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Motilal Oswal Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36294 Cr | ₹5268 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Apr 2008 | 26 Dec 2023 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 1.84 |
| Manager | Dhruv Muchhal | Rakesh Shetty |
| ISIN Code | INF179KA1RZ8 | INF247L01BV9 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.68% | 2.59% |
| 6 Month | 24.65% | 16.83% |
| 1 Year | -0.04% | 1.59% |
| 3 Year | 22.26% | - |
| 5 Year | 30.97% | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.65% | 3.92% |
| 1 Year | 18.5% | 8.18% |
| 3 Year | 19.59% | - |
| 5 Year | 22.66% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.84% | 17.68% |
| 3 Year | 19.76% | - |
| 5 Year | 17.3% | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.29% | - |
| Sharp | 0.99% | - |
| Beta | 0.76% | - |
| Alpha | 3.13% | - |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Name | Dhruv Muchhal | Rakesh Shetty |
| Total AUM | ₹520687 Cr | ₹33886 Cr |
| Funds Managed | 40 | 19 |
| HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 9.49 | 14.13 |
| Small Cap | 78.55 | 69.61 |
| Mid Cap | 8.23 | 13.07 |
| Large Cap | 3.74 | 3.19 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 8.93 | 7.04 |
| Industrials | 23.59 | 21.4 |
| Consumer Cyclical | 18.21 | 19.35 |
| Consumer Defensive | 2.24 | 4.55 |
| Financial Services | 11.31 | 14.02 |
| Communication Services | 1.75 | 1.99 |
| Healthcare | 12.61 | 12.52 |
| Basic Materials | 7.92 | 11 |
| Utilities | 0.36 | 2.33 |
| Technology | 13.07 | 4.82 |
| Energy | - | 0.99 |
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