Motilal Oswal Small Cap Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal Small Cap Fund - Direct (IDCW) (44461) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Small Cap Fund - Direct (IDCW)
Motilal Oswal Asset Management Company Limited
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Motilal Oswal Small Cap Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 11.33% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Reverse Repo | Debt Others | 7.40% |
| Dr Agarwals Health Care Ltd | Healthcare | 3.82% |
| Karur Vysya Bank Ltd | Banks | 3.80% |
| CCL Products (India) Ltd | Plantation & Plantation Products | 3.59% |
| Va Tech Wabag Ltd | Infrastructure Developers & Operators | 2.82% |
| Campus Activewear Ltd | Leather | 2.74% |
| Styrenix Performance Materials Ltd | Petrochemicals | 2.71% |
| Rainbow Childrens Medicare Ltd | Healthcare | 2.61% |
| Shaily Engineering Plastics Ltd | Plastic products | 2.37% |
| Apar Industries Ltd | Capital Goods - Electrical Equipment | 2.33% |
Sector Breakdown
Compare against Small Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
Motilal Oswal Small Cap Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹305.75 | 1.11% | 20.35% | -5.69% |
| Sundaram Small Cap Fund - Direct (G) | ₹291.56 | 1.70% | 24.41% | -2.76% |
| Quant Small Cap Fund - Direct (G) | ₹282.01 | 1.06% | 18.46% | -9.78% |
| Sundaram Small Cap Fund (G) | ₹262.68 | 1.42% | 23.74% | -3.80% |
| Kotak Small Cap Fund (G) | ₹259.86 | 0.82% | 19.68% | -6.75% |
| Quant Small Cap Fund - (G) | ₹259.02 | 0.83% | 17.91% | -10.62% |
| Quant Small Cap Fund - Direct (IDCW) | ₹220.44 | 1.06% | 18.45% | -9.78% |
| DSP Small Cap Fund - Direct (G) | ₹211.66 | 1.53% | 26.23% | -1.41% |
| Quant Small Cap Fund - (IDCW) | ₹205.98 | 0.83% | 17.91% | -10.62% |
| SBI Small Cap Fund - Direct (G) | ₹196.95 | 2.21% | 18.67% | -5.52% |
Category Average Returns
Ajay Khandelwal
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.