Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare

Motilal Oswal Small Cap Fund vs Quant Small Cap Fund compare

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Motilal Oswal Small Cap Fund - Regular (G)

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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)	₹5452 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	1.5%	0.56%
6 Month	13.68%	8.49%
1 Year	2.49%	-5.37%
3 Year	-	22.86%
5 Year	-	33.02%

SIP Return Analysis

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Quant Small Cap Fund Regular Growth
6 Month	4.78%	2.81%
1 Year	16.9%	11.78%
3 Year	-	16.43%
5 Year	-	22.11%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Quant Small Cap Fund Regular Growth
1 Year	15.71%	10.2%
3 Year	-	10.46%
5 Year	-	10.35%

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	18.73	16.55
Small Cap	69.57	63.1
Mid Cap	10.44	0.52
Large Cap	1.26	19.83

Sector Allocation

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Quant Small Cap Fund Regular Growth
Others	7.5	9.04
Consumer Cyclical	23.75	12.69
Basic Materials	10.93	8.01
Financial Services	15.15	17.06
Industrials	14.21	6.74
Healthcare	12.61	14.71
Real Estate	1.11	2.61
Technology	7.71	2.46
Energy	1.63	16.38
Utilities	2.03	2.98
Consumer Defensive	3.38	4.41
Communication Services	-	2.91

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