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Motilal Oswal Small Cap  IDCW-P

Motilal Oswal Small Cap IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation24.2%
Sharpe Ratio0.71
Beta1.04

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Triparty RepoUtilities7.22%
Rubicon Research LtdServices3.84%
VA Tech Wabag LtdCapital Goods3.82%
CCL Products (India) LtdConsumers3.49%
Aditya Infotech LtdCapital Goods3.38%
Karur Vysya Bank LtdFinancial Services3.02%
Dr Agarwal’s Health Care LtdServices2.92%
Sky Gold and Diamonds LtdConsumers2.57%
Syrma SGS Technology LtdTechnology2.52%
Rainbow Childrens Medicare LtdServices2.36%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

SM

Swapnil Mayekar

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Team

103 years

Combined Team Experience

AUM

₹ 20,032 Cr

Assets Under Management

AK
Ajay Khandelwal
Co-Portfolio Manager

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

RS
Rakesh Shetty
Co-Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

BS
Bhalchandra Shinde
Co-Portfolio Manager

Mr. Bhalchandra Shinde has experience of 16 years. Manages 54 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹89 Cr Holds a B.E. degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.98%

iconRegulatory & Tax Information

INF247L01BW7
verified
ISIN
DailyDealing Frequency
Nifty Smallcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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