Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

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) ₹4062 Cr ₹3168 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 5.45% 6.92%
6 Month -1.02% -0.5%
1 Year 17.54% 6.8%
3 Year - 23.35%
5 Year - 35.62%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
6 Month 2.54% 6.93%
1 Year 4.49% 3.3%
3 Year - 19.95%
5 Year - 22.7%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
1 Year 37.28% 16.78%
3 Year - 18.05%
5 Year - 15.38%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation - 14.09%
Sharp - 0.69%
Beta - 0.77%
Alpha - 1.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 9.06 6.13
Small Cap 74.55 84.96
Mid Cap 9.51 2.15
Large Cap 6.88 6.23

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Sundaram Small Cap Fund Regular Plan - Growth

Others 4.92 6.13
Consumer Cyclical 25.38 -
Basic Materials 10.54 -
Financial Services 11.69 -
Healthcare 13.21 -
Technology 5.32 -
Industrials 22.27 -
Communication Services 2.43 -
Consumer Defensive 4.25 -
Capital Markets - 3.69
Auto Components - 6.36
Construction - 2.73
IT - Services - 5.03
Industrial Manufacturing - 1.28
Retailing - 1.73
Banks - 7.41
Chemicals & Petrochemicals - 2.82
Consumer Durables - 7.87
IT - Software - 2.54
Pharmaceuticals & Biotechnology - 5.55
Agricultural Food & other Products - 2.19
Industrial Products - 8.5
Fertilizers & Agrochemicals - 2.1
Finance - 6.93
Automobiles - 0.63
Healthcare Services - 4.43
Entertainment - 0.95
Gas - 1.22
Leisure Services - 3.57
Cement & Cement Products - 1.79
Other Consumer Services - 1.17
Electrical Equipment - 1.53
Insurance - 0.87
Personal Products - 1.21
Other Utilities - 1.4
Realty - 3.16
Transport Infrastructure - 1.56
Aerospace & Defense - 1.83
Textiles & Apparels - 0.79
Beverages - 0.5

Top Comparisons

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns18.92%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns18.6%

Compare Now

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns15.12%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns13.47%

Compare Now

Sundaram Equity Savings Fund (G) Sundaram Equity Savings Fund (G)

3Y Returns12.32%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns12.72%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns19.57%

VS

UTI Focused Fund- Regular Plan - Growth Option UTI Focused Fund- Regular Plan - Growth Option

3Y Returns18.1%

Compare Now
Add to Cart Successfully