Motilal Oswal Small Cap Fund-Reg(G)

Equity Small Cap Rating : Unrated

₹ 14.24

NAV

Updated: 16 Jul 2025

Fund House

Fund Manager

Ajay Khandelwal

Fund Benchmark
Nifty Smallcap 250 - TRI

Total AUM

₹ 5,228.60 Cr

Expense Ratio
1.83

52 Week High
₹ 15.15

52 Week Low
₹ 11.53

Fund Verdict

Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio15.15

P/B Ratio5.79

Sharpe0.27

Turnover Ratio52.00

Alpha0.82

Beta0.87

Sortino0.47

Standard Deviation20.63

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	0.88%	15.84%	-0.85%	12.53%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	-	-	-	-

Market Cap Distribution

Large Cap

6.82 %
Mid Cap

14.07 %
Small Cap

69.90 %

Avg Market Cap
₹ 17,935.00
(In Crore)

Peer Information

Bandhan Small Cap Fund-Reg(G)

Equity Small Cap Buy

1Y Returns 9.85%

3Y Returns 34.21%

AUM ₹12,981.60 Cr

NAV ₹48.01

Buy Now

Mahindra Manulife Small Cap Fund-Reg(G)

Equity Small Cap Buy

1Y Returns -4.15%

3Y Returns

AUM ₹4,065.40 Cr

NAV ₹19.67

Buy Now

Invesco India Smallcap Fund-Reg(G)

Equity Small Cap Buy

1Y Returns 8.38%

3Y Returns 30.71%

AUM ₹7,424.60 Cr

NAV ₹42.98

Buy Now

HDFC Small Cap Fund-Reg(G)

Equity Small Cap Buy

1Y Returns 3.22%

3Y Returns 27.99%

AUM ₹35,780.60 Cr

NAV ₹143.49

Buy Now

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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