NFO Monitor

Fund Facts

Name of Funds:

Motilal Oswal Smallcap

Opening:

5th December 2023

Closing:

19th December 2023

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV If redeemed on or before 15 days from the date of allotment.

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 Scheme

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 House AAUM:

Combined experience of above 14 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph 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?

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NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

ICICI Prudential Smallcap Fund

Mahindra Manulife Small Cap Fund

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company