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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) | ₹5268 Cr | ₹604 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 | 2.59% | 6.31% |
| 6 Month | 16.83% | 17.34% |
| 1 Year | 1.59% | -8.6% |
| 3 Year | - | 15.93% |
| 5 Year | - | 28.48% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.92% | 5.1% |
| 1 Year | 8.18% | 5.49% |
| 3 Year | - | 17.19% |
| 5 Year | - | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.68% | 12.25% |
| 3 Year | - | 23.93% |
| 5 Year | - | 21.05% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.31% |
| Sharp | - | 0.56% |
| Beta | - | 0.90% |
| Alpha | - | -3.83% |
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 | 14.13 | 8.77 |
| Small Cap | 69.61 | 77.84 |
| Mid Cap | 13.07 | 9.57 |
| Large Cap | 3.19 | 3.82 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 7.04 | 8.77 |
| Consumer Cyclical | 19.35 | 14.94 |
| Basic Materials | 11 | 11.99 |
| Financial Services | 14.02 | 6.74 |
| Industrials | 21.4 | 31.47 |
| Healthcare | 12.52 | 4.1 |
| Technology | 4.82 | 6.07 |
| Energy | 0.99 | - |
| Communication Services | 1.99 | 1.54 |
| Utilities | 2.33 | 6.52 |
| Consumer Defensive | 4.55 | 7.79 |
| Real Estate | - | 0.07 |
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