AK
Ajay KhandelwalLead
Since Dec 2023
AUM managed
₹98,914.38Cr
Tenure
Since Dec 2023
Funds
18
Motilal Oswal Small Cap Reg Gr
Small Cap FundMotilal Oswal Mutual Fund
NAV
₹16.75
-0.21% today
AUM
₹7,604.53 Cr
Fund size
Expense
1.97%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNIFTY Smlcap 250 PR INR (100%)
Number of holdings61
Inception26 Dec 2023
Exit load1.0
Risk metrics
Alpha12.78
Beta1.03
Sharpe ratio0.89
Standard deviation23.68%
Sortino ratio1.76
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Motilal Oswal Small Cap Reg Gr
Motilal Oswal Small Cap Reg Gr is an open-ended Small Cap Fund mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹16.75 per unit and the scheme manages ₹7,604.53 Cr in assets under management. The fund charges an expense ratio of 1.97% and is benchmarked against NIFTY Smlcap 250 PR INR (100%). Over the trailing 1 year, Motilal Oswal Small Cap Reg Gr has delivered +18.34% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Motilal Oswal Small Cap Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.95% | -1.22% |
| 3 months | +7.96% | +5.79% |
| 6 months | +34.98% | +24.59% |
| 1 year | +18.34% | +9.32% |
| 3 years | 0.00% | +14.60% |
| 5 years | 0.00% | +15.27% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +4.16% |
| 3 months | +15.26% | +10.74% |
| 6 months | +27.73% | +18.53% |
| 1 year | +27.02% | +16.09% |
| 3 years | 0.00% | +56.60% |
| 5 years | 0.00% | +116.95% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Small Cap Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Small Cap Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Small Cap Reg Gr is ₹16.75 per unit, -0.21% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Small Cap Reg Gr delivered?
Motilal Oswal Small Cap Reg Gr has returned +18.34% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Small Cap Reg Gr?
Motilal Oswal Small Cap Reg Gr charges an expense ratio of 1.97% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Small Cap Reg Gr?
SEBI's riskometer classifies Motilal Oswal Small Cap Reg Gr as Very High Risk, which is typical for a Small Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Small Cap Reg Gr?
You can start a SIP in Motilal Oswal Small Cap Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Small Cap Reg Gr?
Motilal Oswal Small Cap Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹7,604.53 Cr in assets under management and invests across 61 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Small Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01BV9
- Scheme code
- FS0000IJAL
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