- Scheme Category:
- Equity Scheme >
- Small Cap Fund
NAV: ₹ ↑ 0.23%
NAV chart
SMA (Simple Moving Average)
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Returns
CAGR returns till date
CAGR returns of Motilal Oswal Small Cap Fund - Direct - Growth and its peers as on 11 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Small Cap Fund - Direct - Growth | 24.4% | 0.23% | 0.6% | 0.94% | 17.61% | 25.19% | - | - | - | - |
| SBI Small Cap Fund - Direct Plan - Growth | 11.38% | 0.13% | -0.45% | 1.04% | 11.94% | 8.39% | 11.64% | 14.81% | 21.96% | 18.99% |
| ICICI Prudential Small Cap Fund - Direct Plan - Growth | 7.12% | -0.12% | -0.47% | 0.23% | 9.41% | 4.07% | 10.63% | 14.91% | 22.64% | 16.13% |
| HDFC Small Cap Fund - Growth Option - Direct Plan | 0.7% | -0.11% | -0.58% | -2.42% | 6.07% | -2.08% | 10.18% | 15.33% | 21.48% | 17.42% |
| Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option | 12.09% | 0.03% | -0.47% | 0.41% | 9.95% | 10.05% | 14.45% | 19.25% | 27.27% | 21.17% |
| Kotak-Small Cap Fund - Growth - Direct | 10.51% | -0.28% | -0.78% | -0.66% | 9.5% | 5.84% | 11.46% | 13.17% | 23.96% | 17.35% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 49.15% | -5.12% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.96% | -2.28% | -6.5% | 0.39% | -9.3% | 14.61% | 4.08% | 7.44% | 2.21% | 4.31% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 12.92% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 97.10% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 2.90% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| Rubicon Research Limited | RUBICON (INE506V01022) | Pharmaceuticals & Biotechnology | 4.43% | |
| VA Tech Wabag Limited | WABAG (INE956G01038) | Other Utilities | 4.03% | |
| Karur Vysya Bank Limited | KARURVYSYA (INE036D01028) | Banks | 3.48% | |
| CCL Products (India) Limited | CCL (INE421D01022) | Agricultural Food & other Products | 3.36% | DCF |
| Aditya Infotech Limited | CPPLUS (INE819V01029) | Industrial Manufacturing | 3.25% | |
| Dr Agarwals Health Care Limited | AGARWALEYE (INE943P01029) | Healthcare Services | 2.82% | |
| Rainbow Childrens Medicare Limited | RAINBOW (INE961O01016) | Healthcare Services | 2.71% | |
| Shaily Engineering Plastics Limited | SHAILY (INE151G01028) | Consumer Durables | 2.47% | |
| Sky Gold And Diamonds Limited | SKYGOLD (INE01IU01018) | Consumer Durables | 2.46% | |
| Pricol Limited | PRICOLLTD (INE726V01018) | Auto Components | 2.38% | |
| Vijaya Diagnostic Centre Limited | VIJAYA (INE043W01024) | Healthcare Services | 2.36% | |
| V-Mart Retail Limited | VMART (INE665J01013) | Retailing | 2.22% | |
| Five Star Business Finance Limited | FIVESTAR (INE128S01021) | Finance | 2.20% | |
| Syrma SGS Technology Ltd | SYRMA (INE0DYJ01015) | Industrial Manufacturing | 2.10% | |
| Campus Activewear Limited | CAMPUS (INE278Y01022) | Consumer Durables | 2.10% | |
| Aegis Vopak Terminals Limited | AEGISVOPAK (INE0INX01018) | Oil | 1.98% | |
| Asahi India Glass Limited | ASAHIINDIA (INE439A01020) | Auto Components | 1.96% | |
| eClerx Services Limited | ECLERX (INE738I01010) | Commercial Services & Supplies | 1.82% | |
| V2 Retail Limited | V2RETAIL (INE945H01021) | Retailing | 1.80% | |
| Dixon Technologies (India) Limited | DIXON (INE935N01020) | Consumer Durables | 1.75% | |
| Aditya Vision Ltd | AVL (INE679V01027) | Retailing | 1.69% | |
| Gokaldas Exports Limited | GOKEX (INE887G01027) | Textiles & Apparels | 1.68% | |
| Gabriel India Limited | GABRIEL (INE524A01029) | Auto Components | 1.64% | |
| Hexaware Technologies Limited | HEXT (INE093A01041) | IT - Software | 1.59% | |
| Varroc Engineering Limited | VARROC (INE665L01035) | Auto Components | 1.53% | |
| PG Electroplast Limited | PGEL (INE457L01029) | Consumer Durables | 1.53% | |
| Apar Industries Limited | APARINDS (INE372A01015) | Electrical Equipment | 1.48% | |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 1.48% | |
| Central Depository Services (India) Limited | CDSL (INE736A01011) | Capital Markets | 1.47% | |
| JM Financial Limited | JMFINANCIL (INE780C01023) | Finance | 1.47% | |
| Meesho Ltd | MEESHO (INE0VDM01015) | Retailing | 1.45% | |
| Chalet Hotels Limited | CHALET (INE427F01016) | Leisure Services | 1.44% | |
| DCB Bank Limited | DCBBANK (INE503A01015) | Banks | 1.42% | |
| Deepak Fertilizers and Petrochemicals Corporation Limited | DEEPAKFERT (INE501A01019) | Chemicals & Petrochemicals | 1.33% | |
| KEC International Limited | KEC (INE389H01022) | Construction | 1.31% | |
| Triveni Turbine Limited | TRITURBINE (INE152M01016) | Electrical Equipment | 1.28% | |
| City Union Bank Limited | CUB (INE491A01021) | Banks | 1.28% | |
| Aditya Birla Real Estate Limited | ABREL (INE055A01016) | Realty | 1.27% | |
| MTAR Technologies Limited | MTARTECH (INE864I01014) | Electrical Equipment | 1.17% | |
| KEI Industries Limited | KEI (INE878B01027) | Industrial Products | 1.16% | |
| Thirumalai Chemicals Limited | TIRUMALCHM (INE338A01024) | Chemicals & Petrochemicals | 1.14% | |
| Cholamandalam Financial Holdings Limited | CHOLAHLDNG (INE149A01033) | Finance | 1.12% | |
| Shadowfax Technologies Limited | SHADOWFAX (INE12UN01015) | Transport Services | 1.12% | |
| Schneider Electric Infrastructure Limited | SCHNEIDER (INE839M01018) | Electrical Equipment | 1.10% | |
| Onesource Specialty Pharma Limited | ONESOURCE (INE013P01021) | Pharmaceuticals & Biotechnology | 1.07% | |
| Sonata Software Limited | SONATSOFTW (INE269A01021) | IT - Software | 1.05% | |
| Multi Commodity Exchange of India Limited | MCX (INE745G01043) | Capital Markets | 1.00% | |
| Lohia Corp Limited | (INE0QJW01029) | Industrial Manufacturing | 1.00% | |
| Wework India Management Limited | WEWORK (INE085001019) | Commercial Services & Supplies | 0.93% | |
| P N Gadgil Jewellers Limited | PNGJL (INE953R01016) | Consumer Durables | 0.84% | |
| Birlasoft Limited | BSOFT (INE836A01035) | IT - Software | 0.79% | |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 0.73% | |
| Indo-MIM Limited | (INE084101034) | Industrial Manufacturing | 0.72% | |
| Zensar Technologies Limited | ZENSARTECH (INE520A01027) | IT - Software | 0.61% | |
| Radico Khaitan Limited | RADICO (INE944F01028) | Beverages | 0.60% | |
| Sagility Limited | SAGILITY (INE0W2G01015) | IT - Services | 0.60% | |
| Rossari Biotech Limited | ROSSARI (INE02A801020) | Chemicals & Petrochemicals | 0.52% | |
| Kusumgar Limited | (INE0ISX01025) | Textiles & Apparels | 0.51% | |
| Jain Resource Recycling Limited | JAINREC (INE0YD401026) | Diversified Metals | 0.51% | |
| The Jammu & Kashmir Bank Limited | J&KBANK (INE168A01041) | Banks | 0.44% | |
| Styrenix Performance Materials Limited | STYRENIX (INE189B01011) | Chemicals & Petrochemicals | 0.35% |
Portfolio data is as on date 31 July, 2026
NAV history
Motilal Oswal Small Cap Fund - Direct - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 September, 2026 | 17.8191 | 0.23% |
| 10 September, 2026 | 17.7776 | -0.27% |
| 9 September, 2026 | 17.8253 | -0.36% |
| 8 September, 2026 | 17.8889 | 0.68% |
| 7 September, 2026 | 17.7677 | 0.31% |
| 4 September, 2026 | 17.7130 | -0.04% |
| 3 September, 2026 | 17.7201 | 0.26% |
| 2 September, 2026 | 17.6743 | -0.7% |
| 1 September, 2026 | 17.7981 | 0.07% |
| 31 August, 2026 | 17.7854 | 0.02% |
| 28 August, 2026 | 17.7822 | -0.33% |
| 27 August, 2026 | 17.8415 | -0.01% |
| 26 August, 2026 | 17.8437 | 1.05% |
| 25 August, 2026 | 17.6590 | 0.27% |
| 24 August, 2026 | 17.6106 | -0.09% |
| 21 August, 2026 | 17.6263 | -0.12% |
| 20 August, 2026 | 17.6480 | 0.53% |
| 19 August, 2026 | 17.5552 | -0.42% |
| 18 August, 2026 | 17.6294 | 0.38% |
| 17 August, 2026 | 17.5622 | 0.31% |
| 14 August, 2026 | 17.5082 | -0.35% |
| 13 August, 2026 | 17.5701 | -0.55% |
| 12 August, 2026 | 17.6679 | 0.09% |
| 11 August, 2026 | 17.6527 | 0.08% |
| 10 August, 2026 | 17.6387 | 0.58% |
| 7 August, 2026 | 17.5376 | -0.06% |
| 6 August, 2026 | 17.5480 | 0.21% |
| 5 August, 2026 | 17.5115 | 1.01% |
| 4 August, 2026 | 17.3357 | 0.33% |
| 3 August, 2026 | 17.2791 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Motilal Oswal Small Cap Fund - Direct - Growth?
The latest NAV of Motilal Oswal Small Cap Fund - Direct - Growth is 17.8191 as on 11 September, 2026.What are YTD (year to date) returns of Motilal Oswal Small Cap Fund - Direct - Growth?
The YTD (year to date) returns of Motilal Oswal Small Cap Fund - Direct - Growth are 24.4% as on 11 September, 2026.What are 1 year returns of Motilal Oswal Small Cap Fund - Direct - Growth?
The 1 year returns of Motilal Oswal Small Cap Fund - Direct - Growth are 25.19% as on 11 September, 2026.What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Motilal Oswal Small Cap Fund - Direct - Growth?
Motilal Oswal Small Cap Fund - Direct - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)Holding period Tax rate Less than 1 year (STCG) 20% More than 1 year (LTCG) Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.