Motilal Oswal Small Cap Fund vs HSBC Small Cap Fund compare

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Motilal Oswal Small Cap Fund - Regular (G)

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HSBC Small Cap Fund Regular Growth

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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)	₹5452 Cr	₹16041 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	1.78%	-0.64%
6 Month	11.91%	7.24%
1 Year	5.98%	-5.09%
3 Year	-	19.98%
5 Year	-	29.61%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
6 Month	3.58%	-0.28%
1 Year	14.61%	4.86%
3 Year	-	13.99%
5 Year	-	19.39%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
1 Year	15.71%	15.99%
3 Year	-	22.74%
5 Year	-	16.77%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Standard Deviation	-	18.17%
Sharp	-	0.69%
Beta	-	0.91%
Alpha	-	-2.37%

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	16.34	4.62
Small Cap	67.72	72.7
Mid Cap	14.63	20.58
Large Cap	1.31	2.09

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	HSBC Small Cap Fund Regular Growth
Others	7.74	3.9
Consumer Cyclical	23.22	16.07
Basic Materials	10.72	10.54
Financial Services	14.44	15.29
Industrials	16.64	27.42
Healthcare	12.67	8.27
Technology	7.23	9.37
Energy	1.57	0.87
Communication Services	0	-
Utilities	2.29	-
Consumer Defensive	3.49	4.6
Real Estate	-	3.67