Motilal Oswal Small Cap Fund
Motilal Oswal Small Cap Fund is a small cap fund of Motilal Oswal Asset Management Company Limited with ₹8,424 cr under management. It is ahead of its benchmark (Nifty Smallcap 250 TRI) in 1 of 1 periods. Its direct plan charges 0.85% a year.
Has Motilal Oswal Small Cap Fund beaten its benchmark?
Ahead of its benchmark, Nifty Smallcap 250 TRI, in 1 of 1 periods in AMFI's figures; +19.41% over the last year against +5.12%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Smallcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.29% | −2.73% | — |
| 3 months | +2.70% | −1.21% | — |
| 6 months | +23.44% | +11.53% | — |
| 1 year | +20.80% | +6.04% | +14.76 pts |
| 3 years | — | +13.53% | — |
| 5 years | — | +13.22% | — |
| 10 years | — | +14.34% | — |
| Since start from 29 Dec 2023 | +21.59% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +19.41% | +18.07% | +5.12% | +14.29 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Dec 2023 to 14 Oct 2026₹100 put in at the start of Dec 2023 would be ₹173 on 14 Oct 2026, against ₹129 in the Nifty Smallcap 250 TRI.
What does Motilal Oswal Small Cap Fund cost?
0.85% a year on the direct plan, 1.92% on the regular plan; 16 of 36 funds in its category charge less.
Who manages Motilal Oswal Small Cap Fund?
What does Motilal Oswal Small Cap Fund hold?
60 holdings as of 30 Sep 2026; the ten largest are 30.1% of the fund, the largest Rubicon Research Limited at 3.8%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Motilal Oswal Small Cap Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Motilal Oswal Small Cap Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Motilal Oswal Small Cap Fund?
0.85% a year on the direct plan and 1.92% on the regular plan (expense report, Oct 2026).
See Motilal Oswal Small Cap Fund beside your own funds in Valarth
