.00 (365) | 13Y | 9.42 |
| Quant Small Cap Dir | 4 star | -3.83 | 18.90 | 27.99 | 0.77 | 29,785 | 16.90 | 1.00 (365) | 13Y | 151.00 |
| Bandhan Small Cap Dir | 5 star | 3.98 | 30.85 | 26.16 | 0.47 | 18,990 | 31.30 | 1.00 (365) | 5Y 10M | 21.00 |
Portfolio Analysis of Motilal Oswal Small Cap Fund
| No. of Stocks | 52 |
| Top 10 Stocks | 31.66% |
| Top 5 Stocks | 18.54% |
| Top 3 Sectors | 54.52% |
| Portfolio P/B Ratio | 4.43 |
| Portfolio P/E Ratio | 33.46 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 14,902 | 19,734 |
| Giant (%) | — | — |
| Large (%) | 1.45 | 7.31 |
| Mid (%) | 13.26 | 14.07 |
| Small (%) | 85.30 | 83.64 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://www.motilaloswalmf.com/mutualfund/login OR https://www.motilaloswalmf.com/mutual-funds
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