Motilal Oswal Small Cap Fund - Direct Plan - Growth
Mutual Fund · Equity Scheme - Small Cap Fund · As of 18 Oct 2026, 7:45 pm
Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.
DalalBaazaar Score
70/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 2.8 years of history — too short to judge through a full cycle
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹17.20
As of
16 Oct 2026
Fund History Available
2.8 yrs
1Y Return (CAGR)
17.0%
Strong
3Y Return (CAGR)
21.0%
Annualized Volatility
17.3%
Moderate
Sharpe Ratio (est.)
0.82
Moderate
Max Drawdown
-23.7%
Notable drop seen
Category
Equity Scheme - Small Cap Fund
Fund House
Motilal Oswal Mutual Fund
Category Peer Comparison
Scheme
1Y Return
HSBC - Small Cap Fund - Growth Direct
—
IDBI Small Cap Fund - Growth Direct
—
DSP Small Cap Fund - Direct Plan - Growth
17.5%
SBI SMALL CAP FUND - Direct Plan - Growth
3.9%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹10,11,816
Estimated Gain
₹4,11,816
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
