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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.45 | 66.53 | 2.50 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 53.15 | 1.79 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Small Cap Fund(IDCW) | — | — | — |
Nippon India Small Cap Fund(IDCW) | 25.82% | 21.72% | 22.15% |
HDFC Small Cap Fund(IDCW-Reinv) | 22.05% | 17.24% | 14.57% |
SBI Small Cap Fund(IDCW-Payout) | 31.17% | 21.35% | 22.37% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
4.22 %
Holdings
3.54 %
Holdings
3.43 %
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
41
Total AUM
₹ 80,154.02 Cr.
Ajay Khandelwal
AUM: ₹55,914.69 Cr.
|
Exp: 10yrs
Niket Shah
AUM: ₹41,578.59 Cr.
|
Exp: —
Santosh Singh
AUM: ₹38,088.21 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹65,472.02 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%