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Motilal Oswal Small Cap Fund vs HSBC Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
HSBC Small Cap Fund Regular Growth
Chart Comparison
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) | ₹5830 Cr | ₹16548 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.7% | 0.89% |
| 6 Month | 10.97% | 4.9% |
| 1 Year | 8.88% | -3.21% |
| 3 Year | - | 19.56% |
| 5 Year | - | 28.32% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.95% | -1.58% |
| 1 Year | 16.74% | 4.53% |
| 3 Year | - | 12.21% |
| 5 Year | - | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.71% | 15.57% |
| 3 Year | - | 22.55% |
| 5 Year | - | 16.94% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 18.19% |
| Sharp | - | 0.73% |
| Beta | - | 0.90% |
| Alpha | - | -1.74% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 18.73 | 4.62 |
| Small Cap | 69.57 | 72.7 |
| Mid Cap | 10.44 | 20.58 |
| Large Cap | 1.26 | 2.09 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.5 | 3.9 |
| Consumer Cyclical | 23.75 | 16.07 |
| Basic Materials | 10.93 | 10.54 |
| Financial Services | 15.15 | 15.29 |
| Industrials | 14.21 | 27.42 |
| Healthcare | 12.61 | 8.27 |
| Real Estate | 1.11 | 3.67 |
| Technology | 7.71 | 9.37 |
| Energy | 1.63 | 0.87 |
| Utilities | 2.03 | - |
| Consumer Defensive | 3.38 | 4.6 |
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