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(%) | 21.87 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 13.21 | N/A | N/A | N/A |
The Current NAV of Motilal Oswal Small Cap Fund - Regular Plan - Growth is ₹15.87.
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. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
Motilal Oswal Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.52%
The process for redemption is
The AUM of Motilal Oswal Small Cap Fund - Regular Plan - Growth is currently ₹8,298 Crores.
The Top three stocks are Rubicon Research, VA Tech Wabag and CCL Products (India) and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Small Cap Fund - Regular Plan - Growth fund are Miscellaneous, BFSI and Healthcare accounting for 45% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.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 Bhalchandra Shinde manage the Motilal Oswal Small Cap Fund - Regular Plan - Growth Fund.
Motilal Oswal Small Cap Fund - Regular Plan - Growth current PE ratio is 57.13 and PB ratio is 9.37
The asset allocation of Motilal Oswal Small Cap Fund - Regular Plan - Growth is Stocks : 91.91%, Debt : 8.09% 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 365 days, Nil after 365 days
