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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) | ₹5862 Cr | ₹619 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -4.97% | -5.05% |
| 6 Month | -0.83% | -3.86% |
| 1 Year | -8.55% | -16.12% |
| 3 Year | - | 15.13% |
| 5 Year | - | 22.44% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.62% | -4.84% |
| 1 Year | 6.67% | -3.59% |
| 3 Year | - | 9.48% |
| 5 Year | - | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.71% | 9.96% |
| 3 Year | - | 23.41% |
| 5 Year | - | 22.73% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.47% |
| Sharp | - | 0.56% |
| Beta | - | 0.88% |
| Alpha | - | -2.38% |
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 | 17.4 | 6.13 |
| Small Cap | 72.23 | 83.09 |
| Mid Cap | 9.06 | 6.02 |
| Large Cap | 1.31 | 4.76 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.48 | 2.32 |
| Consumer Cyclical | 24.66 | 14.95 |
| Basic Materials | 8.19 | 14.5 |
| Financial Services | 17.45 | 7.47 |
| Healthcare | 10.97 | 7.67 |
| Real Estate | 2.4 | 0.53 |
| Technology | 8.18 | 6.47 |
| Energy | 1.67 | - |
| Industrials | 14.03 | 31.13 |
| Utilities | 2.01 | 5.39 |
| Consumer Defensive | 3.96 | 8.52 |
| Communication Services | - | 1.06 |
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