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Motilal Oswal Small Cap Fund Direct-Growth

Equity: Small Cap - Growth (Open ended)

SEBI Riskometer: Very HighCategory: Equity: Small CapBenchmark: NIFTY Smallcap 250 Total Return IndexCheck Portfolio Overlap →

NAV: ₹16.19-2.12%

23 Oct 2026

Rolling Returns Analysis

Rolling annualized returns of Motilal Oswal Small Cap Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	07 Jan, 2025 - 23 Oct, 2026	-	-	-
Average returns	13.76%	-	-	-
Standard deviation	10.52%	-	-	-
Best returns	49.36% 1 year ending on 07 Jan, 2025	-	-	-
Worst returns	-8.63% 1 year ending on 12 Jan, 2026	-	-	-
Period with positive return	90.54%	-	-	-
Period with return > 5%	78.60%	-	-	-
Period with return > 10%	64.19%	-	-	-
Period with return > 15%	48.42%	-	-	-
Beat % Category	91.67%	-	-	-
Beat % Benchmark	95.50%	-	-	-

Trailing Returns

Point-to-point returns of Motilal Oswal Small Cap Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-10%

10%

13.0%

3.0%

-1.3%

YTD

-8.8%

-10.4%

-11.0%

1 M

10.5%

2.3%

-0.8%

6 M

9.6%

0.1%

-4.4%

1 Y

13.4%

11.8%

3 Y

13.9%

12.4%

5 Y

16.3%

13.1%

10 Y

Fund

Equity: Small Cap

NIFTY Smallcap 250 Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	12.97%	-8.76%	10.52%	9.60%	-	-	-	18.58%
Equity: Small Cap	2.96%	-10.45%	2.27%	0.13%	13.36%	13.85%	16.29%	-
NIFTY Smallcap 250 Total Return Index	-1.30%	-10.98%	-0.85%	-4.43%	11.82%	12.41%	13.07%	-
Rank in category	4	4	4	4	-	-	-	-
Funds in category	49	52	52	46	34	26	12	-

Period Returns

Calendar-year, quarterly and monthly return history of Motilal Oswal Small Cap Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Motilal Oswal Small Cap Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Motilal Oswal Small Cap Fund Direct-Growth?

Motilal Oswal Small Cap Fund Direct-Growth has delivered a 1-year return of 9.60% as of 22 Oct 2026. During the same period, its benchmark NIFTY Smallcap 250 Total Return Index returned -4.43%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of Motilal Oswal Small Cap Fund Direct-Growth?

The 3-year CAGR for Motilal Oswal Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of Motilal Oswal Small Cap Fund Direct-Growth?

The 5-year CAGR for Motilal Oswal Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of Motilal Oswal Small Cap Fund Direct-Growth since inception?

Since its launch on 29 Dec 2023, Motilal Oswal Small Cap Fund Direct-Growth has delivered a CAGR of 18.58%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Motilal Oswal Small Cap Fund Direct-Growth performed vs its category over the long term?

Category rank for Motilal Oswal Small Cap Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of Motilal Oswal Small Cap Fund Direct-Growth?

The Sharpe ratio of Motilal Oswal Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of Motilal Oswal Small Cap Fund Direct-Growth?

The alpha of Motilal Oswal Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Motilal Oswal Small Cap Fund Direct-Growth?

The beta of Motilal Oswal Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Motilal Oswal Small Cap Fund Direct-Growth?

The average 1-year and 3-year rolling returns of Motilal Oswal Small Cap Fund Direct-Growth is 13.76% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

07 Jan, 2025 - 23 Oct, 2026

Average returns

13.76%

Standard deviation

10.52%

Best returns

49.36%

1 year ending on 07 Jan, 2025

Worst returns

-8.63%

1 year ending on 12 Jan, 2026

Period with positive return

90.54%

Period with return > 5%

78.60%

Period with return > 10%

64.19%

Period with return > 15%

48.42%

Beat % Category

91.67%

Beat % Benchmark

95.50%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

12.97%

-8.76%

10.52%

9.60%

18.58%

Equity: Small Cap

2.96%

-10.45%

2.27%

0.13%

13.36%

13.85%

16.29%

NIFTY Smallcap 250 Total Return Index

-1.30%

-10.98%

-0.85%

-4.43%

11.82%

12.41%

13.07%

Rank in category

Funds in category