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) | ₹4062 Cr | ₹491 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 | 0.11% | -0.2% |
6 Month | -7.99% | -14.62% |
1 Year | 11.01% | 1.69% |
3 Year | - | 16.37% |
5 Year | - | 30.83% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
6 Month | -3.23% | -5.62% |
1 Year | -3.89% | -17.03% |
3 Year | - | 15.98% |
5 Year | - | 21.82% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Year | 37.28% | 14.61% |
3 Year | - | 24.75% |
5 Year | - | 19.19% |
Risk Management
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | - | 16.47% |
Sharp | - | 0.817% |
Beta | - | 0.823% |
Alpha | - | 1.666% |
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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 | 9.06 | 5.06 |
Small Cap | 74.55 | 81.56 |
Mid Cap | 9.51 | 10.58 |
Large Cap | 6.88 | 2.81 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 4.92 | 5.06 |
Consumer Cyclical | 25.38 | 16.45 |
Basic Materials | 10.54 | 13.18 |
Financial Services | 11.69 | 6.05 |
Healthcare | 13.21 | 4.12 |
Technology | 5.32 | 2.63 |
Industrials | 22.27 | 32.99 |
Communication Services | 2.43 | 2.92 |
Consumer Defensive | 4.25 | 7.73 |
Utilities | - | 8.02 |
Real Estate | - | 0.83 |
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