FundLens
79
Small CapStrong Buy

Motilal Oswal Small Cap

Motilal Oswal · Direct–Growth · rank #3 of 36 by Smart Score

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
15.0%
+14.9% vs index
3 Years
5 Years
Since launch
22.3%

Year-by-year performance

last entry = YTD
2024
+48.2%
2025
-4.1%
2026
+17.5%

Why this score

Motilal Oswal Small Cap scores 79/100 — #3 of 36 Small Cap fund (Strong Buy). It stands out for sharpe ratio and alpha — beating 85% 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 ratio0.89 · 85th percentile in category
Alpha10.33 · 95th percentile in category
Expense ratio0.66% · 85th percentile in category
Sortino ratio1.23 · 88th percentile in category
1Y return15.01% · 95th percentile in category
Fund size7179.39 Cr · 60th percentile in category

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