Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Small Cap Fund vs Axis Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

Invest Now

tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
Fund Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹4062 Cr ₹23139 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 26 Dec 2023 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 5%
Expense Ratio 1.84 1.61
Manager Rakesh Shetty Shreyash Devalkar
ISIN Code INF247L01BV9 INF846K01K01
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 Axis 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) Axis Small Cap Fund - Regular Plan - Growth
1 Month -9.98% -8.04%
6 Month -8.11% -11.45%
1 Year 17.7% 4.31%
3 Year - 16.34%
5 Year - 21.21%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year -0.86% -10.07%
3 Year - 14.9%
5 Year - 21.39%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
1 Year 37.28% 18.9%
3 Year - 19.99%
5 Year - 19.66%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation - 11.78%
Sharp - 0.74%
Beta - 0.65%
Alpha - 2.4%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
Name Rakesh Shetty Shreyash Devalkar
Total AUM ₹33886 Cr ₹166770 Cr
Fund Manage 19 14
Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Axis Small Cap Fund - Regular Plan - Growth

Others 2.75 13.11
Large Cap 5.76 4.27
Small Cap 79.21 67.41
Mid Cap 12.3 15.27

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Axis Small Cap Fund - Regular Plan - Growth

Others 2.75 13.11
IT - Software 4.04 3.86
Chemicals & Petrochemicals 6.01 7.64
Banks 3.34 3.86
Healthcare Services 6.18 5.8
Industrial Manufacturing 6.24 2.67
Electrical Equipment 12.86 1.55
Industrial Products 5.82 6.74
Finance 3.9 7.24
Consumer Durables 12.2 5.72
Aerospace & Defense 2.77 1.38
Construction 2.53 2.83
Agricultural Food & other Products 3.23 2.83
Leisure Services 1.84 1.07
Retailing 7.91 1.29
Auto Components 5.15 7.32
Commercial Services & Supplies 1.95 0.63
Pharmaceuticals & Biotechnology 1.58 4.25
Capital Markets 2.22 5.62
Realty 1.01 5.26
Food Products 2.3 1.61
Other Utilities 4.19 -
Gas - 0.55
IT - Services - 1.17
Non - Ferrous Metals - 0.41
Transport Services - 0.24
Textiles & Apparels - 0.39
Financial Technology (Fintech) - 1.84
Cement & Cement Products - 2.3
Household Products - 0.61
Cigarettes & Tobacco Products - 0.27

Top Comparisons

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns12.51%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns13.28%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.41%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns6.06%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.28%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.95%

Compare Now

SBI Contra Fund - Regular Plan -Growth SBI Contra Fund - Regular Plan -Growth

3Y Returns21.33%

VS

Invesco India Contra Fund - Growth Invesco India Contra Fund - Growth

3Y Returns17.11%

Compare Now
Add to Cart Successfully