About
Fund Name:
Motilal Oswal Small Cap Fund Direct Growth
Inception Date:
26-12-2023
Type:
Equity
NAV:
₹17.5701
Expense Ratio:
0.82%
AUM:
₹7,179.39 Cr
Min SIP:
₹500
Fund Manager:
Ajay Khandelwal
Fund Benchmark:
NIFTY Smlcap 250 PR INR
Exit Load:
1.00% - 0-1 years; 0.00% - >1 years
Fund Objective
To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.
Returns
5Y Returns (CAGR):
5Y Benchmark Returns (CAGR):
3Y Returns (CAGR):
3Y Benchmark Returns (CAGR):
1Y Returns (CAGR):
15.01%
1Y Benchmark Returns (CAGR):
0.47%
Advanced Ratios
3Y Alpha:
3Y Beta:
3Y Sharpe:
3Y Tracking Error:
3Y Standard Deviation:
Holdings
Rubicon Research Ltd
VA Tech Wabag Ltd
Aditya Infotech Ltd
CCL Products (India) Ltd
Karur Vysya Bank Ltd
Vijaya Diagnostic Centre Ltd
Dr Agarwal’s Health Care Ltd
Shaily Engineering Plastics...
Syrma SGS Technology Ltd
Rainbow Childrens Medicare Ltd
4.41%
4.29%
3.88%
3.64%
3.45%
3.04%
2.96%
2.62%
2.48%
2.44%
Holdings Analysis
Top 10 Holdings:
33.21%
Stocks:
95.24%
Cash:
4.76%
Bond:
0.00%