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Motilal Oswal Small Cap Fund vs Tata Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5268 Cr | ₹11416 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 26 Dec 2023 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 4.59% |
| Expense Ratio | 1.84 | 1.7 |
| Manager | Rakesh Shetty | Chandraprakash Padiyar |
| ISIN Code | INF247L01BV9 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.77% | 3.65% |
| 6 Month | 20.2% | 17.9% |
| 1 Year | 3.67% | -7.03% |
| 3 Year | - | 20.78% |
| 5 Year | - | 29.05% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.92% | 3.41% |
| 1 Year | 8.18% | 5.72% |
| 3 Year | - | 17.07% |
| 5 Year | - | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.68% | 25.17% |
| 3 Year | - | 28.72% |
| 5 Year | - | 31.28% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.01% |
| Sharp | - | 0.86% |
| Beta | - | 0.77% |
| Alpha | - | 1.63% |
Fund Managers
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Chandraprakash Padiyar |
| Total AUM | ₹33886 Cr | ₹15627 Cr |
| Funds Managed | 19 | 3 |
| Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 16.46 | 15.25 |
| Small Cap | 66.51 | 78.14 |
| Mid Cap | 13.8 | 6.61 |
| Large Cap | 3.23 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.69 | 12.45 |
| Consumer Cyclical | 19.06 | 18.03 |
| Basic Materials | 9.32 | 19.39 |
| Financial Services | 13.06 | 4.73 |
| Industrials | 22.8 | 24.88 |
| Healthcare | 12.84 | 8.98 |
| Technology | 3.5 | 4.08 |
| Energy | 0.92 | - |
| Communication Services | 2.06 | - |
| Utilities | 2.03 | 1.05 |
| Consumer Defensive | 4.72 | 2.24 |
| Real Estate | - | 4.17 |
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