Motilal Oswal Small Cap Fund Direct Growth

Scheme code: INF247L01BY3 NAV value: ₹ 12.8509 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	11.23	52.94	28.97	31.4

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	76.66	25.39	28.97
3 year	9.98	40.5	22.3
5 year	-6.01	38.77	11.66
7 year	-2.23	14.85	7.97
10 year	-4.3	16.33	7.65
12 year	-4.79	17.24	7.51
15 year	0.13	15.57	7.18

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-71.77	17.65	-39.47	28.97
3 year	-24.25	41.58	10.08
5 year	-2.53	29.42	14.21
7 year	-1.93	25.9	16.54
10 year	3.07	26.68	17.38
12 year	7.54	25.77	17.29
15 year	9.61	24.43	16.21

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	64.46	20.82	28.97
3 year	9.95	47.76	27.71
5 year	-1.61	40.21	16.19
7 year	2.66	18.23	12.66
10 year	0.76	20.88	12.01
12 year	0.04	20.38	11.82
15 year	5.45	20.15	11.53

- Average return: 28.97% - Median return: 25.16% - Average standard deviation: 7.28

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,80,246	80,246	6.69

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	6.74	6.69

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-13.11	6.69

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	5.12	6.69

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,80,246 - Absolute Returns: ₹80,246 - CAGR: 6.69%