Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare

Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare

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Motilal Oswal Small Cap Fund - Regular (G)

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Edelweiss Small Cap Fund - Regular Plan - Growth

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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)	₹5268 Cr	₹4921 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	3.95%	3.55%
6 Month	19.44%	21.93%
1 Year	2.77%	-3.07%
3 Year	-	19.98%
5 Year	-	27.67%

SIP Return Analysis

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	3.92%	4.53%
1 Year	8.18%	10.51%
3 Year	-	18.26%
5 Year	-	20.97%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	17.68%	27.09%
3 Year	-	28.8%
5 Year	-	32.52%

Risk Management

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	-	15.90%
Sharp	-	0.78%
Beta	-	0.80%
Alpha	-	-0.11%

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	14.13	2.98
Small Cap	69.61	72.62
Mid Cap	13.07	24.4
Large Cap	3.19	-

Sector Allocation

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	7.04	2.87
Consumer Cyclical	19.35	19.88
Basic Materials	11	16.47
Financial Services	14.02	17.79
Industrials	21.4	16.64
Healthcare	12.52	10.62
Technology	4.82	7.78
Energy	0.99	0.68
Communication Services	1.99	-
Utilities	2.33	0.89
Consumer Defensive	4.55	5.17
Real Estate	-	1.21

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