Motilal Oswal Small Cap Fund vs Canara Robeco Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5452 Cr | ₹12858 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 26 Dec 2023 | 15 Feb 2019 |
| Category | ELSS | ELSS |
| 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 | 4.18% | 2.35% |
| 6 Month | 15.76% | 11.2% |
| 1 Year | 4.93% | -3.33% |
| 3 Year | - | 16.54% |
| 5 Year | - | 27.8% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.08% | -0.62% |
| 1 Year | 6.93% | 5.57% |
| 3 Year | - | 11.82% |
| 5 Year | - | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.71% | 24.84% |
| 3 Year | - | 30.69% |
| 5 Year | - | 32.65% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 15.47% |
| Sharp | - | 0.65% |
| Beta | - | 0.77% |
| Alpha | - | -2.66% |
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 | 16.34 | 4.13 |
| Small Cap | 67.72 | 73.87 |
| Mid Cap | 14.63 | 14.99 |
| Large Cap | 1.31 | 7.01 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.74 | 2.97 |
| Consumer Cyclical | 23.22 | 15.81 |
| Basic Materials | 10.72 | 9.2 |
| Financial Services | 14.44 | 22.43 |
| Industrials | 16.64 | 22.79 |
| Healthcare | 12.67 | 13.1 |
| Technology | 7.23 | 3.15 |
| Energy | 1.57 | 0 |
| Communication Services | 0 | 1.53 |
| Utilities | 2.29 | 1.85 |
| Consumer Defensive | 3.49 | 5.06 |
| Real Estate | - | 2.12 |
Top Comparisons
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns17.59%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.43%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.51%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.58%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.64%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.32%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.79%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.3%