Motilal Oswal Small Cap Fund vs Nippon India Small Cap Fund compare

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Motilal Oswal Small Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
Fund	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹65922 Cr	₹5294 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹500
Launch Date	16 Sep 2010	26 Dec 2023
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	23%	%
Expense Ratio	1.47	1.84
Manager	Tejas Sheth	Rakesh Shetty
ISIN Code	INF204K01HZ0	INF247L01BV9
Exits Load	Exit load of 1% if redeemed within 1 year./365	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

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
1 Month	2.96%	-3.09%
6 Month	3.2%	12.99%
1 Year	27.45%	3.82%
3 Year	27.3%	-
5 Year	35.6%	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
6 Month	-	3.69%
1 Year	21.44%	2.59%
3 Year	33.74%	-
5 Year	37.32%	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
1 Year	18.15%	17.68%
3 Year	28.18%	-
5 Year	22.05%	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation	16.32%	-
Sharp	1.10%	-
Beta	0.83%	-
Alpha	2.27%	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
Name	Tejas Sheth	Rakesh Shetty
Total AUM	₹89953 Cr	₹33886 Cr
Funds Managed	3	19
	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
Others	5.23	16.46
Small Cap	70	66.51
Large Cap	11.94	3.23
Mid Cap	12.83	13.8

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Motilal Oswal Small Cap Fund - Regular (G)
Others	5.23	9.69
IT - Services	2.62	-
Telecom - Equipment & Accessories	1.27	-
Consumer Durables	7.21	-
Industrial Products	9.04	-
Textiles & Apparels	2.62	-
Electrical Equipment	7.25	-
Diversified FMCG	0.41	-
Pharmaceuticals & Biotechnology	4.89	-
Banks	5.79	-
Realty	0.58	-
Chemicals & Petrochemicals	3.55	-
IT - Software	2.46	-
Leisure Services	1.54	-
Paper, Forest & Jute Products	1.08	-
Industrial Manufacturing	2.63	-
Aerospace & Defense	1.69	-
Transport Services	0.49	-
Cement & Cement Products	1.24	-
Fertilizers & Agrochemicals	1.79	-
Capital Markets	4.66	-
Construction	3.26	-
Power	1.84	-
Media	0.08	-
IT - Hardware	0.06	-
Healthcare Services	2.27	-
Agricultural Food & other Products	1.89	-
Finance	2.98	-
Other Consumer Services	1.15	-
Petroleum Products	0.27	-
Entertainment	0.51	-
Diversified Metals	0.86	-
Retailing	1.32	-
Food Products	1.4	-
Auto Components	6.15	-
Commercial Services & Supplies	0.94	-
Household Products	1.13	-
Telecom - Services	0.69	-
Diversified	0.11	-
Consumable Fuels	0.56	-
Personal Products	1.15	-
Beverages	1.23	-
Automobiles	0.15	-
Other Utilities	0.82	-
Insurance	0.58	-
Agricultural, Commercial & Construction Vehicles	0.4	-
Ferrous Metals	0.16	-
Consumer Cyclical	-	19.06
Basic Materials	-	9.32
Financial Services	-	13.06
Industrials	-	22.8
Healthcare	-	12.84
Technology	-	3.5
Energy	-	0.92
Communication Services	-	2.06
Utilities	-	2.03
Consumer Defensive	-	4.72