Motilal Oswal Small Cap Fund vs HDFC Small Cap Fund compare

Motilal Oswal Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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Motilal Oswal Small Cap Fund - Regular (G)

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Chart Comparison

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

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)	₹38020 Cr	₹5862 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	-3.63%	-4.97%
6 Month	0.03%	-0.83%
1 Year	-3.89%	-8.55%
3 Year	19.47%	-
5 Year	24.93%	-

SIP Return Analysis

Scheme Name	HDFC Small Cap Fund Regular Growth	Motilal Oswal Small Cap Fund - Regular (G)
6 Month	-2.75%	-1.62%
1 Year	9.22%	6.67%
3 Year	13%	-
5 Year	17.94%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	Motilal Oswal Small Cap Fund - Regular (G)
1 Year	14.77%	15.71%
3 Year	20%	-
5 Year	17.7%	-

Risk Management

Scheme Name	HDFC Small Cap Fund Regular Growth	Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation	15.43%	-
Sharp	0.88%	-
Beta	0.76%	-
Alpha	2.62%	-

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	11.69	17.4
Small Cap	73.73	72.23
Mid Cap	8.91	9.06
Large Cap	5.67	1.31

Sector Allocation

Scheme Name	HDFC Small Cap Fund Regular Growth	Motilal Oswal Small Cap Fund - Regular (G)
Others	11.01	6.48
Industrials	20.79	14.03
Consumer Cyclical	18.73	24.66
Consumer Defensive	3.66	3.96
Financial Services	12.58	17.45
Communication Services	1.63	-
Healthcare	11.87	10.97
Basic Materials	6.86	8.19
Technology	12.89	8.18
Real Estate	-	2.4
Energy	-	1.67
Utilities	-	2.01

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