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
₹13.6938
-0.56%
(11 Sep)
AUM
2,141 Cr
TER
0.53%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+71.3%
+53.5%
+52.4%
+52.4%
+42.0%
NA
3Y
+30.2%
+29.5%
+32.9%
+32.9%
+25.6%
NA
5Y
NA
+33.2%
+50.6%
+50.6%
+33.8%
NA
ALL
+41.5%
+20.1%
+20.0%
+20.0%
+17.1%
+36.9%
VOL
17.8%
16.6%
15.2%
15.1%
-
17.1%
TER
0.3%
1.5%
0.6%
0.6%
-
0.5%
AUM
₹6,640 Cr
₹318 Cr
₹25,535 Cr
₹25,535 Cr
-
₹2,141 Cr
INFO
2.34
1.21
1.32
1.32
-
2.16
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 Jul
Top holdings
Collateralized Borrowing & Lending Obligation
4.9%
V-Mart Retail Ltd
4.7%
VA Tech Wabag Ltd
4.1%
V-Guard Industries Ltd
4.0%
Karur Vysya Bank Ltd
3.6%
Vijaya Diagnostic Centre Ltd
3.6%
Pricol Ltd
3.5%
Styrenix Performance Materials Ltd
3.4%
CCL Products (India) Ltd
3.4%
Apar Industries Ltd
3.3%
Top industry exposure
Industrials
30.0%
Consumer Cyclical
15.5%
Basic Materials
11.5%
Financial Services
10.4%
Technology
9.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
41%
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
Rakesh Shetty

FAQs