Motilal Oswal Small Cap Fund vs Axis Small Cap Fund compare

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

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

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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 Very High
Asset Size (Cr) ₹0 Cr ₹18616 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 26 Dec 2023 05 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 2.13 1.65
Manager Rakesh Shetty Shreyash Devalkar
ISIN Code INF247L01BV9 INF846K01K01
Exits Load /365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
1 Month 17.89% 14.67%
6 Month 23.06% 19.77%
1 Year - 42.3%
3 Year - 24.66%
5 Year - 28.27%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 9.26% 15.95%
3 Year 9.26% 43.23%
5 Year 9.26% 102.17%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
1 Year 13.76% 29.67%
3 Year 13.76% 76.53%
5 Year 13.76% 110.45%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation - 11.78%
Sharp - 1.4%
Beta - 0.63%
Alpha - 4.45%

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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 10.78 11.16
Large Cap 10.18 3.67
Small Cap 66.88 71.87
Mid Cap 12.17 13.3

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Axis Small Cap Fund - Regular Plan - Growth

Others 10.65 6.21
Capital Goods 15.74 10.42
Healthcare 8.99 10.76
Consumer Discretionary 10.06 5.78
Construction 7.16 10.8
Financial 10.1 15.4
Automobile 5.78 5.92
Services 10.89 6.9
Diversified 3.04 0.75
Consumer Staples 2.98 4.34
Communication 2.49 -
Insurance 2.33 0.11
Chemicals 2.3 7.09
Energy 2.05 0.58
Metals & Mining 3.19 5.67
Technology 2.26 6.4
Materials - 2.69
Textiles - 0.18

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