FAQ : Motilal Oswal Small Cap Fund - Regular Plan - Growth

Motilal Oswal Small Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Motilal Oswal Small Cap Fund - Regular Plan - Growth is ₹12.54.

It is better to invest in a fund with a longer track record as Motilal Oswal Small Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Smallcap 250, as the Funds portfolio is similar to its benchmark.

Motilal Oswal Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.05%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Small Cap Fund - Regular Plan - Growth is currently ₹1,956 Crores.

The Top three stocks are V-Guard Inds., V-Mart Retail and Pricol and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 37% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Small Cap Fund - Regular Plan - Growth fund are Capital Goods, BFSI and Miscellaneous accounting for 46% of the total portfolio.

Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Motilal Oswal Small Cap Fund - Regular Plan - Growth Fund is Equity - Small cap Fund.

Ajay Khandelwal and Niket Shah manage the Motilal Oswal Small Cap Fund - Regular Plan - Growth Fund.

Motilal Oswal Small Cap Fund - Regular Plan - Growth current PE ratio is 51.08 and PB ratio is 7.74

The asset allocation of Motilal Oswal Small Cap Fund - Regular Plan - Growth is Stocks : 93.75%, Debt : 6.23% and Gold : 0%

The minimum SIP amount for Motilal Oswal Small Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal Small Cap Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year

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