Investment Objective - 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.

Fund House

Motilal Oswal Mutual Fund

Return Since Launch

18.35%

Launch Date

Dec 5, 2023

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

17.80 vs 15.10

Fund Vs Category Avg

Beta

0.80 vs 0.81

Fund Vs Category Avg

Sharpe Ratio

0.75

Category Avg

Portfolio Turnover Ratio

58.00 vs 50.04

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
V-Mart Retail Ltd.	4.73	Retail	Equity
Va Tech Wabag Ltd.	4.11	Engineering	Equity
V-Guard Industries Ltd.	3.98	Consumer Durables	Equity
Karur Vysya Bank Ltd.	3.64	Banks	Equity
Vijaya Diagnostic Centre Ltd.	3.57	Pharmaceuticals and health care	Equity
Pricol Ltd.	3.52	Auto Ancillaries	Equity
Styrenix Performance Materials Ltd.	3.36	Petrochemicals	Equity
CCL Products India Ltd.	3.35	Tea / Coffee	Equity
Apar Industries Ltd.	3.33	Chemicals	Equity
Triveni Turbine Ltd.	3.12	Engineering	Equity

View All

Dec 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.72	-1.31	-1.04	0.67	NA	NA	NA	NA	18.35
Category Average (%)	1.97	-0.45	-1.85	-0.05	-3.19	15.89	16.08	NA	17.64
Rank within Category	98	127	55	46	80	NA	NA	NA	64

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

Peer Comparision

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Nippon India Small Cap Fund	87.56	68,572	1.74	-0.90	-2.32	-1.08	-12.67	12.98	20.18	14.40	15.27	1.39
HDFC Small Cap Fund	44.65	38,020	1.59	-0.79	-3.32	1.79	-9.57	11.50	13.40	7.34	8.81	1.54
SBI Small Cap Fund	99.43	36,272	1.96	-0.39	-3.01	-1.03	-5.07	15.30	19.26	14.66	15.14	1.57
Quant Small Cap Fund	200.22	30,170	1.47	-1.33	-1.81	-0.02	-2.64	23.59	29.67	18.29	10.82	1.59
Axis Small Cap Fund	45.86	26,769	1.93	-0.28	-1.78	-0.63	-9.30	9.37	11.86	9.67	13.46	1.59
Bandhan Small Cap Fund	34.50	18,174	1.82	-0.19	-1.45	0.63	-7.57	23.02	18.62	NA	23.67	1.63
Kotak Small Cap Fund	109.17	17,423	1.69	0.06	-3.92	-4.28	-8.83	16.66	19.92	13.52	12.15	1.66
DSP Small Cap Fund	58.51	17,010	2.34	1.24	-0.36	0.26	-10.69	12.10	12.05	8.22	12.15	1.70
HSBC Small Cap Fund	38.98	16,203	2.30	-0.37	-3.92	-4.82	-19.09	10.03	15.72	9.64	12.42	1.67
Franklin India Small Cap Fund	45.83	13,529	1.64	-1.46	-2.95	-3.71	-16.99	10.95	13.52	6.05	7.93	1.75

View All

Dec 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,749 (-5.03%)

Fund Manager

Ajay Khandelwal

Niket Shah

Rakesh Shetty

Mr. Ajay Khandelwal qualification is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund he has worked with Canara Robeco Mutual Fund, with BOI AXA Mutual Fund, B&K Securities and Infosys.

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Here is the list of funds managed by Ajay Khandelwal

Scheme Name(IDCW Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Motilal Oswal Midcap Fund	Equity - Mid Cap	48.50	38,003	-12.18	18.71
Motilal Oswal Large and Midcap Fund	Equity - Large & Mid Cap	25.69	15,146	-9.85	16.82
Motilal Oswal Flexi Cap Fund	Equity - Flexi Cap	34.41	14,312	-9.49	5.85
Motilal Oswal Small Cap Fund	Equity - Small Cap	13.98	5,862	-5.03	NA
Motilal Oswal Multi Cap Fund	Equity - Multi Cap	13.39	4,720	-0.96	NA
Motilal Oswal ELSS Tax Saver Fund	Equity - ELSS	30.22	4,444	-14.37	11.27
Motilal Oswal Large Cap Fund	Equity - Large Cap	13.35	3,034	2.08	NA
Motilal Oswal Business Cycle Fund	Equity - Sectoral/Thematic	12.61	2,227	-1.16	NA
Motilal Oswal Manufacturing Fund	Equity - Sectoral/Thematic	11.15	771	-4.72	NA
Motilal Oswal Active Momentum Fund	Equity - Sectoral/Thematic	12.24	318	NA	NA

View All

Dec 24, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Motilal Oswal Midcap Fund	48.50	38,003	0.60	-1.86	-3.04	-2.58	-12.18	20.41	18.71	9.76	14.27	1.54
Motilal Oswal Large and Midcap Fund	25.69	15,146	3.69	-0.41	-3.15	0.30	-9.85	18.25	16.82	NA	16.50	1.69
Motilal Oswal Flexi Cap Fund	34.41	14,312	0.80	-1.24	-2.37	-1.40	-9.49	14.62	5.85	7.09	11.18	1.70
Motilal Oswal Small Cap Fund	13.98	5,862	1.72	-1.31	-1.04	0.67	-5.03	NA	NA	NA	18.35	1.82
Motilal Oswal Multi Cap Fund	13.39	4,720	0.22	-2.38	-2.82	-0.43	-0.96	NA	NA	NA	21.31	1.87
Motilal Oswal ELSS Tax Saver Fund	30.22	4,444	4.11	-0.99	-3.37	-1.62	-14.37	15.60	11.27	10.58	10.65	1.82