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Small Cap · Motilal Oswal Mutual Fund · AMFI code 152232Motilal Oswal Small Cap Fund
Disclosed for 33 months, Jan 2024 to Sep 2026.Published as: MOTILAL OSWAL SMALL CAP FUND
Portfolio value
₹1,418 Cr
Jan 2024
- Stocks held
- 35
- Top 10 weight
- 32.4%
- of the portfolio in its ten largest
- Cash & debt
- 10.7%
- cash, money market and debt
- Moves this month
- —
- no earlier month
Motilal Oswal Small Cap Fund is an active equity fund in the Small Cap category from Motilal Oswal Mutual Fund. In January 2024 it disclosed 35 stocks worth ₹1,418 Cr. Its largest positions were Karur Vysya Bank Limited (3.8%), Blue Star Limited (3.6%), Bharat Electronics Limited (3.3%); the ten largest together made up 32.4% of the portfolio, and Electrical Equipment was the biggest sector at 11.6% of its equity. Cash and debt stood at 10.7%.
Against 34 other Small Cap funds
Concentration
88%
Top-10 weight is higher than 88% of peers
Breadth
0%
Holds more stocks than 0% of peers
Cash
82%
Holds more cash than 82% of peers
What these mean: concentration · cash
Holdings in January 2024
Download CSVEvery line the fund disclosed, with the change against the previous month. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
What changed
This is the earliest month on record for the fund.
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
No earlier month with a sector split to compare against.
Allocation in Jan 2024
- Electrical Equipment (4)11.6%
- Consumer Durables (4)10.9%
- Capital Markets (3)9.2%
- Aerospace & Defense (3)8.5%
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Jan 2024
10.7%
- Cash alone
- 10.7%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- —
- lowest to highest · record 10.7% in Jan 2024
Not enough months to draw.
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.