EquitySmall Cap FundDirect · Growth
Motilal Oswal Small Cap Fund - Direct - Growth
Motilal Oswal · Scheme 152237
₹17.34▲ 0.33%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.64% |
| 3 Months | +15.35% |
| 6 Months | +24.98% |
| 1 Year | +22.00% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +23.18% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns100
Consistency50
Risk-adjusted63
Downside protection80
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return: +22.0%
- ✓ 1Y return vs category: +11.1% vs category avg
- ✓ Alpha vs benchmark: +16.1%
- ✓ Max drawdown: -24%
- ✓ Downside capture: 76% of benchmark falls
Risk metrics
Sharpe ratio
0.93
Sortino ratio
1.19
Volatility
17.69%
Max drawdown
-23.69%
Downside capture
76.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.