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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 | Average |
| Asset Size (Cr) | ₹5862 Cr | ₹11410 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 | -1.31% | -0.61% |
| 6 Month | 0.67% | -7.77% |
| 1 Year | -5.03% | -12.23% |
| 3 Year | - | 17.29% |
| 5 Year | - | 24.05% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.87% | -8.39% |
| 1 Year | 3.94% | -10.71% |
| 3 Year | - | 6.73% |
| 5 Year | - | 14.36% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.71% | 21.4% |
| 3 Year | - | 28.16% |
| 5 Year | - | 29.84% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.32% |
| Sharp | - | 0.59% |
| Beta | - | 0.77% |
| Alpha | - | -1.52% |
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 | 17.4 | 14.24 |
| Small Cap | 72.23 | 78.23 |
| Mid Cap | 9.06 | 7.53 |
| Large Cap | 1.31 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.48 | 9.49 |
| Consumer Cyclical | 24.66 | 18.1 |
| Basic Materials | 8.19 | 17.36 |
| Financial Services | 17.45 | 6.02 |
| Healthcare | 10.97 | 5.62 |
| Real Estate | 2.4 | 4.12 |
| Technology | 8.18 | 6.53 |
| Energy | 1.67 | - |
| Industrials | 14.03 | 29.57 |
| Utilities | 2.01 | 1.24 |
| Consumer Defensive | 3.96 | 1.96 |
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