Motilal Oswal Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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Motilal Oswal Small Cap Fund - Regular (G)

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Sundaram Small Cap Fund Regular Plan - 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)	Sundaram Small Cap Fund Regular Plan - Growth
Fund	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5862 Cr	₹3450 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	26 Dec 2023	15 Feb 2005
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	22%
Expense Ratio	1.84	1.97
Manager	Rakesh Shetty	Rohit Seksaria
ISIN Code	INF247L01BV9	INF903J01470
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	Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	-0.25%	1.33%
6 Month	-1.55%	0.38%
1 Year	-6.14%	1.96%
3 Year	-	20.82%
5 Year	-	21.79%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-0.63%	0.99%
1 Year	8.76%	13.37%
3 Year	-	13.76%
5 Year	-	16.91%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	12.12%	14.16%
3 Year	-	18.62%
5 Year	-	15.83%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	-	14.09%
Sharp	-	0.88%
Beta	-	0.77%
Alpha	-	2.04%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
Name	Rakesh Shetty	Rohit Seksaria
Total AUM	₹33886 Cr	₹0 Cr
Funds Managed	19	15
	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
Others	3.54	7.97
Small Cap	82.57	83.24
Mid Cap	10.56	2.29
Large Cap	3.32	6.5

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	Sundaram Small Cap Fund Regular Plan - Growth
Others	3.54	4.94
Consumer Durables	7.25	-
Chemicals & Petrochemicals	5.76	-
Banks	6.37	-
Healthcare Services	9.13	-
Paper, Forest & Jute Products	1.38	-
Commercial Services & Supplies	3.04	-
Electrical Equipment	9.06	-
Industrial Manufacturing	1.43	-
Oil	1.67	-
Automobiles	0.47	-
IT - Services	0.89	-
Diversified Metals	0.76	-
Finance	6.87	-
Industrial Products	4.6	-
Aerospace & Defense	2.64	-
IT - Software	2.29	-
Construction	1.19	-
Agricultural Food & other Products	3.96	-
Leisure Services	1.39	-
Auto Components	8.22	-
Pharmaceuticals & Biotechnology	2.69	-
Retailing	6.89	-
Capital Markets	4.21	-
Textiles & Apparels	1.74	-
Other Utilities	2.55	-
Financial Services	-	19.4
Consumer Cyclical	-	20.39
Communication Services	-	5.1
Industrials	-	18.92
Basic Materials	-	8.75
Technology	-	4.57
Healthcare	-	12.01
Consumer Defensive	-	2.57
Utilities	-	1.03
Real Estate	-	2.33