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Motilal Oswal Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Motilal Oswal Small Cap Fund - Regular (G)
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5229 Cr | ₹605 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2023 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | % |
| Expense Ratio | 1.84 | 2.42 |
| Manager | Rakesh Shetty | Yogesh Patil |
| ISIN Code | INF247L01BV9 | INF397L01JW3 |
| 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 | LIC MF 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) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.53% | 0.67% |
| 6 Month | 7.6% | 3.04% |
| 1 Year | 9.09% | -6.22% |
| 3 Year | - | 21.33% |
| 5 Year | - | 31.15% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 9.44% | 8.81% |
| 1 Year | 11.75% | 2.8% |
| 3 Year | - | 18.9% |
| 5 Year | - | 22.1% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 19.04% | 13.14% |
| 3 Year | - | 24.08% |
| 5 Year | - | 20.35% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.95% |
| Sharp | - | 0.92% |
| Beta | - | 0.92% |
| Alpha | - | -3.53% |
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Fund Managers
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Rakesh Shetty | Yogesh Patil |
| Total AUM | ₹33886 Cr | ₹5898 Cr |
| Funds Managed | 19 | 7 |
| Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 15.28 | 3.81 |
| Small Cap | 67.59 | 81.85 |
| Mid Cap | 12 | 10.27 |
| Large Cap | 5.14 | 4.06 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.21 | 3.81 |
| Consumer Cyclical | 18.77 | 16.11 |
| Basic Materials | 9.92 | 12.59 |
| Financial Services | 13.88 | 7.32 |
| Industrials | 25.07 | 35.49 |
| Healthcare | 10.1 | 3.57 |
| Technology | 3.4 | 5.13 |
| Energy | 1.05 | - |
| Communication Services | 2.25 | 1.78 |
| Utilities | 1.69 | 6.35 |
| Consumer Defensive | 4.66 | 7.4 |
| Real Estate | - | 0.45 |
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