- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4062 Cr | ₹8883 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 | 0.11% | -0.9% |
| 6 Month | -7.99% | -15.83% |
| 1 Year | 11.01% | 0.72% |
| 3 Year | - | 19.17% |
| 5 Year | - | 33.52% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.23% | -3.1% |
| 1 Year | -3.89% | -12.71% |
| 3 Year | - | 17.26% |
| 5 Year | - | 23.52% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 37.28% | 28.19% |
| 3 Year | - | 29.82% |
| 5 Year | - | 28.63% |
Risk Management
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.861% |
| Sharp | - | 0.793% |
| Beta | - | 0.736% |
| Alpha | - | 3.356% |
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) | 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 | 9.06 | 7.03 |
| Small Cap | 74.55 | 84.22 |
| Mid Cap | 9.51 | 8.75 |
| Large Cap | 6.88 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.92 | 8.25 |
| Consumer Cyclical | 25.38 | 15.97 |
| Basic Materials | 10.54 | 18.16 |
| Financial Services | 11.69 | 8.32 |
| Healthcare | 13.21 | 10.59 |
| Technology | 5.32 | 5.85 |
| Industrials | 22.27 | 24.35 |
| Communication Services | 2.43 | - |
| Consumer Defensive | 4.25 | 3.84 |
| Real Estate | - | 3.86 |
| Utilities | - | 0.82 |
Top Comparisons
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns8.37%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns12.54%
Kotak Savings Fund -Growth
3Y Returns6.6%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.19%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns15.39%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.26%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.24%
