Motilal Oswal Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
Fund HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33504 Cr ₹2832 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 03 Apr 2008 26 Dec 2023
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 10.02% %
Expense Ratio 1.57 1.92
Manager Dhruv Muchhal Rakesh Shetty
ISIN Code INF179KA1RZ8 INF247L01BV9
Exits Load HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
1 Month -7.6% -10.49%
6 Month -6.39% 4.26%
1 Year 8.47% 31.04%
3 Year 20.25% -
5 Year 25.63% -

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
6 Month - -
1 Year -3.05% -
3 Year 22.05% -
5 Year 27.74% -

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
1 Year 17.25% -
3 Year 19.58% -
5 Year 16.73% -

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation 15.17% -
Sharp 1.2% -
Beta 0.8% -
Alpha 4% -

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
Name Dhruv Muchhal Rakesh Shetty
Total AUM ₹520687 Cr ₹33886 Cr
Fund Manage 40 19
HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Motilal Oswal Small Cap Fund - Regular (G)

Others 6.79 2.75
Small Cap 81.19 79.21
Large Cap 3.89 5.76
Mid Cap 8.13 12.3

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Motilal Oswal Small Cap Fund - Regular (G)

Others 6.79 2.75
Commercial Services & Supplies 10.2 1.95
Transport Services 7.22 -
Banks 8.48 3.34
Entertainment 2.23 -
Consumer Durables 6.43 12.2
Healthcare Services 7.32 6.18
Fertilizers & Agrochemicals 3.13 -
Ferrous Metals 2.16 -
Construction 7.06 2.53
Power 0.43 -
Chemicals & Petrochemicals 1.8 6.01
Industrial Products 4.99 5.82
Leisure Services 1.56 1.84
IT - Services 0.19 -
Beverages 0.73 -
Auto Components 7.57 5.15
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 -
IT - Software 4 4.04
Industrial Manufacturing 1.49 6.24
Pharmaceuticals & Biotechnology 4.06 1.58
Electrical Equipment 3 12.86
Retailing 2.02 7.91
Transport Infrastructure 0.52 -
Personal Products 1.31 -
Other Utilities 0.79 4.19
Finance 0.72 3.9
Capital Markets 1.21 2.22
Textiles & Apparels 1.75 -
Aerospace & Defense - 2.77
Agricultural Food & other Products - 3.23
Realty - 1.01
Food Products - 2.3

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