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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) | ₹5452 Cr | ₹3341 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 26 Dec 2023 | 15 Feb 2005 |
| Category | ELSS | ELSS |
| 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 | 4.18% | 3.29% |
| 6 Month | 15.76% | 14.92% |
| 1 Year | 4.93% | 1.62% |
| 3 Year | - | 20.75% |
| 5 Year | - | 27.58% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.6% | 1.31% |
| 1 Year | 8.38% | 12.12% |
| 3 Year | - | 15.54% |
| 5 Year | - | 18.2% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.71% | 14.64% |
| 3 Year | - | 18.25% |
| 5 Year | - | 15.68% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.71% |
| Sharp | - | 0.87% |
| Beta | - | 0.77% |
| Alpha | - | 0.87% |
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 | 16.34 | 8.28 |
| Small Cap | 67.72 | 84.1 |
| Mid Cap | 14.63 | 1.7 |
| Large Cap | 1.31 | 5.92 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.74 | 6.01 |
| Consumer Cyclical | 23.22 | 21.13 |
| Basic Materials | 10.72 | 7.98 |
| Financial Services | 14.44 | 18.08 |
| Industrials | 16.64 | 18.55 |
| Healthcare | 12.67 | 12.08 |
| Technology | 7.23 | 4.45 |
| Energy | 1.57 | - |
| Communication Services | 0 | 5.47 |
| Utilities | 2.29 | 1.14 |
| Consumer Defensive | 3.49 | 2.7 |
| Real Estate | - | 2.41 |
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