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 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.
A comprehensive at-a-glance view of key mutual fund health indicators
Strong Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Good Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Market exposure level
Fund management costs
Assets under management
Risk-adjusted returns
Fund manager experience
This fund has outperformed its benchmark by 13.29% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Reverse Repo | Debt Others | 7.40% |
| Reverse Repo | Debt Others | 6.72% |
| Dr Agarwals Health Care Ltd | Healthcare | 3.82% |
| Karur Vysya Bank Ltd | Banks | 3.80% |
| CCL Products (India) Ltd | Plantation & Plantation Products | 3.59% |
| Karur Vysya Bank Ltd | Banks | 3.58% |
| CCL Products (India) Ltd | Plantation & Plantation Products | 3.46% |
| Dr Agarwals Health Care Ltd | Healthcare | 3.33% |
| Styrenix Performance Materials Ltd | Petrochemicals | 2.92% |
| Va Tech Wabag Ltd | Infrastructure Developers & Operators | 2.82% |
Compare against Small Cap Fund category average
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
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹311.62 | 14.21% | -3.54% | 0.79% |
| Sundaram Small Cap Fund - Direct (G) | ₹288.19 | 16.94% | 0.88% | 4.76% |
| Quant Small Cap Fund - Direct (G) | ₹283.40 | 14.50% | 0.61% | -1.60% |
| Kotak Small Cap Fund (G) | ₹265.71 | 13.90% | -4.07% | -0.34% |
| Quant Small Cap Fund - (G) | ₹260.96 | 14.23% | 0.14% | -2.53% |
| Sundaram Small Cap Fund (G) | ₹260.46 | 16.63% | 0.35% | 3.63% |
| Quant Small Cap Fund - Direct (IDCW) | ₹221.53 | 14.50% | 0.61% | -1.60% |
| DSP Small Cap Fund - Direct (G) | ₹220.52 | 19.36% | -0.02% | 8.58% |
| Quant Small Cap Fund - (IDCW) | ₹207.53 | 14.23% | 0.14% | -2.53% |
| DSP Small Cap Fund (G) | ₹200.79 | 19.10% | -0.46% | 7.62% |
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.