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 ₹11.21.
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 - TRI, as the Funds portfolio is similar to its benchmark.
Motilal Oswal Small Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.07%
The process for redemption is
The AUM of Motilal Oswal Small Cap Fund - Regular Plan - Growth is currently ₹1,524 Crores.
The Top three stocks are Triveni Turbine, V-Guard Inds. and Karur Vysya Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 35% 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 53% 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 44.57 and PB ratio is 8.53
The asset allocation of Motilal Oswal Small Cap Fund - Regular Plan - Growth is Stocks : 89.39%, Debt : 10.61% 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