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Motilal Oswal Small Cap Fund vs Axis Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5830 Cr | ₹27066 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 26 Dec 2023 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 1.84 | 1.61 |
| Manager | Rakesh Shetty | Shreyash Devalkar |
| ISIN Code | INF247L01BV9 | INF846K01K01 |
| Exits Load | Motilal Oswal Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -4.21% | -3.78% |
| 6 Month | -2.47% | -3.52% |
| 1 Year | -8.51% | -6.29% |
| 3 Year | - | 16.84% |
| 5 Year | - | 22.17% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.05% | -1.59% |
| 1 Year | 8.68% | 6.03% |
| 3 Year | - | 12.95% |
| 5 Year | - | 16.23% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.71% | 16.83% |
| 3 Year | - | 19.37% |
| 5 Year | - | 20.47% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.84% |
| Beta | - | 0.7% |
| Alpha | - | 1.26% |
Fund Managers
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Shreyash Devalkar |
| Total AUM | ₹33886 Cr | ₹166770 Cr |
| Funds Managed | 19 | 14 |
| Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 17.4 | 13.94 |
| Small Cap | 72.23 | 69.1 |
| Mid Cap | 9.06 | 12.58 |
| Large Cap | 1.31 | 4.38 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.48 | 9.46 |
| Consumer Cyclical | 24.66 | 10.99 |
| Basic Materials | 8.19 | 11.35 |
| Financial Services | 17.45 | 18.35 |
| Healthcare | 10.97 | 13.01 |
| Real Estate | 2.4 | 4.63 |
| Technology | 8.18 | 9.17 |
| Energy | 1.67 | 0.44 |
| Industrials | 14.03 | 15.76 |
| Utilities | 2.01 | 0.87 |
| Consumer Defensive | 3.96 | 5.1 |
| Communication Services | - | 0.87 |
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