Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss 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) 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) ₹2832 Cr ₹4256 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 26 Dec 2023 07 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 1.92 0.38
Manager Rakesh Shetty Trideep Bhattacharya
ISIN Code INF247L01BV9 INF754K01JJ4
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 Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month -0.65% -3.81%
6 Month 16.52% 2.21%
1 Year 43.93% 21.34%
3 Year - 21.16%
5 Year - 32.16%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year - 23.97%
3 Year - 29.96%
5 Year - 32.28%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year - 31.39%
3 Year - 31.7%
5 Year - 31.13%

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%

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) 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 2.75 2.77
Large Cap 5.76 -
Small Cap 79.21 71.43
Mid Cap 12.3 25.8

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 2.75 1.46
IT - Software 4.04 -
Chemicals & Petrochemicals 6.01 -
Banks 3.34 -
Healthcare Services 6.18 -
Industrial Manufacturing 6.24 -
Electrical Equipment 12.86 -
Industrial Products 5.82 -
Finance 3.9 -
Consumer Durables 12.2 -
Aerospace & Defense 2.77 -
Construction 2.53 10.09
Agricultural Food & other Products 3.23 -
Leisure Services 1.84 -
Retailing 7.91 -
Auto Components 5.15 -
Commercial Services & Supplies 1.95 -
Pharmaceuticals & Biotechnology 1.58 -
Capital Markets 2.22 -
Realty 1.01 -
Food Products 2.3 -
Other Utilities 4.19 -
Consumer Staples - 5.37
Materials - 5.99
Communication - 1.43
Healthcare - 9.88
Financial - 15.79
Automobile - 5.09
Capital Goods - 17.27
Services - 8.82
Chemicals - 2.15
Technology - 5.85
Metals & Mining - 4.26
Consumer Discretionary - 3.13
Textiles - 3.42

Top Comparisons

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.22%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns6.75%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns22.71%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns21.03%

Compare Now

DSP Global Allocation Fund - Regular Plan - Growth DSP Global Allocation Fund - Regular Plan - Growth

3Y Returns6.38%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns9.5%

Compare Now

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.25%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.25%

Compare Now
Request call back
Add to Cart Successfully