Motilal Oswal Small Cap Fund vs Axis Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
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 Growth |
---|---|---|
1 Month | 8.03% | 7.55% |
6 Month | -11.27% | -13.42% |
1 Year | 19.46% | 10.98% |
3 Year | - | 15.87% |
5 Year | - | 31.59% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -9.92% | -7.39% |
1 Year | -6.35% | -9.92% |
3 Year | - | 15.94% |
5 Year | - | 21.27% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular 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 Growth |
---|---|---|
Standard Deviation | - | 11.78% |
Sharp | - | 0.61% |
Beta | - | 0.68% |
Alpha | - | 1.37% |
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Fund Managers
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Rakesh Shetty | Shreyash Devalkar |
Total AUM | ₹33886 Cr | ₹166770 Cr |
Funds Managed | 19 | 14 |
Motilal Oswal Small Cap Fund - Regular (G) | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 9.06 | 12.82 |
Small Cap | 74.55 | 65.82 |
Mid Cap | 9.51 | 17.55 |
Large Cap | 6.88 | 3.81 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 4.92 | 12.57 |
Consumer Cyclical | 25.38 | 10.65 |
Basic Materials | 10.54 | 10.7 |
Financial Services | 11.69 | 16.73 |
Healthcare | 13.21 | 10.95 |
Technology | 5.32 | 7.39 |
Industrials | 22.27 | 19.69 |
Communication Services | 2.43 | 0.79 |
Consumer Defensive | 4.25 | 4.7 |
Utilities | - | 0.55 |
Real Estate | - | 5.28 |
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