Motilal Oswal Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

0 Morning Star

0 Value Research

NAV( 14 Nov 2024)

₹ 13.38
-5.15%

Motilal Oswal Small Cap Reg-G

Invest now
Performance

-%3y Returns

1.46% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    1.92%
  • Exit load

    1% Exit load of 1%, if redeemed within 1 year.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 2,832 Cr
  • Plan

    REGULAR
  • Launch date

    5 Dec 2023
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Smallcap 250 Total Return Index
  • ISIN

    INF247L01BV9
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Others CBLO 7.78%
Net Receivables 1.22%
Apar Industries Ltd 2.75%
GE Vernova T&D India Ltd 1.97%
Bharat Electronics Ltd 1.54%
Blue Star Ltd 1.94%
CCL Products (India) Ltd 2.96%
Chalet Hotels Ltd 1.85%
eClerx Services Ltd 1.72%
Electrosteel Castings Ltd 1.58%
Godrej Agrovet Ltd 1.97%
Gufic Biosciences Ltd 1.61%
Styrenix Performance Materials Ltd 3.29%
Karur Vysya Bank Ltd 3.36%
KEC International Ltd 2.29%
Mphasis Ltd 1.81%
Pitti Engineering Ltd 2.18%
Praj Industries Ltd 2.14%
Shaily Engineering Plastics Ltd 2.94%
Transformers And Rectifiers India Ltd 1.71%
Cholamandalam Financial Holdings Ltd 1.82%
V-Guard Industries Ltd 3.53%
V2 Retail Ltd 1.96%
Voltas Ltd 1.82%
Zen Technologies Ltd 1.15%
VA Tech Wabag Ltd 4.68%
Triveni Turbine Ltd 2.7%
Multi Commodity Exchange Of India Ltd 2.32%
V-Mart Retail Ltd 3.2%
Inox Wind Ltd 2.11%
Pricol Ltd 3.15%
Five-Star Business Finance Ltd 1.5%
Varroc Engineering Ltd 1.59%
Sky Gold Ltd 2.14%
Rossari Biotech Ltd 2.51%
Zomato Ltd 1.7%
Vijaya Diagnostic Centre Ltd 3.38%
Rainbow Children's Medicare Ltd 2.91%
Campus Activewear Ltd 2.16%
Cyient DLM Ltd 1.52%
Premier Energies Ltd 1.61%
P N Gadgil Jewellers Ltd 1.26%
Hyundai Motor India Ltd 0.68%
Sectors
Company Allocation %
Others 10.15%
Construction 2.70%
Automobile 5.42%
Consumer Staples 4.93%
Materials 2.94%
Financial 6.68%
Diversified 2.75%
Capital Goods 20.14%
Consumer Discretionary 12.85%
Chemicals 5.80%
Services 12.75%
Energy 1.61%
Technology 1.81%
Metals & Mining 1.58%
Healthcare 7.90%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

  • Funds Offered

    2
  • AUM

    ₹ 14,985 Cr
  • Highest Return

    18.36%
About

Ajay Khandelwal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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