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) | ₹5294 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 | -3.74% | -5.28% |
6 Month | 10.29% | 12.46% |
1 Year | 5.25% | -6.72% |
3 Year | - | 24.82% |
5 Year | - | 35.6% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 3.69% | 2.29% |
1 Year | 2.59% | -2% |
3 Year | - | 16.6% |
5 Year | - | 23.41% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.68% | 10.28% |
3 Year | - | 10.43% |
5 Year | - | 10.27% |
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 | 16.46 | 8.54 |
Small Cap | 66.51 | 67.91 |
Mid Cap | 13.8 | 0.8 |
Large Cap | 3.23 | 22.76 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 9.69 | 3.95 |
Consumer Cyclical | 19.06 | 13.37 |
Basic Materials | 9.32 | 9.18 |
Financial Services | 13.06 | 19.4 |
Industrials | 22.8 | 6.88 |
Healthcare | 12.84 | 14.44 |
Technology | 3.5 | 2.66 |
Energy | 0.92 | 16.22 |
Communication Services | 2.06 | 3.05 |
Utilities | 2.03 | 3.05 |
Consumer Defensive | 4.72 | 4.9 |
Real Estate | - | 2.92 |
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