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Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

Motilal Oswal Small Cap Fund - Portfolio Analysis

  • ₹13.98 (0.9%)

    Current NAV 29-07-2025

  • 9.59%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 90.79%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Small Cap 67.59
Mid Cap 12
Others 6.07
Large Cap 5.14

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Consumer Cyclical

Financial Services

Healthcare

Basic Materials

Consumer Defensive

Technology

Communication Services

Utilities

Energy

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Karur Vysya Bank Ltd Small Cap Financial Services (20.32) 3.58% 0 11.33%
CCL Products (India) Ltd Small Cap Consumer Defensive (70.74) 3.46% 36.28 36.94%
Dr Agarwals Health Care Ltd Healthcare 3.33% - 0%
Styrenix Performance Materials Ltd Small Cap Basic Materials (28.8) 2.92% 0 -45.72%
Campus Activewear Ltd Small Cap Consumer Cyclical (50.24) 2.81% 25.89 27.41%
Rainbow Childrens Medicare Ltd Small Cap Healthcare (48.39) 2.53% 59.63 27.53%
Shaily Engineering Plastics Ltd Small Cap Basic Materials (45.03) 2.47% 79.96 93.44%
Triveni Turbine Ltd Small Cap Industrials (53.51) 2.46% 54.19 1.24%
Apar Industries Ltd Mid Cap Industrials (58.31) 2.43% 47.05 6%
V-Guard Industries Ltd Small Cap Industrials (70.84) 2.34% 53.96 -15.25%
Cholamandalam Financial Holdings Ltd Small Cap Financial Services (36.96) 2.31% 17.73 40.11%
V-Mart Retail Ltd Small Cap Consumer Cyclical (96.67) 2.29% 0 -5.35%
VA Tech Wabag Ltd Small Cap Industrials (28.85) 2.28% 34.07 23.62%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (12.96) 2.25% 10.18 -14.3%
Multi Commodity Exchange of India Ltd Small Cap Financial Services (78.79) 2.19% 70.84 85.07%
V2 Retail Ltd Small Cap Consumer Cyclical (86.78) 2.16% 94.34 120.32%
Five-Star Business Finance Ltd Small Cap Financial Services (29.04) 2.13% 0 -2.29%
Vijaya Diagnostic Centre Ltd Small Cap Healthcare (48.39) 2.11% 74.54 37.97%
Chalet Hotels Ltd Small Cap Consumer Cyclical (71.65) 2.01% 136.91 4.97%
Suzlon Energy Ltd Mid Cap Industrials (53.51) 1.96% 40.54 -10.32%
Transformers & Rectifiers (India) Ltd Small Cap Industrials (28.85) 1.95% 0 36.09%
Gokaldas Exports Ltd Small Cap Consumer Cyclical (54.21) 1.94% 41.22 -8.33%
Pricol Ltd Small Cap Consumer Cyclical (43.98) 1.94% 31.94 -12.12%
eClerx Services Ltd Small Cap Technology (51.64) 1.91% 31.72 40.93%
Pitti Engineering Ltd Small Cap Industrials (43.98) 1.91% 29.03 -20.6%
Aditya Birla Real Estate Ltd Small Cap Basic Materials (17.09) 1.8% -109.19 -19.18%
Bharat Electronics Ltd Large Cap Industrials (47.83) 1.78% 53.57 21.36%
Varroc Engineering Ltd Ordinary Shares Small Cap Consumer Cyclical (30.37) 1.72% 134.41 -16.81%
Sky Gold and Diamonds Ltd Small Cap Consumer Cyclical (71.07) 1.71% 28.48 36.56%
KEI Industries Ltd Mid Cap Industrials (48.05) 1.7% 50.3 -9.32%
Siemens Energy India Ltd Utilities 1.69% - 0%
Hitachi Energy India Ltd Ordinary Shares Mid Cap Industrials (204.54) 1.62% 0 65%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 1.55% 206.18 772.74%
Premier Energies Ltd Mid Cap Technology 1.48% - 0%
Deepak Fertilisers & Petrochemicals Corp Ltd Small Cap Basic Materials (26.65) 1.47% 21.11 61.22%
JM Financial Ltd Small Cap Financial Services (26.13) 1.43% 27.94 36.14%
KEC International Ltd Small Cap Industrials (26.89) 1.28% 213.91 49.58%
Kaynes Technology India Ltd Mid Cap Industrials (114.65) 1.25% 128.78 24.88%
Rossari Biotech Ltd Ordinary Shares Small Cap Basic Materials (58.31) 1.25% 28.53 -15.68%
P N Gadgil Jewellers Ltd Small Cap Consumer Cyclical 1.25% - 0%
Godrej Agrovet Ltd Ordinary Shares Small Cap Consumer Defensive (31.87) 1.21% 28.14 16.59%
Sagility India Ltd Small Cap Healthcare 1.13% - 0%
Central Depository Services (India) Ltd Small Cap Financial Services 1.13% - 0%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 1.11% 28.3 41.05%
Aegis Vopak Terminals Ltd Energy 1.05% - 0%
Gufic Biosciences Ltd Small Cap Healthcare (55.16) 0.99% 36 45.63%
Carraro India Ltd Small Cap Consumer Cyclical 0.94% - 0%
Inox Wind Ltd Small Cap Industrials (53.51) 0.56% 55.7 -10.2%
Aegis Vopak Termin 0% - 0%
Siemens Engy Ind 0% - 0%
Mphasis Ltd Mid Cap Technology (19.56) 0% 0 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Motilal Oswal Small Cap Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Motilal Oswal Small Cap Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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