75
Small CapBuy
Motilal Oswal Small Cap
Motilal Oswal · Direct–Growth · rank #4 of 36 by Smart Score
Data updated
Trailing returns
1 Year
21.0%
+16.3% vs index
3 Years
—
5 Years
—
Since launch
22.8%
Year-by-year performance
2024
+48.2%+21.7% vs index
2025
-4.1%+1.5% vs index
2026
+23.2%+13.4% vs index
Why this score
Motilal Oswal Small Cap scores 75/100 — #4 of 36 Small Cap fund (Buy). It stands out for sharpe ratio and alpha — beating 92% of peers on sharpe ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.94 · 92nd percentile in category
Alpha11.01 · 95th percentile in category
Sortino ratio1.30 · 94th percentile in category
1Y return21.04% · 89th percentile in category
Fund size8150.20 Cr · 60th percentile in category
Expense ratio0.85% · 58th percentile in category
Top holdings
1.Rubicon Research Ltd.4.52%
2.VA Tech Wabag Ltd3.98%
3.CCL Products (India) Ltd3.37%
4.Karur Vysya Bank Ltd3.29%
5.Aditya Infotech Ltd.3.19%
61 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.