Motilal Oswal Small Cap Fund
Direct · Growth ₹17.34
04 Aug 2026
NAV
12.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.56
Sharpe
-23.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 13.5% | -21.1% | 65.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 13.5% | 22.0% | 21.4% | -8.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.7% | 12.0% | -8.0% | 51.2% | 0.56 | 1.58 | 90% | — | — |
-23.7%
Max Drawdown
3 mo
Drawdown Duration
14 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.53
1Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.93 | 0.93 | 100.1% | 86.2% | 21.6% | 6.7% |
| 3 Years | +11.12 | 0.84 | 90.7% | 79.8% | 19.5% | 8.7% |
| 5 Years | +5.93 | 0.84 | 90.7% | 79.8% | 11.3% | 5.2% |
| 7 Years | +3.83 | 0.84 | 90.7% | 79.8% | 7.9% | 3.7% |
| 10 Years | +2.32 | 0.84 | 90.7% | 79.8% | 5.5% | 2.5% |
| 12 Years | +1.75 | 0.84 | 90.7% | 79.8% | 4.6% | 2.1% |
| 15 Years | +1.18 | 0.84 | 90.7% | 79.8% | 3.6% | 1.7% |
54
Total Holdings
33.5%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | CCL Products India Ltd | 4.60% |
| 2 | Karur Vysya Bank Ltd | 4.30% |
| 3 | Rubicon Research Limited | 3.78% |
| 4 | Dr Agarwals Health Care Limited | 3.31% |
| 5 | VA Tech Wabag Ltd | 3.29% |
| 6 | Aditya Infotech Limited | 3.24% |
| 7 | V2 Retail Ltd | 2.89% |
| 8 | Campus Activewear Limited | 2.87% |
| 9 | Shaily Engineering Plastics Limited | 2.62% |
| 10 | Vijaya Diagnostic Centre Limited | 2.56% |