← Motilal Oswal Mutual Fund
Motilal Oswal Small Cap Fund - Direct IDCW
Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High RiskISIN INF247L01BZ0
NAV · 06-Jul-2026
₹16.8348
1M
+7.33%
6M
+16.24%
1Y (CAGR)
+15.67%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+22.32%
NAV history
hover for values
Risk & SIP analytics
Volatility (3y)
17.87%
Downside dev (3y)
14.19%
Max drawdown (3y)
-23.7%
Calendar-year returns
2024 +48.2%2025 -4.1%
Fund facts
Fund managerSwapnil Mayekar · Ajay Khandelwal · Rakesh Shetty · Bhalchandra Shinde
AUM₹65,153 Cr
Expense ratio0.67% · 2026-05-31
TER · AMFI officialDirect 0.66% · Regular 1.81% (2026-06-30)
Launch date05-Dec-2023
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
Lock-inNone
Volatility17.81
AMCMotilal Oswal Asset Management Company Limited
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.
scheme documents ↗