Motilal Oswal Small Cap Fund vs HSBC Small Cap Fund compare

Link copied to clipboard!

Motilal Oswal Small Cap Fund - Regular (G)

Invest Now

HSBC Small Cap Fund Regular 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)	HSBC Small Cap Fund Regular Growth
Fund	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5862 Cr	₹16203 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	26 Dec 2023	12 May 2014
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	%	15%
Expense Ratio	1.84	1.67
Manager	Rakesh Shetty	Venugopal Manghat
ISIN Code	INF247L01BV9	INF917K01QC7
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	HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
1 Month	-2.21%	-1.33%
6 Month	-4.81%	-9.24%
1 Year	-7.08%	-11.15%
3 Year	-	17.08%
5 Year	-	22.45%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
6 Month	-3.02%	-4.07%
1 Year	1.39%	-3.55%
3 Year	-	6.28%
5 Year	-	13.79%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
1 Year	12.12%	15.15%
3 Year	-	22.23%
5 Year	-	17.15%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Standard Deviation	-	14.69%
Sharp	-	0.71%
Beta	-	0.89%
Alpha	-	-1.18%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Name	Rakesh Shetty	Venugopal Manghat
Total AUM	₹33886 Cr	₹41442 Cr
Funds Managed	19	7
	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Others	3.54	4.94
Small Cap	82.57	74.91
Mid Cap	10.56	18.14
Large Cap	3.32	2.01

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Others	3.54	2.15
Consumer Durables	7.25	-
Chemicals & Petrochemicals	5.76	-
Banks	6.37	-
Healthcare Services	9.13	-
Paper, Forest & Jute Products	1.38	-
Commercial Services & Supplies	3.04	-
Electrical Equipment	9.06	-
Industrial Manufacturing	1.43	-
Oil	1.67	-
Automobiles	0.47	-
IT - Services	0.89	-
Diversified Metals	0.76	-
Finance	6.87	-
Industrial Products	4.6	-
Aerospace & Defense	2.64	-
IT - Software	2.29	-
Construction	1.19	-
Agricultural Food & other Products	3.96	-
Leisure Services	1.39	-
Auto Components	8.22	-
Pharmaceuticals & Biotechnology	2.69	-
Retailing	6.89	-
Capital Markets	4.21	-
Textiles & Apparels	1.74	-
Other Utilities	2.55	-
Consumer Defensive	-	4.24
Financial Services	-	20.3
Consumer Cyclical	-	17.14
Healthcare	-	9.46
Industrials	-	23.58
Technology	-	10.63
Real Estate	-	4.6
Basic Materials	-	7.05
Energy	-	0.86