HealthyDirect · Growth
Motilal Oswal Small Cap Fund
Motilal Oswal Mutual FundEquity Scheme - Small Cap Fund2.7 years
The scheme seeks to generate capital appreciation by investing predominantly in Small Cap stocks.
- NAV
- 17.395
- 15 Sept 2026
- 1Y
- +25.2%
- Trailing CAGR
- Upside capture
- +110%
- Vs NIFTY SMALLCAP 250 TRI
- Downside capture
- +66%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+25.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+23.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+41.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +23.4%
- Calendar-day CAGR
- Excess 1Y
- +10.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY SMALLCAP 250 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +17.3%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +110%
- Benchmark-up months
- Downside capture
- +66%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 37 recovered episodes
- Longest recovery
- 430 days
- Trough to prior peak
- Current spell
- 3 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
17 Dec 2024 – 7 May 2026
Trough 3 Mar 2025 · recovered in 430 days
-23.7%
27 Feb 2024 – 1 Apr 2024
Trough 13 Mar 2024 · recovered in 19 days
-9.2%
15 Oct 2024 – 29 Nov 2024
Trough 13 Nov 2024 · recovered in 16 days
-7.8%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-6.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
78
Vs category
100
Consistency
83
Risk-adjusted
76
Drawdown
41
Mean
76
Portfolio
31 Aug 2026 · 63 holdings · top 10 are 35.0%.
- Top 5
- 21.5%
- Top 10
- 35.0%
- Largest holding
- 6.3%
- Effective holdings
- 42.6
Repo
Unspecified
6.3%
Rubicon Research Ltd.
Healthcare
4.5%
VA Tech Wabag Ltd
Energy & Utilities
4.0%
CCL Products (India) Ltd
Consumer Staples
3.4%
Karur Vysya Bank Ltd
Financial
3.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 83% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 16.1%
- Max DD
- -16.2%
- Sharpe
- 0.40
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Nippon India Small Cap Fund
Nippon India Mutual Fund
- 1Y
- +10.1%
- 3Y
- +14.4%
- Vol
- 17.3%
- Max DD
- -48.6%
- Sharpe
- 1.06
- 3Y win
- +98%
- Lower volatility
- Higher win rate vs category
Caveat: Deeper drawdown · Lower trailing returns
TRUSTMF SMALL CAP FUND
Trust Mutual Fund
- 1Y
- +27.4%
- 3Y
- n/a
- Vol
- 18.6%
- Max DD
- -24.0%
- Sharpe
- 0.71
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
QUANTUM SMALL CAP FUND
Quantum Mutual Fund
- 1Y
- +8.0%
- 3Y
- n/a
- Vol
- 14.4%
- Max DD
- -18.2%
- Sharpe
- 0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
BANK OF INDIA SMALL CAP FUND
Bank of India Mutual Fund
- 1Y
- +27.7%
- 3Y
- +21.4%
- Vol
- 18.0%
- Max DD
- -32.4%
- Sharpe
- 1.19
- 3Y win
- +84%
- Higher win rate vs category
Caveat: Higher volatility · Deeper drawdown · Lower trailing returns