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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) | ₹5452 Cr | ₹25975 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 | 0.41% | 1.06% |
| 6 Month | 14.68% | 11.82% |
| 1 Year | 3.36% | 2.34% |
| 3 Year | - | 19.22% |
| 5 Year | - | 25.43% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.08% | 1.12% |
| 1 Year | 13.28% | 10.71% |
| 3 Year | - | 15.59% |
| 5 Year | - | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.71% | 17.02% |
| 3 Year | - | 19.42% |
| 5 Year | - | 20.33% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.93% |
| Beta | - | 0.7% |
| Alpha | - | 0.94% |
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 | 18.73 | 14.56 |
| Small Cap | 69.57 | 68.95 |
| Mid Cap | 10.44 | 13.12 |
| Large Cap | 1.26 | 3.37 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.5 | 10.82 |
| Consumer Cyclical | 23.75 | 11.15 |
| Basic Materials | 10.93 | 11.37 |
| Financial Services | 15.15 | 17.03 |
| Industrials | 14.21 | 16.2 |
| Healthcare | 12.61 | 13.47 |
| Real Estate | 1.11 | 4.25 |
| Technology | 7.71 | 8.99 |
| Energy | 1.63 | - |
| Utilities | 2.03 | 0.58 |
| Consumer Defensive | 3.38 | 5.22 |
| Communication Services | - | 0.91 |
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