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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) | ₹5452 Cr | ₹632 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 | 4.18% | 0.62% |
| 6 Month | 15.76% | 10.87% |
| 1 Year | 4.93% | -6.81% |
| 3 Year | - | 17.83% |
| 5 Year | - | 27.77% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.58% | 0.66% |
| 1 Year | 14.61% | 3.83% |
| 3 Year | - | 15.02% |
| 5 Year | - | 18.6% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.71% | 11.6% |
| 3 Year | - | 23.69% |
| 5 Year | - | 21.7% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 18.26% |
| Sharp | - | 0.62% |
| Beta | - | 0.90% |
| Alpha | - | -3.40% |
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 | 16.34 | 4.07 |
| Small Cap | 67.72 | 82.8 |
| Mid Cap | 14.63 | 7.81 |
| Large Cap | 1.31 | 5.33 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 7.74 | 2.9 |
| Consumer Cyclical | 23.22 | 15.48 |
| Basic Materials | 10.72 | 15.65 |
| Financial Services | 14.44 | 6.66 |
| Industrials | 16.64 | 31.79 |
| Healthcare | 12.67 | 6.91 |
| Technology | 7.23 | 7.3 |
| Energy | 1.57 | - |
| Communication Services | 0 | 0.72 |
| Utilities | 2.29 | 6.18 |
| Consumer Defensive | 3.49 | 6.4 |
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