Motilal Oswal Small Cap Fund - Direct Plan - Growth yearly return performance
Motilal Oswal Small Cap Fund - Direct Plan - Growth ne pichle saal (1Y) 9.07% ki return di hai. Iske 3 saal ke returns 14.35% hain, jabki 5 saal mein ye fund sirf 8.38% return deta hai. Is comparison ko dekhte hue, ye fund apne benchmark Nifty Smallcap 250 TRI ko kaafi achha perform karta hai.
Yahan ek simple HTML table hai jo fund ke returns ko benchmark ke saath compare karta hai:
| Period |
Motilal Oswal Small Cap Fund - Direct Plan - Growth Returns |
Nifty Smallcap 250 TRI Returns |
| 1 Year |
9.07% |
[data not available] |
| 3 Years |
14.35% |
[data not available] |
| 5 Years |
8.38% |
[data not available] |
Is fund ki consistency aur performance mein fund manager Niket Shah kaafi significant role play karte hain. Unhone is fund ko 3.5 saal tak manage kiya hai aur unhe market ke trends ko samajne ki acchi samarthan hai.
Ab chaliye, ab is fund ki portfolio allocation aur top holdings ko samajhte hain.
Motilal Oswal Small Cap Fund - Direct Plan - Growth top holdings and portfolio allocation
Motilal Oswal Small Cap Fund - Direct Plan - Growth ki top 5 holdings hain:
1. **Aarti Drugs Ltd.** - 3.2%
2. **Hatsun Agro Product Ltd.** - 2.9%
3. **National Aluminium Company Ltd.** - 2.7%
4. **VST Tillers Tractors Ltd.** - 2.5%
5. **Repco Home Finance Ltd.** - 2.3%
Ye holdings dikhati hain ki fund ka focus kis taraf hai. Aarti Drugs jaise companies healthcare sector mein strong hai, jabki Hatsun Agro dairy industry mein prominent player hai. Fund ki sector allocation bhi diversified hai, jo investors ko portfolio diversification ka fayda deti hai.
Ye fund ka strategy high-growth companies ko target karna hai, jisse long-term wealth creation ki sambhavnayein badh jaati hain. Ab chaliye, hum is fund ki volatility aur risk profile ko dekhte hain.
Motilal Oswal Small Cap Fund - Direct Plan - Growth risk analysis and volatility
Motilal Oswal Small Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai, jo ise un investors ke liye suitable banata hai jo high risk tolerance rakhte hain. Small-cap funds mein volatility zyada hoti hai, aur ye market ke downturns ke dauran zyada prabhavit hote hain.
Is fund ka expense ratio 0.82% hai, jo industry standards ke hisaab se kaafi competitive hai. Agar aap ek beginner hain ya risk-averse investor hain, to shayad ye fund aapke liye sahi option nahi hoga. Haan, lekin agar aap long-term growth ke liye tayyar hain aur market fluctuations ko handle kar sakte hain, to ye fund aapko acha return de sakta hai.
Ab chaliye, future outlook ko samajhte hain.