Motilal Oswal Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

0 Morning Star

0 Value Research

NAV( 22 May 2025)

₹ 13.39

3.55%

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Motilal Oswal Small Cap Reg-G

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Performance

-%3y Returns

0.07% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

1.86%
Exit load

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

L After 365 days

Fund details

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Fund size

₹ 4,332 Cr
Plan

REGULAR
Launch date

5 Dec 2023
Fund type

OPEN
Fund benchmark

NIFTY Smallcap 250 Total Return Index
ISIN

INF247L01BV9

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Net Receivables	4.98%
Others CBLO	7.26%
P N Gadgil Jewellers Ltd	1.33%
Sagility India Ltd	1.57%
Carraro India Ltd	0.91%
Dr. Agarwal's Health Care Ltd	3.4%
Siemens Energy India Ltd	0.09%
Apar Industries Ltd	1.59%
GE Vernova T&D India Ltd	1.6%
Bharat Electronics Ltd	1.46%
Blue Star Ltd	0.33%
CCL Products (India) Ltd	2.6%
Aditya Birla Real Estate Ltd	0.59%
Chalet Hotels Ltd	2.54%
Cholamandalam Investment & Finance Company Ltd	0.97%
Deepak Fertilisers & Petrochemicals Corporation Ltd	1.33%
eClerx Services Ltd	1.49%
Electrosteel Castings Ltd	0.61%
Godrej Agrovet Ltd	1.43%
Gokaldas Exports Ltd	2.23%
Gufic Biosciences Ltd	1.18%
Styrenix Performance Materials Ltd	3.31%
Karur Vysya Bank Ltd	3.34%
KEC International Ltd	0.96%
Kei Industries Ltd	1.47%
Mphasis Ltd	1.11%
Pitti Engineering Ltd	1.89%
Praj Industries Ltd	0.72%
Shaily Engineering Plastics Ltd	2.74%
Transformers And Rectifiers India Ltd	1.92%
Trent Ltd	0.3%
Cholamandalam Financial Holdings Ltd	2.5%
V-Guard Industries Ltd	3.18%
V2 Retail Ltd	2.43%
Zen Technologies Ltd	0.32%
Persistent Systems Ltd	1.14%
VA Tech Wabag Ltd	1.86%
Triveni Turbine Ltd	2.28%
Multi Commodity Exchange Of India Ltd	1.94%
Indus Towers Ltd	2.63%
V-Mart Retail Ltd	2.62%
Pricol Ltd	2.48%
Dixon Technologies (India) Ltd	1.34%
Five-Star Business Finance Ltd	1.91%
Varroc Engineering Ltd	1.58%
Sky Gold And Diamonds Ltd	1.82%
Hitachi Energy India Ltd	1.42%
Rossari Biotech Ltd	1.37%
Vijaya Diagnostic Centre Ltd	2.26%
Rainbow Children's Medicare Ltd	2.64%
Campus Activewear Ltd	2.65%
Kaynes Technology India Ltd	1.43%
Premier Energies Ltd	0.99%

Sectors

Company	Allocation %
Others	12.56%
Construction	2.28%
Automobile	4.06%
Consumer Staples	4.62%
Materials	2.74%
Financial	8.72%
Capital Goods	16.98%
Diversified	1.59%
Consumer Discretionary	9.31%
Chemicals	6.01%
Textiles	2.23%
Services	12.89%
Energy	1.08%
Technology	2.25%
Metals & Mining	0.61%
Healthcare	9.48%
Communication	2.63%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

50
AUM

₹ 1,04,452 Cr
Website

http://www.mostshares.com/

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Fund Manager

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Ajay Khandelwal

Funds Offered

18
AUM

₹ 69,639 Cr
Highest Return

31.81%

About

Ajay Khandelwal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Motilal Oswal Small Cap Reg-G?

The current NAV of Motilal Oswal Small Cap Reg-G is ₹ 13.3885

How much does Motilal Oswal Small Cap Reg-G charge as expense ratio?

The expense ratio of Motilal Oswal Small Cap Reg-G is 1.86%

How to Redeem Motilal Oswal Small Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Motilal Oswal Small Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Motilal Oswal Small Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Motilal Oswal Small Cap Reg-G based on your investment objective and risk profile.

What is the return of Motilal Oswal Small Cap Reg-G?

For Motilal Oswal Small Cap Reg-G, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.