- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Motilal Oswal Small Cap Fund - Regular (G)
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹5294 Cr | ₹3394 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.3% | -3.68% |
| 6 Month | 16.22% | 19.27% |
| 1 Year | 0.83% | -4.52% |
| 3 Year | - | 19.7% |
| 5 Year | - | 26.17% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.47% | 1.99% |
| 1 Year | 2.05% | 3.12% |
| 3 Year | - | 15.55% |
| 5 Year | - | 19.02% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.68% | 15.05% |
| 3 Year | - | 18.08% |
| 5 Year | - | 15.62% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.09% |
| Sharp | - | 1.04% |
| Beta | - | 0.77% |
| Alpha | - | 1.1% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 16.46 | 7.93 |
| Small Cap | 66.51 | 85.57 |
| Mid Cap | 13.8 | 0.97 |
| Large Cap | 3.23 | 5.53 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.69 | 5.89 |
| Consumer Cyclical | 19.06 | 20.38 |
| Basic Materials | 9.32 | 8.13 |
| Financial Services | 13.06 | 19.02 |
| Industrials | 22.8 | 19.06 |
| Healthcare | 12.84 | 11.84 |
| Technology | 3.5 | 3.41 |
| Energy | 0.92 | - |
| Communication Services | 2.06 | 5.23 |
| Utilities | 2.03 | 1.15 |
| Consumer Defensive | 4.72 | 3.24 |
| Real Estate | - | 2.66 |
Top Comparisons
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.43%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.04%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.75%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.11%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.48%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.59%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.93%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.76%
