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Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5862 Cr | ₹5330 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 26 Dec 2023 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 1.84 | 1.84 |
| Manager | Rakesh Shetty | Trideep Bhattacharya |
| ISIN Code | INF247L01BV9 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.97% | -3.23% |
| 6 Month | -0.83% | -1.44% |
| 1 Year | -8.55% | -7.29% |
| 3 Year | - | 18.41% |
| 5 Year | - | 23.99% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.62% | -1.88% |
| 1 Year | 6.67% | 7% |
| 3 Year | - | 13.15% |
| 5 Year | - | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.71% | 24.64% |
| 3 Year | - | 27.85% |
| 5 Year | - | 31.03% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.96% |
| Sharp | - | 0.79% |
| Beta | - | 0.79% |
| Alpha | - | 1.21% |
Fund Managers
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Trideep Bhattacharya |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 9 |
| Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.4 | 3.95 |
| Small Cap | 72.23 | 73.3 |
| Mid Cap | 9.06 | 22.75 |
| Large Cap | 1.31 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.48 | 2.51 |
| Consumer Cyclical | 24.66 | 18.74 |
| Basic Materials | 8.19 | 14.63 |
| Financial Services | 17.45 | 23.14 |
| Healthcare | 10.97 | 11.23 |
| Real Estate | 2.4 | 2.08 |
| Technology | 8.18 | 7.38 |
| Energy | 1.67 | 0 |
| Industrials | 14.03 | 14.72 |
| Utilities | 2.01 | 0 |
| Consumer Defensive | 3.96 | 5.56 |
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