Motilal Oswal Small Cap Fund Regular Plan Growth

11.21
NAV (Apr 26,2024)

Motilal Oswal Small Cap Fund - Regular Plan - Growth is an investment option offered by Motilal Oswal Mutual Fund. With a minimum investment of INR 500, this fund allows investors to benefit from the growth potential of small-cap stocks. The expense ratio of the fund is 2.13%, ensuring cost-effective investment. There is no lock-in period, providing flexibility to investors. This fund was established on December 26, 2023, offering a relatively new opportunity for long-term wealth creation.

Motilal Oswal Small Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Small Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    -0.12
  • Beta
    UM_URBAN_MONEY

    0.73
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.13%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

0 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

-- (--)-- (--)-- (--)11,127.89 (11.28%)-- (--)
-- (--)-- (--)-- (--)33,383.67 (11.28%)-- (--)
-- (--)-- (--)-- (--)55,639.45 (11.28%)-- (--)
-- (--)-- (--)-- (--)89,023.12 (11.28%)-- (--)
-- (--)-- (--)-- (--)1,11,278.9 (11.28%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.75%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.02%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

34.76%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.27%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.11%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

22.02%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.64%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.04%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

72.00%

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

69.20%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

56.11%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.30%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

52.15%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.71%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.02%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

39.32%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.73%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.40%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.76%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.39%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.15%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

30.32%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

28.53%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

28.41%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

37.73%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

30.40%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.71%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

26.06%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.09%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

22.60%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.27%

Fund Managers

AK

Mr. Ajay KhandelwalAssistant Fund Manager

NS

Mr. Niket ShahVice President - Associate Fund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

AS

Mr. Ankush SoodFund Manager

Mr. Ankush Sood has prior experience prominently in Institutional Sales Trading Function.He has been associated with Motilal Oswal Financial Services Limited herein he was primarily responsible for Servicing Domestic & Foreign nstitutional Clients.

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