Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Small Cap Fund

Motilal Oswal Small Cap Fund - Regular - IDCW

Motilal Oswal Mutual Fund · Managed by Varun Sharma; Swapnil Mayekar; Ajay Khandelwal; Rakesh Shetty; Bhalchandra Shinde

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FundScore
Latest NAV
₹16.9411
as of 07 Aug 2026
AUM
—
Expense ratio
—
Inception
14 May 2026
FundScore
25/100slipping
Rank #94 of 143 in Small Cap Fund · top 75%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
5.98%
3M
12.87%
6M
26.07%
1Y
24.94%
3Y CAGR
—
5Y CAGR
—
Since incep.
22.00%
Fund details
Fund manager
Varun Sharma; Swapnil Mayekar; Ajay Khandelwal; Rakesh Shetty; Bhalchandra Shinde
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
61%
Volatility (3Y)
17.7%
Rating (external)
—
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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Mid cap9.5%
Small cap90.5%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Apr 2026.
CCL Products (India) Limited
equity
4.10%
Rubicon Research Limited
equity
3.83%
VA Tech Wabag Limited
equity
3.78%
Karur Vysya Bank Limited
equity
3.64%
Aditya Infotech Limited
equity
3.23%
Dr Agarwals Health Care Limited
equity
3.06%
Vijaya Diagnostic Centre Limited
equity
2.83%
Campus Activewear Limited
equity
2.72%
Shaily Engineering Plastics Limited
equity
2.65%
Pricol Limited
equity
2.41%
Aditya Vision Ltd
equity
2.35%
V2 Retail Limited
equity
2.23%
Rainbow Childrens Medicare Limited
equity
2.17%
Sky Gold And Diamonds Limited
equity
2.13%
Gabriel India Limited
equity
2.03%
Asahi India Glass Limited
equity
2.00%
V-Mart Retail Limited
equity
1.97%
JM Financial Limited
equity
1.96%
Apar Industries Limited
equity
1.93%
Five Star Business Finance Limited
equity
1.91%
Syrma SGS Technology Ltd
equity
1.87%
MTAR Technologies Limited
equity
1.70%
Varroc Engineering Limited
equity
1.66%
Aegis Vopak Terminals Limited
equity
1.53%
Multi Commodity Exchange of India Limited
equity
1.51%
Thirumalai Chemicals Limited
equity
1.49%
City Union Bank Limited
equity
1.48%
GE Vernova T&D India Limited
equity
1.46%
DCB Bank Limited
equity
1.46%
PG Electroplast Limited
equity
1.45%