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 | 0.11% | 2.3% |
6 Month | -7.99% | -10.6% |
1 Year | 11.01% | 2.51% |
3 Year | - | 17.88% |
5 Year | - | 32.93% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.23% | -1.84% |
1 Year | -3.89% | -9.51% |
3 Year | - | 17.53% |
5 Year | - | 22.79% |
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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