Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Motilal Oswal Smallcap
  • Opening:
    5th December 2023
  • Closing:
    19th December 2023
  • Scheme Type:
    Open Ended Equity Small Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV If redeemed on or before 15 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

To generate capital appreciation by investing predominantly in Small Cap stocks.

  • Benchmark:

  • NIFTY Smallcap 100

  • Fund Manager:

  • Ajay Khandelwal, Niket Shah, Rakesh Shetty, Ankush Sood

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
ICICI Prudential Smallcap Fund 19.63(6M) 37.52(1Y)
Mahindra Manulife Small Cap Fund 33.79(6M) 57.98(1Y)

Fund Prognosis

Idea Distiller

The segment which has seen a 40 percent index growth in the past year is definitely easy to sell.

  • Fund House AAUM:

  • Rs. 3921026.91 Lakhs (as on 30th September 2023)

  • Fund Manager:

  • Combined experience of above 14 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Problem with the fund is the huge competition and a segment that has done fabulously over the last 2 years. How long can the party last?