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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) | ₹4062 Cr | ₹23139 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 | 6.33% | 6.15% |
| 6 Month | -7.61% | -3.34% |
| 1 Year | 16.64% | 8.15% |
| 3 Year | - | 23.97% |
| 5 Year | - | 31.16% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 8.65% | 10.15% |
| 1 Year | 9.7% | 9.99% |
| 3 Year | - | 20.29% |
| 5 Year | - | 22.31% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.04% | 18.22% |
| 3 Year | - | 19.38% |
| 5 Year | - | 19.81% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 1.04% |
| Beta | - | 0.69% |
| Alpha | - | 1.72% |
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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 | 9.06 | 13.25 |
| Small Cap | 74.55 | 66.54 |
| Mid Cap | 9.51 | 16.2 |
| Large Cap | 6.88 | 3.96 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.92 | 13.25 |
| Consumer Cyclical | 25.38 | - |
| Basic Materials | 10.54 | - |
| Financial Services | 11.69 | - |
| Healthcare | 13.21 | - |
| Technology | 5.32 | - |
| Industrials | 22.27 | - |
| Communication Services | 2.43 | - |
| Consumer Defensive | 4.25 | - |
| Gas | - | 0.53 |
| Capital Markets | - | 5.79 |
| Auto Components | - | 5.57 |
| IT - Services | - | 1.43 |
| Pharmaceuticals & Biotechnology | - | 4.24 |
| Retailing | - | 0.62 |
| Banks | - | 4.44 |
| Non - Ferrous Metals | - | 0.38 |
| Healthcare Services | - | 7.08 |
| Chemicals & Petrochemicals | - | 7.42 |
| Paper, Forest & Jute Products | - | 0.19 |
| IT - Software | - | 3.11 |
| Construction | - | 2.55 |
| Electrical Equipment | - | 1.56 |
| Aerospace & Defense | - | 1.6 |
| Transport Services | - | 0.19 |
| Textiles & Apparels | - | 0.67 |
| Agricultural Food & other Products | - | 2.75 |
| Industrial Products | - | 5.84 |
| Consumer Durables | - | 6.02 |
| Finance | - | 7.7 |
| Realty | - | 4.66 |
| Agricultural, Commercial & Construction Vehicles | - | 0.14 |
| Household Products | - | 1.31 |
| Financial Technology (Fintech) | - | 1.67 |
| Leisure Services | - | 1.68 |
| Food Products | - | 1.29 |
| Cement & Cement Products | - | 1.84 |
| Industrial Manufacturing | - | 2.59 |
| Commercial Services & Supplies | - | 0.54 |
| Cigarettes & Tobacco Products | - | 0.24 |
| Beverages | - | 0.58 |
| Insurance | - | 0.48 |
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