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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) | ₹5268 Cr | ₹25569 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 | 3.95% | 2.98% |
| 6 Month | 19.44% | 19.02% |
| 1 Year | 2.77% | -1.05% |
| 3 Year | - | 18.84% |
| 5 Year | - | 25.74% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.92% | 3.9% |
| 1 Year | 8.18% | 10.93% |
| 3 Year | - | 17.65% |
| 5 Year | - | 19.68% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.68% | 17.75% |
| 3 Year | - | 19.97% |
| 5 Year | - | 20% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.78% |
| Sharp | - | 0.87% |
| Beta | - | 0.69% |
| 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 | 14.13 | 14.09 |
| Small Cap | 69.61 | 68.76 |
| Mid Cap | 13.07 | 13.42 |
| Large Cap | 3.19 | 3.74 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.04 | 10.43 |
| Consumer Cyclical | 19.35 | 10.06 |
| Basic Materials | 11 | 12.07 |
| Financial Services | 14.02 | 17.62 |
| Industrials | 21.4 | 18.08 |
| Healthcare | 12.52 | 14.1 |
| Technology | 4.82 | 6.39 |
| Energy | 0.99 | - |
| Communication Services | 1.99 | 0.91 |
| Utilities | 2.33 | 0.6 |
| Consumer Defensive | 4.55 | 5.49 |
| Real Estate | - | 4.26 |
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