Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
MrktWatch
 
about-us our-services Trading-account ETrade MF IPO Research Fundamentals charts Market Watch News
 
Snapshot
Snapshot
Motilal Oswal Small Cap Fund - Direct (IDCW)
Select Section, which you want to view Separately
Summary
Fund Name : Motilal Oswal Mutual Fund
Scheme Name : Motilal Oswal Small Cap Fund - Direct (IDCW)
AMC : Motilal Oswal Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 05-Dec-23
Fund Manager : Ajay Khandelwal
Net Assets:(Rs. cr) 8297.97
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.43 -4.27 -2.12 11.97 11.84 NA NA 19.45
Category Avg -0.12 -3.11 -4.56 -0.76 -3.63 11.88 10.37 11.04
Category Best 3.72 5.38 12.56 19.92 20.27 35.13 20.99 36.79
Category Worst -3.37 -8.93 -12.02 -14.76 -23.09 -5.30 -0.25 -13.74
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8997 5.9957 0.8089 11.0066 0.0782
Asset Allocation
Holdings
Company Name% Hold
Rubicon Research 3.84
Va Tech Wabag 3.82
CCL Products 3.49
Aditya Infotech 3.38
Karur Vysya Bank 3.02
Dr Agarwal's Hea 2.92
Sky Gold & Diam. 2.57
Syrma SGS Tech. 2.52
Rainbow Child. 2.36
Campus Activewe. 2.20
Vijaya Diagnost. 2.14
V-Mart Retail 2.14
Five-Star Bus.Fi 2.10
Pricol Ltd 2.10
Varroc Engineer 2.07
Asahi India Glas 2.04
Shaily Engineer. 1.88
Aegis Vopak Term 1.84
V2 Retail 1.80
Aditya Vision 1.76
Multi Comm. Exc. 1.72
JM Financial 1.72
DCB Bank 1.71
MTAR Technologie 1.71
eClerx Services 1.69
Meesho 1.69
Apar Inds. 1.65
Chalet Hotels 1.51
Dixon Technolog. 1.49
C D S L 1.42
Gabriel India 1.40
Symbiotec Pharma 1.32
Gokaldas Exports 1.30
City Union Bank 1.28
Eternal 1.28
Deepak Fertilis. 1.27
BSE 1.19
Lohia Corp 1.19
Shadowfax Techno 1.18
PG Electroplast 1.13
Schneider Elect. 1.10
A B Real Estate 1.01
Chola Financial 0.99
Manipal Payment 0.93
OneSource Speci. 0.92
Thirumalai Chem. 0.91
Indo-MIM 0.86
KEI Industries 0.81
Sonata Software 0.79
Kaynes Tech 0.78
Wework India 0.75
Birlasoft Ltd 0.65
J & K Bank 0.62
Zensar Tech. 0.47
Kusumgar 0.44
Devyani Intl. 0.41
Rentomojo 0.38
Rossari Biotech 0.25
TREPS 7.22
Net CA & Others 0.87
 < Back Top
BSE Disclaimer     |     Disclaimer     |     RA Disclosures and Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   ODR Circular   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   | UPI IDs for Payment

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
Research Analyst SEBI Reg. No.INH000001527 | Research Analyst BSE Enlistment Number: 5104
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Designed, Developed, Maintained and Content Powered by
C-MOTS InfoTech(ISO 9001:2015 & ISO/IEC 27001:2022 Certified)
Charts are powered by TradingView