At a time when mutual funds across categories are struggling to remain upbeat amid sustained market sell-offs, Motilal Oswal Mutual Fund has emerged as a clear winner with its large cap, mid cap, small cap, and flexi cap funds leading in their respective categories. Despite more than 20% correction in mid- and small-cap stocks and around 16% drop in large-cap shares, Motilal Oswal’s 4 funds have outperformed their peers, delivering strong returns even in a volatile market.
In this story, we will discuss these 4 funds – Motilal Oswal Small Cap Fund, Motilal Oswal Mid Cap Fund, Motilal Oswal Large Cap Fund, and Motilal Oswal Flexi Cap Fund. These funds have shown resilience and outperformance, making them strong contenders for investors looking for growth amid market uncertainty. However, investors must assess their risk appetite and investment horizon before investing in any of these funds as the returns in the past don’t guarantee the schemes would keep doing well in future also.
Want to know the exact returns and fund performance? Check now how Motilal Oswal’s funds stood out.
Motilal Oswal Small Cap Fund
The small-cap fund’s regular scheme has given a 14.61% return in the last one year and the direct plan has yielded 16.30% during the period.
Motilal Oswal Small Cap Fund Vs peers
Interestingly, in the small-cap mutual fund space, besides Motilal Oswal Small Cap Fund only Bandhan Small Cap Fund has managed to achieve a double-digit growth in the last 1 year. According to the Association of Mutual Funds in India (AMFI) data, 9 funds out of 27 have given negative returns in the past one year.
Also read: Top 10 small cap funds with up to 40 pc annualised returns in 5 years
Motilal Oswal Small Cap Fund (Regular) details
Benchmark: NIFTY Smallcap 250 TRI
Expense ratio: 1.84%
Fund launch date: 26 Dec. 2023
Return since launch: 17.95%
Assets under management (AUM): Rs 3,854.98 crore (as of Feb. 26, 2025)
Riskometer level: Very High
Motilal Oswal Mid Cap Fund
The regular plan of the mid-cap fund has earned investors a 16.92% return and the direct scheme has given an 18.15 yield in the last 1 year.
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