Fundalysisby DARKHORSESTOCKS

Scheme

Motilal Oswal Small Cap Fund

Holds 58 companies worth ₹7,626 Cr in Sept 2026.

  • Fund house

    Motilal OswalThe fund house that runs this scheme.

  • AUM

    ₹8,298 CrMotilal Oswal Small Cap Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 1.8% on Aug 2026, ₹8,150 Cr.

  • Largest holding

    Rubicon Research LimitedRubicon Research Limited is 3.8% of this scheme's NAV.

  • Fund manager

    Not available yetIts fund house hasn't published who runs it in a document we can read, so we don't have it yet. Know who runs it? Tell us on its Summary tab.

AUM(Dec 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20268,298+1.8%
Aug 20268,150+7.2%
Jul 20267,605+5.9%
Jun 20267,179+10.1%
May 20266,520+5.1%
Apr 20266,206+19.9%
Mar 20265,178−8.4%
Feb 20265,653+2.6%
Jan 20265,512−5.6%
Dec 20255,837−0.4%
Nov 20255,859+0.5%
Oct 20255,830+6.9%
AUM at month end, Sept 2026
₹8,298 Cr
+42.3% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2023 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202645.30%−0.29 pt
Jun 202645.58%−0.72 pt
Mar 202646.30%−0.59 pt
Dec 202546.89%−0.40 pt
Direct plans' share of AUM, Sept 2026
45.30%
−1.60 pt since Dec 2025
Fig. 2.Motilal Oswal Small Cap Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.50%−3.59%––−3.88%
3 months *
+2.44%+2.16%––+1.29%
6 months *
+26.11%+25.39%––+17.51%
1 year
+18.98%+17.64%+3.93%+15.06 pt+11.37%
Since launch
+21.47%+19.89%+9.62%+11.85 pt+19.03%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI.