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) | ₹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 | 0.11% | 3.46% |
6 Month | -7.99% | -10.47% |
1 Year | 11.01% | 0.06% |
3 Year | - | 17.22% |
5 Year | - | 31.45% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -3.23% | -0.29% |
1 Year | -3.89% | -8.28% |
3 Year | - | 16.71% |
5 Year | - | 21.34% |
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 | - | 0.52% |
Beta | - | 0.77% |
Alpha | - | 0.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.14 |
Small Cap | 74.55 | 83.41 |
Mid Cap | 9.51 | 2.94 |
Large Cap | 6.88 | 5.51 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.92 | 8.9 |
Consumer Cyclical | 25.38 | 18.36 |
Basic Materials | 10.54 | 9.08 |
Financial Services | 11.69 | 17.68 |
Healthcare | 13.21 | 9.08 |
Technology | 5.32 | 4.4 |
Industrials | 22.27 | 19.46 |
Communication Services | 2.43 | 3.59 |
Consumer Defensive | 4.25 | 4.93 |
Utilities | - | 1.22 |
Real Estate | - | 3.3 |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns24.04%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns20.52%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns16.66%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.96%
Kotak Bluechip Fund - Growth
3Y Returns14.91%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns12.96%
Franklin Build India Fund Growth Plan
3Y Returns27.84%
HSBC Infrastructure Fund - Regular Growth
3Y Returns22.72%