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Motilal Oswal Small Cap Fund vs Canara Robeco Small Cap Fund compare

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tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

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tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5268 Cr ₹12588 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 26 Dec 2023 15 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 3%
Expense Ratio 1.84 1.7
Manager Rakesh Shetty Shridatta Bhandwaldar
ISIN Code INF247L01BV9 INF760K01JF9
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 Canara Robeco Small Cap Fund - Regular Plan - 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) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month 2.59% 2.05%
6 Month 16.83% 18.29%
1 Year 1.59% -6.95%
3 Year - 14.51%
5 Year - 28.22%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month 3.92% 3.54%
1 Year 8.18% 7.56%
3 Year - 14.65%
5 Year - 18.64%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 17.68% 25.59%
3 Year - 31.02%
5 Year - 33.09%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation - 15.51%
Sharp - 0.56%
Beta - 0.78%
Alpha - -3.55%

Fund Managers

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name Rakesh Shetty Shridatta Bhandwaldar
Total AUM ₹33886 Cr ₹69491 Cr
Funds Managed 19 12
Motilal Oswal Small Cap Fund - Regular (G) Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 14.13 4.38
Small Cap 69.61 73.01
Mid Cap 13.07 14.93
Large Cap 3.19 7.69

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 7.04 3.34
Consumer Cyclical 19.35 16.66
Basic Materials 11 9.85
Financial Services 14.02 20.93
Industrials 21.4 22.55
Healthcare 12.52 12.53
Technology 4.82 3.28
Energy 0.99 0.86
Communication Services 1.99 1.06
Utilities 2.33 1.79
Consumer Defensive 4.55 5.05
Real Estate - 2.09

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