Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Quant Small Cap Fund Regular Growth
Chart Comparison
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) | ₹5830 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 | -3.87% | -3.01% |
| 6 Month | 0.98% | -0.08% |
| 1 Year | -4.75% | -7.89% |
| 3 Year | - | 20.33% |
| 5 Year | - | 30.01% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.05% | -1.31% |
| 1 Year | 8.68% | 5.35% |
| 3 Year | - | 12.4% |
| 5 Year | - | 19.24% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.71% | 9.81% |
| 3 Year | - | 10.55% |
| 5 Year | - | 10.65% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 18.497% |
| Sharp | - | 0.792% |
| Beta | - | 0.929% |
| Alpha | - | 1.342% |
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 | 17.4 | 17.59 |
| Small Cap | 72.23 | 61.77 |
| Mid Cap | 9.06 | 0.48 |
| Large Cap | 1.31 | 20.16 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.48 | 10.33 |
| Consumer Cyclical | 24.66 | 12.17 |
| Basic Materials | 8.19 | 7.7 |
| Financial Services | 17.45 | 17.45 |
| Healthcare | 10.97 | 13.88 |
| Real Estate | 2.4 | 2.48 |
| Technology | 8.18 | 2.42 |
| Energy | 1.67 | 16.52 |
| Industrials | 14.03 | 6.83 |
| Utilities | 2.01 | 3.13 |
| Consumer Defensive | 3.96 | 4.24 |
| Communication Services | - | 2.86 |
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