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Motilal Oswal Small Cap vs PGIM India Small Cap

Two small cap funds, side by side: returns over 1, 3 and 5 years, rank in category, and how each did against an index fund.

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Side by side

Direct plans, growth option. Returns are annualised, to 09 Oct 2026.

Motilal Oswal Small CapPGIM India Small Cap
CategorySmall CapSmall Cap
Return over 1 year19.0%10.1%
Rank in category, 1 year4 of 3015 of 30
Against an index fund, 1 year15.6% ahead6.7% ahead
Regular plan return, 1 year17.6%8.5%
What the regular plan costs1.34% a year1.62% a year
Over 1 year, Motilal Oswal Small Cap returned more by 8.8% a year

Motilal Oswal Small Cap Fund returned 19.0% a year and PGIM India Small Cap Fund 10.1%. Only one period can be compared, because one of the funds is young.

Ahead over 1 yearMotilal Oswal Small Cap

Two funds, one job

Both are small cap funds, so they choose from the same list of companies and tend to hold many of the same shares. Holding both adds less spread than it seems. The choice is usually one or the other.

What the numbers do not settle

The fund that was ahead over the last 1 year is not reliably the one ahead over the next. Look at whether a lead holds across periods, what each fund would cost you to enter and leave, and which fits the rest of what you own.

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Questions

Which has given higher returns, Motilal Oswal Small Cap Fund or PGIM India Small Cap Fund?

Over the 1 year to 09 Oct 2026, Motilal Oswal Small Cap Fund returned 19.0% a year and PGIM India Small Cap Fund returned 10.1%, measured by their direct plans. Past returns do not tell you which will lead next.

Are Motilal Oswal Small Cap Fund and PGIM India Small Cap Fund in the same category?

Yes. Both are small cap funds, so they invest in the same part of the market and are likely to hold many of the same shares.

Should I switch from one to the other?

Not on past returns alone. A switch can mean an exit load and tax on your gains, and leadership between funds changes over time. Whether either fund suits you depends on your goals and the rest of your portfolio, which is a question for an advisor.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.