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Motilal Oswal Small Cap Fund - Investment Objective, NAV, Returns & Portfolio Analysis

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Explore Motilal Oswal Small Cap Fund's investment objective, fund managers, performance, and key features. Find current NAV, AUM, returns and investment insights for informed decisions.

Investment Objective and Approach

The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks. Motilal Oswal Small Cap Fund is an equity mutual fund designed to capitalize on the potential of small-cap companies.

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. The fund follows a growth-oriented approach, focusing on identifying high-quality small-cap companies with significant growth potential and long-term competitive advantages.

The investment strategy emphasizes fundamental research to select companies that demonstrate strong business models, competent management, and sustainable growth prospects. Small-cap companies typically offer higher growth potential compared to large-cap stocks, though they carry additional volatility and risk.

Fund Managers

The fund is managed by a team of experienced fund managers:

Sunil Sawant - Current Fund Manager of Motilal Oswal Small Cap Fund Direct Growth fund. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys. Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking.

Ajay Khandelwal - Co-fund manager with extensive experience in equity investments. Mr. Khandelwal is MBA & Bachelor of Engineering. Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

Niket Shah - Mr. Shah is a MBA in Finance. Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd.

Rakesh Shetty - Mr. Shetty has done B.Com. Prior to joining Motilal Oswal Mutual Fund, 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.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Mutual Fund Asset management company manages an AUM of ₹109,736.02 Cr. across 95 schemes. The AMC has established itself as a reputable fund house with a strong focus on equity investments and research-driven investment strategies.

Motilal Oswal Financial Services is a well-established financial services group with expertise in broking, investment banking, asset management, and wealth management. The parent company's strong research capabilities and market expertise provide valuable support to the mutual fund operations.

Key Fund Statistics (as of August 22-25, 2025):

- Latest NAV: ₹14.19

- AUM: ₹5,294.30 Cr as of 22nd August 2025

- Expense ratio: 0.61% as of 22nd August 2025

- Launch date: 26th December 2023

- 1-year return: 4.48%

- Returns since inception: 40.66%

- Minimum SIP: ₹500

Should I Invest in Motilal Oswal Small Cap Fund?

This fund is suitable for investors seeking long-term capital appreciation through exposure to small-cap companies. These funds are relatively more riskier than mid-cap and large-cap funds and are appropriate for investors with higher risk tolerance.

Ideal for investors who:

- Have a long-term investment horizon of at least 7-10 years

- Can tolerate high volatility in returns

- Seek exposure to emerging small-cap companies with growth potential

- Want to diversify their equity portfolio beyond large-cap stocks

Investment considerations:

- Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.

- Like for all equity funds, you must invest only through the SIP route.

- Small-cap funds can be highly volatile during market downturns

- The Motilal Oswal Small Cap Fund Direct Growth is rated Very High risk.

Tax implications:

- If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

- Exit load of 1%, if redeemed within 365 days.

FAQs

What is today's NAV of Motilal Oswal Small Cap Fund?

The latest NAV for Motilal Oswal Small Cap Fund is ₹14.19 as of August 22, 2025. The NAV is updated daily based on market movements.

What is the AUM of Motilal Oswal Small Cap Fund?

The AUM of Motilal Oswal Small Cap Fund is ₹5,294.30 Cr as of 22nd August 2025. This represents the total assets managed by the fund.

What is the expense ratio of Motilal Oswal Small Cap Fund?

The expense ratio of Motilal Oswal Small Cap Fund Plan is 0.61 as of 22nd August 2025. This is the annual fee charged for fund management.

What are the returns of Motilal Oswal Small Cap Fund since inception?

Motilal Oswal Small Cap Fund Direct Growth scheme return performance in last 1 year is 4.48%, is 40.66% since scheme launch. The fund was launched in December 2023.

What is the minimum SIP amount to invest in Motilal Oswal Small Cap Fund?

Minimum SIP Investment is set to ₹500. Some platforms may allow lower amounts, with minimum SIP amount as low as ₹101.

How do I invest in Motilal Oswal Small Cap Fund?

You can invest through Allvest by creating an account, completing your KYC, and selecting either SIP or lump sum investment options. Allvest provides a convenient platform for mutual fund investments.

How to start a SIP in Motilal Oswal Small Cap Fund?

Through Allvest, you can start a SIP by selecting the fund, choosing your SIP amount (minimum ₹500), frequency, and setting up auto-debit from your bank account.

How do I automate an SIP in Motilal Oswal Small Cap Fund?

Allvest allows you to set up automated SIPs with bank mandate registration, ensuring hassle-free monthly investments without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Small Cap Fund?

You can redeem your investment through Allvest's platform by placing a redemption request. Exit load of 1%, if redeemed within 365 days will apply for early redemptions.