Motilal Oswal Small Cap Fund
The fund has refreshed its portfolio with a notable new oil sector position entering the top holdings, signaling conviction in energy exposure despite broader small-cap diversification across 56 stocks. The concentrated top-10 weighting of 37 percent, combined with exits from established names, suggests the manager is actively pruning for quality and positioning defensively with elevated cash of 8 percent. This tactical repositioning indicates cautious optimism about selective opportunities while maintaining flexibility in a volatile small-cap environment.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Regular Growth | ₹14.5084 | +8.61% | +6.67% | -0.44% | +10.48% | — | — |
Portfolio Metrics(latest month)
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| TRP_040526 | 6.98% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | TRP_040526 CBLO | 6.98% |
| 2 | CCL Products India Ltd INE421D01022 | 4.10% |
| 3 | Rubicon Research Limited INE506V01022 | 3.83% |
| 4 | VA Tech Wabag Ltd INE956G01038 | 3.78% |
| 5 | Karur Vysya Bank Ltd INE036D01028 | 3.64% |
| 6 | Aditya Infotech Limited INE819V01029 | 3.23% |
| 7 | Dr Agarwals Health Care Limited INE943P01029 | 3.06% |
| 8 | Vijaya Diagnostic Centre Limited INE043W01024 | 2.83% |
| 9 | Campus Activewear Limited INE278Y01022 | 2.72% |
| 10 | Shaily Engineering Plastics Limited INE151G01028 | 2.65% |
| 11 | Pricol Ltd INE726V01018 | 2.41% |
| 12 | Aditya Vision Ltd INE679V01027 | 2.35% |
| 13 | V2 Retail Ltd INE945H01021 | 2.23% |
| 14 | Rainbow Childrens Medicare Limited INE961O01016 | 2.17% |
| 15 | Sky Gold And Diamonds Limited INE01IU01018 | 2.13% |
| 16 | Gabriel India Limited INE524A01029 | 2.03% |
| 17 | Asahi India Glass Ltd INE439A01020 | 2.00% |
| 18 | V-Mart Retail Limited INE665J01013 | 1.97% |
| 19 | JM Financial Ltd INE780C01023 | 1.96% |
| 20 | Apar Industries Ltd INE372A01015 | 1.93% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.