motilal oswal small cap fund nfo

motilal oswal small cap fund nfo

The Motilal Oswal Small Cap Fund NFO closed on December 19, 2023, so it’s currently not open for investment. However, I can still provide you with comprehensive information about the fund:

Key Details:

  • Objective: Capital appreciation by investing predominantly in small-cap stocks (minimum 65% allocation).
  • Fund Manager: Ajay Khandelwal.
  • Investment Strategy: High-conviction portfolio of around 30 small-cap stocks (individual exposure between 1.5% and 4.5%). Focus on quality businesses with strong growth potential at reasonable prices. Low-churn, buy-and-hold approach.
  • Benchmark: Nifty Smallcap 250 TRI.
  • Open Date: December 5, 2023.
  • Close Date: December 19, 2023.
  • Minimum Investment: Rs. 500 and in multiples of Rs. 1 thereafter.
  • NAV: The initial NAV was set at Rs. 10.

motilal oswal small cap fund nfo


As the fund is new, it doesn’t have any performance track record yet. However, small-cap funds can generate substantial returns in the long term, but they also carry higher volatility.

Important Points to Consider:

  • Invest in small-cap funds only if you have a long-term investment horizon (10+ years).
  • These funds are best suited for investors with a higher risk appetite who can tolerate market fluctuations.
  • Diversify your portfolio across different asset classes and avoid putting all your eggs in one basket.

Additional Resources:

I hope this information is helpful. Please let me know if you have any other questions.

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