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) | ₹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% | 0.29% |
6 Month | 13.49% | 10.53% |
1 Year | -0.06% | -7.11% |
3 Year | - | 24.99% |
5 Year | - | 34.08% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.04% | 1.96% |
1 Year | 13.01% | 8.99% |
3 Year | - | 16.45% |
5 Year | - | 22.37% |
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 | 14.13 | 10.25 |
Small Cap | 69.61 | 66.74 |
Mid Cap | 13.07 | 0.49 |
Large Cap | 3.19 | 22.52 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 7.04 | 6.47 |
Consumer Cyclical | 19.35 | 12.49 |
Basic Materials | 11 | 8.55 |
Financial Services | 14.02 | 19.17 |
Industrials | 20.15 | 6.72 |
Healthcare | 12.52 | 15.38 |
Technology | 6.07 | 2.27 |
Energy | 0.99 | 15.94 |
Communication Services | 1.99 | 3.01 |
Utilities | 2.33 | 2.36 |
Consumer Defensive | 4.55 | 4.8 |
Real Estate | - | 2.84 |
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