Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

Motilal Oswal Small Cap Fund - Regular (G)

Invest Now

Edelweiss Small Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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)	₹5229 Cr	₹4930 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

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-0.5%	-0.86%
6 Month	7.9%	8.17%
1 Year	9.59%	0.43%
3 Year	-	22.34%
5 Year	-	32.42%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	9.44%	9.79%
1 Year	11.75%	9.9%
3 Year	-	20.66%
5 Year	-	23.11%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	19.04%	28.61%
3 Year	-	29.3%
5 Year	-	32.14%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	-	16.48%
Sharp	-	1.16%
Beta	-	0.82%
Alpha	-	0.57%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	15.28	2.78
Small Cap	67.59	68.07
Mid Cap	12	29.15
Large Cap	5.14	-

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	9.21	2.78
Consumer Cyclical	18.77	16.18
Basic Materials	9.92	15.24
Financial Services	13.88	22.33
Industrials	25.07	15.77
Healthcare	10.1	9.79
Technology	3.4	8.62
Energy	1.05	0.87
Communication Services	2.25	-
Utilities	1.69	-
Consumer Defensive	4.66	5.71
Real Estate	-	2.72