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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) | ₹4062 Cr | ₹4171 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 | 3.55% | 2.74% |
| 6 Month | -1.71% | -3.72% |
| 1 Year | 18.53% | 6.52% |
| 3 Year | - | 23.15% |
| 5 Year | - | 35.73% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.54% | 3.72% |
| 1 Year | 4.49% | -1.96% |
| 3 Year | - | 19.37% |
| 5 Year | - | 23.39% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 37.28% | 30.2% |
| 3 Year | - | 30.38% |
| 5 Year | - | 31.61% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.599% |
| Sharp | - | 0.8% |
| Beta | - | 0.803% |
| Alpha | - | 0.98% |
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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 | 9.06 | 3.2 |
| Small Cap | 74.55 | 67.63 |
| Mid Cap | 9.51 | 29.17 |
| Large Cap | 6.88 | 0 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.92 | 3.2 |
| Consumer Cyclical | 25.38 | 16.79 |
| Basic Materials | 10.54 | 11.9 |
| Financial Services | 11.69 | 17.15 |
| Healthcare | 13.21 | 11.41 |
| Technology | 5.32 | 11.49 |
| Industrials | 22.27 | 18.22 |
| Communication Services | 2.43 | - |
| Consumer Defensive | 4.25 | 6.61 |
| Real Estate | - | 3.21 |
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