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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 | -4.21% | -4.24% |
| 6 Month | -2.47% | -8.06% |
| 1 Year | -8.51% | -16.39% |
| 3 Year | - | 16.68% |
| 5 Year | - | 24.78% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.05% | -3.46% |
| 1 Year | 8.68% | -0.14% |
| 3 Year | - | 9.13% |
| 5 Year | - | 15.81% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.71% | 15.36% |
| 3 Year | - | 22.44% |
| 5 Year | - | 17.02% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 18.31% |
| Sharp | - | 0.66% |
| Beta | - | 0.90% |
| Alpha | - | -0.89% |
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 | 17.4 | 4.05 |
| Small Cap | 72.23 | 74.12 |
| Mid Cap | 9.06 | 19.76 |
| Large Cap | 1.31 | 2.07 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.48 | 2.62 |
| Consumer Cyclical | 24.66 | 15.98 |
| Basic Materials | 8.19 | 7.52 |
| Financial Services | 17.45 | 17.59 |
| Healthcare | 10.97 | 8.77 |
| Real Estate | 2.4 | 5.35 |
| Technology | 8.18 | 10.38 |
| Energy | 1.67 | 0.82 |
| Industrials | 14.03 | 26.38 |
| Utilities | 2.01 | - |
| Consumer Defensive | 3.96 | 4.58 |
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