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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) | ₹5229 Cr | ₹11164 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 | -2.75% | -1.16% |
| 6 Month | 3.95% | 8.34% |
| 1 Year | 7.39% | -1.43% |
| 3 Year | - | 24.17% |
| 5 Year | - | 32.34% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.31% | 9.11% |
| 1 Year | 5.38% | 4.67% |
| 3 Year | - | 18.84% |
| 5 Year | - | 23.07% |
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 | - | 15.98% |
| Sharp | - | 1.09% |
| Beta | - | 0.77% |
| Alpha | - | 1.64% |
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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 | 15.28 | 9.64 |
| Small Cap | 67.59 | 82.11 |
| Mid Cap | 12 | 8.25 |
| Large Cap | 5.14 | - |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.21 | 8.38 |
| Consumer Cyclical | 18.77 | 16.97 |
| Basic Materials | 9.92 | 19.81 |
| Financial Services | 13.88 | 6.63 |
| Industrials | 25.07 | 26.07 |
| Healthcare | 10.1 | 9.58 |
| Technology | 3.4 | 5.13 |
| Energy | 1.05 | - |
| Communication Services | 2.25 | - |
| Utilities | 1.69 | 0.87 |
| Consumer Defensive | 4.66 | 3.13 |
| Real Estate | - | 3.45 |
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