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Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare

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tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

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tortoise-icon Quant Small Cap Fund Regular Growth

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Chart Comparison

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

Overview

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth
Fund Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5837 Cr ₹25183 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 26 Dec 2023 30 Oct 1996
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 1.6
Manager Rakesh Shetty Sanjeev Sharma
ISIN Code INF247L01BV9 INF966L01AA0
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 Quant 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) Quant Small Cap Fund Regular Growth
1 Month -6.92% -7.37%
6 Month -6.21% -8.54%
1 Year 3.77% 0.59%
3 Year - 18.38%
5 Year - 26.66%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth
6 Month -10.11% -10.25%
1 Year -12.96% -14.66%
3 Year - 4.3%
5 Year - 14.15%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth
1 Year 11.81% 9.75%
3 Year - 10.59%
5 Year - 10.7%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth
Standard Deviation - 18.63%
Sharp - 0.83%
Beta - 0.84%
Alpha - 1.24%

Fund Managers

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth
Name Rakesh Shetty Sanjeev Sharma
Total AUM ₹33886 Cr ₹39731 Cr
Funds Managed 19 22
Motilal Oswal Small Cap Fund - Regular (G) Quant Small Cap Fund Regular Growth

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Quant Small Cap Fund Regular Growth

Others 18.68 15.67
Small Cap 71.54 62.21
Mid Cap 8.41 0.94
Large Cap 1.38 21.18

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Quant Small Cap Fund Regular Growth

Others 6.08 6.04
Consumer Cyclical 24.6 12.73
Basic Materials 8.64 7.61
Financial Services 18.26 20.01
Healthcare 11.42 13.54
Real Estate 2.35 2.47
Technology 8.55 2.98
Energy 1.74 15.06
Industrials 14.29 6.72
Utilities 0 4.75
Consumer Defensive 4.08 4.28
Communication Services - 3.81

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