75
Small CapBuy
Motilal Oswal Small Cap
Motilal Oswal · Direct–Growth · rank #4 of 36 by Smart Score
Data updated
Trailing returns
1 Year
25.3%
+16.7% vs index
3 Years
—
5 Years
—
Since launch
23.3%
Year-by-year performance
2024
+48.2%+21.7% vs index
2025
-4.1%+1.5% vs index
2026
+23.3%+13.7% 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 sortino ratio — 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 ratio0.96 · 92nd percentile in category
Sortino ratio1.34 · 95th percentile in category
Alpha11.38 · 95th percentile in category
1Y return25.30% · 92nd percentile in category
Fund size7604.53 Cr · 60th percentile in category
Volatility17.45 · 44th percentile in category
Top holdings
1.Rubicon Research Ltd.4.43%
2.VA Tech Wabag Ltd4.03%
3.Karur Vysya Bank Ltd3.48%
4.CCL Products (India) Ltd3.36%
5.Aditya Infotech Ltd.3.25%
61 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.