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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) | ₹5268 Cr | ₹3282 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 | 3.16% | 4.01% |
| 6 Month | 16.68% | 21.8% |
| 1 Year | 3.91% | -2.51% |
| 3 Year | - | 20.36% |
| 5 Year | - | 27.08% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.92% | 5.06% |
| 1 Year | 8.18% | 13.21% |
| 3 Year | - | 18.18% |
| 5 Year | - | 20.16% |
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 | - | 0.84% |
| Beta | - | 0.77% |
| Alpha | - | 0.54% |
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 | 7.49 |
| Small Cap | 66.51 | 85.9 |
| Mid Cap | 13.8 | 0.99 |
| Large Cap | 3.23 | 5.63 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.69 | 5.27 |
| Consumer Cyclical | 19.06 | 21.48 |
| Basic Materials | 9.32 | 8.03 |
| Financial Services | 13.06 | 17.74 |
| Industrials | 22.8 | 19.02 |
| Healthcare | 12.84 | 12.28 |
| Technology | 3.5 | 4.17 |
| Energy | 0.92 | - |
| Communication Services | 2.06 | 5.4 |
| Utilities | 2.03 | 1.09 |
| Consumer Defensive | 4.72 | 3.12 |
| Real Estate | - | 2.41 |
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