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
₹12.6822
-0.19%
(28 Mar)
AUM
3,716 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 below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+21.8%
+14.8%
+12.1%
+12.1%
+11.8%
+7.7%
3Y
NA
+22.1%
+25.4%
+25.4%
+23.3%
+17.9%
5Y
NA
+36.3%
+34.1%
+34.1%
+34.7%
+35.8%
ALL
+21.1%
+23.8%
+22.1%
+22.1%
+30.4%
+16.5%
VOL
18.7%
19.4%
20.8%
20.8%
18.6%
-
TER
0.4%
0.4%
0.6%
0.6%
0.5%
-
AUM
₹3,716 Cr
₹5,312 Cr
₹2,011 Cr
₹2,011 Cr
₹8,475 Cr
-
INFO
1.13
1.23
1.06
1.06
1.64
-
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 28th Feb
Top holdings
Dr Agarwal’s Health Care Ltd
4.1%
Karur Vysya Bank Ltd
3.6%
Styrenix Performance Materials Ltd
3.4%
Vijaya Diagnostic Centre Ltd
3.3%
V-Guard Industries Ltd
3.1%
Shaily Engineering Plastics Ltd
3.1%
Campus Activewear Ltd
3.0%
Pricol Ltd
2.8%
Cholamandalam Financial Holdings Ltd
2.8%
CCL Products (India) Ltd
2.7%
Top industry exposure
Consumer Cyclical
25.4%
Industrials
22.3%
Healthcare
13.2%
Financial Services
11.7%
Basic Materials
10.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
50%
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
Sunil Sawant

FAQs