Motilal Oswal Small Cap Fund vs ICICI Prudential Smallcap Fund compare
ICICI Prudential Smallcap Fund - Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Fund | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7871 Cr | ₹4062 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 18 Oct 2007 | 26 Dec 2023 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 22% | % |
Expense Ratio | 1.81 | 1.84 |
Manager | Sharmila D'mello | Rakesh Shetty |
ISIN Code | INF109K01BI0 | INF247L01BV9 |
Exits Load | ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Month | 2.42% | 0.11% |
6 Month | -10.44% | -7.99% |
1 Year | -0.78% | 11.01% |
3 Year | 15.86% | - |
5 Year | 32.7% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | -1.12% | -3.23% |
1 Year | -11.37% | -3.89% |
3 Year | 13.44% | - |
5 Year | 20.58% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 14% | 37.28% |
3 Year | 15.75% | - |
5 Year | 15.72% | - |
Risk Management
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 15.276% | - |
Sharp | 0.586% | - |
Beta | 0.719% | - |
Alpha | -0.048% | - |
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Fund Managers
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Name | Sharmila D'mello | Rakesh Shetty |
Total AUM | ₹354743 Cr | ₹33886 Cr |
Funds Managed | 35 | 19 |
ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 13.3 | 9.06 |
Mid Cap | 5.11 | 9.51 |
Small Cap | 69.8 | 74.55 |
Large Cap | 11.78 | 6.88 |
Sector Allocation
Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 13.3 | 4.92 |
Basic Materials | 25.75 | 10.54 |
Communication Services | 2.19 | 2.43 |
Consumer Defensive | 2.87 | 4.25 |
Industrials | 20.88 | 22.27 |
Financial Services | 4.97 | 11.69 |
Consumer Cyclical | 13.66 | 25.38 |
Technology | 1.56 | 5.32 |
Healthcare | 8.16 | 13.21 |
Energy | 1.05 | - |
Utilities | 3.7 | - |
Real Estate | 1.9 | - |
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