Think Big,

Start Small
Motilal Oswal Small Cap Fund
An open-ended equity scheme predominantly
investing in small cap stocks

NFO Period
5th-19th December, 2023

Why Small Caps Now?

01
Earnings Buoyancy 40% Nifty Small 250 TTMPE (RHS) 34
Nifty Smallcap 250 - Premium Over Nifty 50
32
02 Healthier Balance Sheets 30%
30% Nifty TTMPE (RHS)
30

03 Strong Trend of Retail 20% 17% 28

Investment Flows 26
10%
04 Trading at Reasonable 24
Valuations 0% 22

05 General Elections -10% 21.1

20

Run-Up has been a 18

comfortable time period -20% 16
Oct-21
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
Apr-22
May-22
Jun-22
Jul-22
Aug-22
Sep-22
Oct-22
Nov-22
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23
Jun-23
Jul-23
Aug-23
Sep-23
Oct-23
Nov-23

06
Higher Exposure to
domestic market
Valuation Change in Index Value Change in TTMPE*
07 Small caps could From Nifty Smallcap Peak in 2022 21.3% -25.2%
benefit most from the
next rate cycle Data as on 12th November 2023. Source: NSE, MOAMC Internal. *Trailing twelve months
 Why Motilal Oswal Small Cap Fund?

Expertise Size Advantage Quality & Growth High Conviction Your victory Growth Themes
is our victory

Quality of House identified

Long & Fresh Business and high growth
Successful Portfolio – Uniquely
Management - Skin in the game themes which
Track Record of curated to positioned
key factor for - Commitment we believe are
Wealth Creation capture best high
small cap by promoter for evolving as
by early opportunities conviction
investing. investment leaders of
identifying & for future small cap
QGLP during NFO current market
Investing in growth fund
Investment cycle
Small Caps
Philosophy

Health Care Tech &

Financialisation China + 1 Make in India Urbanization
Ecosystem Tech Services

High AUM growth New Age Leisure and

Hospitals Chemicals Auto+EV
Retail Focused Lenders Consumer Tech Luxury
Electronic
Capital Market High Growth Capital Goods & Travel &
Diagnostics Manufacturing
Companies Tech Companies Engineering Hospitality
Services

Pharmacy Health & Textiles & Infrastructure

Brands
Retailing Life Insurance Garments Ancillaries

Renewable power

Defense

Scheme Details
To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no
Investment Objective
assurance that the investment objective of the scheme will be realized

Benchmark Nifty SmallCap 250 TRI

Plans Regular & Direct

Options Growth/IDCW

For Lump sum: Rs.500/- and in multiples of Re. 1/- thereafter

Min Amount for For weekly, monthly and fortnightly SIP Rs. 500/- and multiple of Re. 1/- thereafter
Application in NFO For quarterly SIP Rs. 1500/- and multiple of Re. 1/- thereafter
For annually SIP Rs. 6000/- and multiple of Re. 1/- thereafter

Benchmark Riskometer
Name of the scheme Scheme Riskometer Nifty Small Cap 250 TRI
Motilal Oswal Small Cap Fund (An open ended equity scheme predominantly investing in small cap stocks)

This product is suitable for investors who are seeking*

Long term capital growth.
Investing predominantly in equities and equity related instruments of small cap companies

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Investors understand that their principal will be at Very High risk

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Disclaimers and Risk Factors: The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and conditions.
The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy and should not be construed as
investment advice to any party. The sectors mentioned herein is for general knowledge purpose and shall not be construed as an investment advice to any party. MOAMC does not take
the responsibility for the authenticity of the above information/news/data. The statements contained herein may include statements of future expectations and other forward-looking
statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to
differ materially from those expressed or implied in such statements. Readers shall be fully responsible / liable for any decision taken on the basis of this document and make their
own investigation and seek appropriate professional advice. Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for
illustration purpose only and should not be used for development or implementation of an investment strategy. Risks associated with investing in Small cap stocks: The scheme would
predominantly invest in Equity and Equity related instruments pertaining to Small cap companies in line with the Investment objective of the scheme. While investing in Small cap
stocks give one an opportunity to go beyond the usual large blue chip stocks and present possible higher capital appreciation, it is important to note that Small caps can be riskier
and more volatile on a relative basis. Therefore, the risk levels of investing in Small cap stocks are more than investing in stocks of large well-established companies. And it is important
to note that generally, no one class consistently outperforms the others. Small cap stocks carry higher liquidity risk as they are less extensively researched compared to large cap
stocks. This may lead to abnormal illiquidity and consequent higher impact cost