Motilal Oswal Small Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Small Cap IDCW Reinvest Direct Plan

NAV
₹14.9560
+0.11%
(26 Dec)
AUM
3,166 Cr
TER
0.42%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+46.3%
+38.3%
+38.3%
+27.7%
+25.5%
NA
3Y
+30.6%
+27.9%
+27.9%
+23.3%
+27.8%
NA
5Y
NA
NA
NA
+32.0%
+47.6%
NA
ALL
+38.3%
+27.2%
+27.2%
+16.1%
+18.6%
+49.4%
VOL
17.8%
20.4%
20.4%
-
15.2%
17.0%
TER
0.4%
0.4%
0.4%
-
0.6%
0.4%
AUM
₹9,248 Cr
₹2,439 Cr
₹2,439 Cr
-
₹27,161 Cr
₹3,166 Cr
INFO
2.15
1.34
1.34
-
1.23
2.90
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Small Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Collateralized Borrowing & Lending Obligation
5.2%
VA Tech Wabag Ltd
4.2%
Vijaya Diagnostic Centre Ltd
3.5%
Shaily Engineering Plastics Ltd
3.4%
Styrenix Performance Materials Ltd
3.3%
V-Guard Industries Ltd
3.3%
CCL Products (India) Ltd
3.2%
Karur Vysya Bank Ltd
3.1%
Triveni Turbine Ltd
2.9%
Pricol Ltd
2.8%
Top industry exposure
Industrials
33.8%
Consumer Cyclical
21.1%
Basic Materials
9.0%
Financial Services
8.1%
Healthcare
7.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
53%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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 manager(s)
Ajay Khandelwal
Niket Shah
Santosh Singh
Rakesh Shetty
Sunil Sawant

FAQs