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Motilal Oswal Small Cap Fund - Direct - Growth is an equity scheme managed by Motilal Oswal Mutual Fund. The total expense ratio is 0.97% 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 Mid-Blend on the 3x3 equity style box, with 83% of its portfolio classified as of 2026-05-29.
| 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.
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 |
|---|
| CCL PRODUCTS (INDIA) LIMITED | Consumer Defensive | 4.10% |
| VA TECH WABAG LIMITED | Industrials | 3.78% |
| VIJAYA DIAGNOSTIC CENTRE LIMITED | Healthcare | 2.83% |
| CAMPUS ACTIVEWEAR LIMITED | Consumer Cyclical | 2.72% |
| Shaily Engineering Plastics Limited | Consumer Cyclical | 2.65% |
| PRICOL LIMITED | Consumer Cyclical | 2.41% |
| Aditya Vision Ltd | Consumer Cyclical | 2.35% |
| GABRIEL INDIA LIMITED | Consumer Cyclical | 2.03% |
| ASAHI INDIA GLASS LIMITED | Consumer Cyclical | 2.00% |
| V-MART RETAIL LIMITED | Consumer Cyclical | 1.97% |
| JM FINANCIAL LIMITED | Financial Services | 1.96% |
| APAR INDUSTRIES LIMITED | Industrials | 1.93% |
| FIVE-STAR BUSINESS FINANCE LIMITED | Financial Services | 1.91% |
| SYRMA SGS TECHNOLOGY LIMITED | Technology | 1.87% |
| MTAR TECHNOLOGIES LIMITED | Industrials | 1.70% |
| VARROC ENGINEERING LIMITED | Consumer Cyclical | 1.66% |
| AEGIS VOPAK TERMINALS LIMITED | Energy | 1.53% |
| THIRUMALAI CHEMICALS LIMITED | Basic Materials | 1.49% |
| CITY UNION BANK LIMITED | Financial Services | 1.48% |
| DCB BANK LIMITED | Financial Services | 1.46% |
| PG Electroplast Limited | Technology | 1.45% |
| TRIVENI TURBINE LIMITED | Industrials | 1.44% |
| KEI INDUSTRIES LIMITED | Industrials | 1.39% |
| CHALET HOTELS LIMITED | Consumer Cyclical | 1.33% |
| Bharat Dynamics Limited | Industrials | 1.32% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 16.99% |
| Financial Services | 6 | 14.37% |
| Healthcare | 2 | 13.30% |
| Automobile and Auto Components | — | 8.10% |
| Consumer Services | — | 7.88% |
| Consumer Durables | — | 7.30% |
| Fast Moving Consumer Goods | — | 4.86% |
| Chemicals | — | 3.87% |
| Utilities | — | 3.78% |
| Information Technology | — | 3.75% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.03% | 3.46% | 11.07% | 17.89% | 50.71% | 88.8% |
Top-10 weight 26.8% 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.
What an investor SIPping into this fund actually got during named market shocks.
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.