Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare

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

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tortoise-icon Edelweiss 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) Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1748 Cr ₹3816 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Dec 2023 01 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY SMALLCAP 250 TRI
Turn Over % 18%
Expense Ratio 2.02 1.86
Manager Rakesh Shetty Trideep Bhattacharya
ISIN Code INF247L01BV9 INF754K01JJ4
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 5.99% -4.4%
6 Month 27.88% 17.82%
1 Year - 36.58%
3 Year - 23.47%
5 Year - 32.62%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 9.26% 18.74%
3 Year 9.26% 51.27%
5 Year 9.26% 126.14%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year - 30.6%
3 Year - 31.88%
5 Year - 31.03%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation - 14.15%
Sharp - 1.2%
Beta - 0.77%
Alpha - 3.34%

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Fund Managers

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
Name Rakesh Shetty Trideep Bhattacharya
Total AUM ₹33886 Cr ₹0 Cr
Fund Manage 19 9
Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 10.78 2.77
Large Cap 10.18 -
Small Cap 66.88 71.43
Mid Cap 12.17 25.8

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 10.65 1.46
Technology 2.26 5.85
Chemicals 2.3 2.15
Financial 10.1 15.79
Healthcare 8.99 9.88
Capital Goods 15.74 17.27
Metals & Mining 3.19 4.26
Services 10.89 8.82
Communication 2.49 1.43
Construction 7.16 10.09
Consumer Discretionary 10.06 3.13
Diversified 3.04 -
Consumer Staples 2.98 5.37
Insurance 2.33 -
Automobile 5.78 5.09
Energy 2.05 -
Materials - 5.99
Textiles - 3.42

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