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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) | ₹5294 Cr | ₹16536 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 | -2.8% | -4.97% |
| 6 Month | 14.31% | 13.46% |
| 1 Year | 4.66% | -5.77% |
| 3 Year | - | 20.76% |
| 5 Year | - | 30.7% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.69% | 2.22% |
| 1 Year | 2.59% | -4.98% |
| 3 Year | - | 14.01% |
| 5 Year | - | 20.28% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.68% | 16.64% |
| 3 Year | - | 22.95% |
| 5 Year | - | 16.64% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 17.95% |
| Sharp | - | 0.87% |
| Beta | - | 0.90% |
| Alpha | - | -1.55% |
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 | 16.46 | 3.42 |
| Small Cap | 66.51 | 72.11 |
| Mid Cap | 13.8 | 22.31 |
| Large Cap | 3.23 | 2.16 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.69 | 3.42 |
| Consumer Cyclical | 19.06 | 15.6 |
| Basic Materials | 9.32 | 11.06 |
| Financial Services | 13.06 | 16.18 |
| Industrials | 22.8 | 28.92 |
| Healthcare | 12.84 | 7.18 |
| Technology | 3.5 | 8.65 |
| Energy | 0.92 | 0.9 |
| Communication Services | 2.06 | - |
| Utilities | 2.03 | - |
| Consumer Defensive | 4.72 | 4.31 |
| Real Estate | - | 3.79 |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.83%
Quant Large and Mid Cap Fund-Growth
3Y Returns17.28%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.27%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.31%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns21.2%
HSBC Small Cap Fund Regular Growth
3Y Returns20.76%
