Motilal Oswal Small Cap Fund vs Edelweiss Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹4062 Cr | ₹4171 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 | 1.84 | 1.84 |
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 | -9.98% | -9.03% |
6 Month | -8.11% | -13.74% |
1 Year | 17.7% | 4.14% |
3 Year | - | 18.19% |
5 Year | - | 25.31% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.62% | -14.41% |
3 Year | - | 15.69% |
5 Year | - | 23.4% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 37.28% | 30.2% |
3 Year | - | 30.38% |
5 Year | - | 31.61% |
Risk Management
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.599% |
Sharp | - | 0.8% |
Beta | - | 0.803% |
Alpha | - | 0.98% |
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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 | 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 |
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