76
Small CapBuy
Motilal Oswal Small Cap
Motilal Oswal · Direct–Growth · rank #3 of 36 by Smart Score
Data updated
Trailing returns
1 Year
17.3%
+14.1% vs index
3 Years
—
5 Years
—
Since launch
21.0%
Year-by-year performance
2024
+48.2%+21.7% vs index
2025
-4.1%+1.5% vs index
2026
+20.0%+14.2% vs index
Why this score
Motilal Oswal Small Cap scores 76/100 — #3 of 36 Small Cap fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 90% 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 ratio0.84 · 90th percentile in category
Sortino ratio1.16 · 95th percentile in category
Alpha10.76 · 95th percentile in category
1Y return17.33% · 89th percentile in category
Fund size8297.97 Cr · 60th percentile in category
Expense ratio0.85% · 57th percentile in category
Top holdings
1.Rubicon Research Ltd.3.84%
2.VA Tech Wabag Ltd3.82%
3.CCL Products (India) Ltd3.49%
4.Aditya Infotech Ltd.3.38%
5.Karur Vysya Bank Ltd3.02%
58 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.