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Motilal Oswal Small Cap Fund - Regular - Growth is an equity scheme managed by Motilal Oswal Mutual Fund. It has ranked in the top half of its category for 1 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.13% on assets of ₹6,206Cr. The fund is currently managed by Mr. Swapnil Mayekar, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 71% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Nuvama Wealth Management Limited | Financial Services | 3.83% |
| Aditya Infotech Limited | Industrials | 3.23% |
| Shaily Engineering Plastics Limited | Consumer Cyclical | 2.65% |
| Aditya Vision Ltd | Consumer Cyclical | 2.35% |
| V2 Retail Limited | Consumer Cyclical | 2.23% |
| Multi Commodity Exchange of India Ltd | Financial Services | 1.51% |
| PG Electroplast Limited | Technology | 1.45% |
| Bharat Dynamics Limited | Industrials | 1.32% |
| Aditya Birla Real Estate Limited | Real Estate | 1.19% |
| Jain Resource Recycling Limited | Basic Materials | 0.82% |
| Sector | Holdings | Weight |
|---|---|---|
| Auto Components | 4 | 8.10% |
| Healthcare Services | 3 | 8.06% |
| Consumer Durables | 1 | 7.30% |
| Banks | 3 | 6.58% |
| Retailing | 2 | 6.55% |
| Pharmaceuticals & Biotechnology | 1 | 5.24% |
| Industrial Manufacturing | 1 | 5.10% |
| Finance | 3 | 5.07% |
| Electrical Equipment | 3 | 4.83% |
| Agricultural Food & other Products | 1 | 4.10% |
| Industrial Products | 1 | 4.04% |
| Chemicals & Petrochemicals | 4 | 3.87% |
| Other Utilities | 1 | 3.78% |
| Aerospace & Defense | 1 | 3.02% |
| IT - Software | 3 | 2.73% |
| Capital Markets | 1 | 2.72% |
| Commercial Services & Supplies | 2 | 2.10% |
| Oil | 1 | 1.53% |
| Leisure Services | 1 | 1.33% |
| Textiles & Apparels | 1 | 1.24% |
| Paper, Forest & Jute Products | 1 | 1.19% |
| Construction | 1 | 0.92% |
| Minerals & Mining | 1 | 0.82% |
| Beverages | 2 | 0.76% |
| IT - Services | 1 | 0.70% |
| IT - Hardware | 1 | 0.32% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.22% | 2.08% | 9.45% | 16.13% | 48.51% | 85.8% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 20.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
| 5Y |
|---|
| Star |
|---|
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | Bandhan Mutual Fund | ₹25,346 Cr | 2.00% | +27.64% | +20.53% | 5★ |
| ITI Small Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹2,937 Cr | 1.95% | +23.60% | +15.64% | 5★ |
| Invesco India Smallcap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹11,038 Cr | 1.93% | +21.80% | +19.45% | 4★ |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,462 Cr | 2.96% | +21.49% | — | 4★ |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | Bank of India Mutual Fund | ₹2,168 Cr | 2.65% | +21.28% | +19.23% | 4★ |
| quant Small Cap Fund - Growth - Regular Plan | Quant Mutual Fund | ₹30,361 Cr | 2.02% | +19.89% | +20.12% | 4★ |
| Union Small Cap Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹1,980 Cr | 2.22% | +18.79% | +17.34% | 3★ |
| DSP Small Cap Fund - Regular - Growth | DSP Mutual Fund | ₹17,906 Cr | 1.67% | +18.54% | +17.85% | 4★ |
| Sundaram Small Cap Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹3,563 Cr | 1.91% | +18.28% | +17.43% | 4★ |
| Edelweiss Small Cap Fund - Regular Plan - Growth | Edelweiss Mutual Fund | ₹5,952 Cr | 2.13% | +16.71% | +17.11% | 3★ |