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Motilal Oswal Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹4062 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 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | % |
| Expense Ratio | 1.57 | 1.84 |
| 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 Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -7.38% | -7.61% |
| 6 Month | -16.37% | -9.34% |
| 1 Year | -0.7% | 19.17% |
| 3 Year | 20.92% | - |
| 5 Year | 26.66% | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -13.51% | -12.31% |
| 1 Year | -21.34% | -8.6% |
| 3 Year | 13.91% | - |
| 5 Year | 22.56% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.52% | 37.28% |
| 3 Year | 19.66% | - |
| 5 Year | 16.96% | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 15.712% | - |
| Sharp | 0.796% | - |
| Beta | 0.801% | - |
| Alpha | 1.015% | - |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | 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 Regular Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.65911 | 9.05726 |
| Small Cap | 80.86902 | 74.54651 |
| Mid Cap | 8.60642 | 9.51465 |
| Large Cap | 3.86543 | 6.88158 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.65911 | 4.91616 |
| Industrials | 23.80905 | 22.27395 |
| Consumer Cyclical | 18.74453 | 25.38175 |
| Consumer Defensive | 2.15678 | 4.24741 |
| Financial Services | 12.19071 | 11.69343 |
| Communication Services | 2.24752 | 2.43046 |
| Healthcare | 12.18412 | 13.20507 |
| Basic Materials | 6.70031 | 10.5359 |
| Utilities | 0.43072 | - |
| Technology | 14.87713 | 5.31587 |
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