Motilal Oswal Small Cap Fund Direct Growth

Scheme code: INF247L01BY3 NAV value: ₹ 12.8769 NAV date: 19 March, 2026 TER: 0.77%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.03	51.21	11.88	12.73	15.02

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	33.03	1.91	12.73
3 year	10	38.98	24.02
5 year	-3.54	38.77	14.02
7 year	5.3	18.27	10.77
10 year	11.13	12.43	11.78

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-95.03	-20.79	-39.08	12.73

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.59	25.94	-0.25	12.73
3 year	9.95	44.32	26.6
5 year	3.43	40.21	18.55
7 year	-9.55	20.18	13.86
10 year	-0.15	14.99	3.68
12 year	0.63	8.47	5.14
15 year	9.54	11.15	10.27

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,58,661 - Absolute Returns: ₹58,661 - CAGR: %

Max Drawdown

-23.69 %

Drawdown Duration

3 months

Avg Drawdown

-6.13 %

1 Y

0.5373

vs NIFTY SMALLCAP 250

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.91	0.87	87.0	85.4	5.83 %	4.69 %
3 years	5.69	0.83	87.9	80.1	8.10 %	1.57 %
5 years	2.90	0.83	87.9	80.1	4.78 %	0.94 %
7 years	1.73	0.83	87.9	80.1	3.39 %	0.67 %
10 years	0.87	0.83	87.9	80.1	2.36 %	0.47 %
12 years	0.54	0.83	87.9	80.1	1.97 %	0.39 %
15 years	0.21	0.83	87.9	80.1	1.57 %	0.31 %