Motilal Oswal Small Cap Fund vs HDFC Small Cap Fund compare

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)	₹31526 Cr	₹1748 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	02 Apr 2008	01 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	1.58	2.02
Manager	Dhruv Muchhal	Rakesh Shetty
ISIN Code	INF179KA1RZ8	INF247L01BV9
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1%, if redeemed within 1 year./365

Scheme Name	HDFC Small Cap Fund - Growth Option	Motilal Oswal Small Cap Fund - Regular (G)
1 Month	2.23%	5.99%
6 Month	16.9%	27.88%
1 Year	37.8%	-
3 Year	27.36%	-
5 Year	30.29%	-

Scheme Name	HDFC Small Cap Fund - Growth Option	Motilal Oswal Small Cap Fund - Regular (G)
6 Month	-	-
1 Year	15.03%	9.26%
3 Year	52.08%	9.26%
5 Year	122.38%	9.26%

Scheme Name	HDFC Small Cap Fund - Growth Option	Motilal Oswal Small Cap Fund - Regular (G)
1 Year	17.21%	-
3 Year	19.61%	-
5 Year	16.77%	-

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%	-

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)

Scheme Name	HDFC Small Cap Fund - Growth Option	Motilal Oswal Small Cap Fund - Regular (G)
Others	7.71	10.78
Small Cap	79.7	66.88
Large Cap	4.04	10.18
Mid Cap	8.55	12.17

Scheme Name	HDFC Small Cap Fund - Growth Option	Motilal Oswal Small Cap Fund - Regular (G)
Others	7.63	10.65
Auto Components	7.79	-
Transport Services	7.53	-
Banks	8.31	-
Entertainment	2.26	-
Finance	1.41	-
Consumer Durables	5.69	-
Healthcare Services	6.12	-
Fertilizers & Agrochemicals	2.88	-
Ferrous Metals	2.79	-
Power	0.49	-
Chemicals & Petrochemicals	1.61	-
Commercial Services & Supplies	8.7	-
Industrial Products	5.9	-
Leisure Services	1.61	-
IT - Services	0.66	-
Beverages	0.88	-
Construction	8.01	7.16
Media	0.62	-
Agricultural, Commercial & Construction Vehicles	0.31	-
IT - Software	4.02	-
Pharmaceuticals & Biotechnology	3.45	-
Electrical Equipment	3.38	-
Retailing	2.28	-
Transport Infrastructure	0.64	-
Industrial Manufacturing	0.29	-
Personal Products	1.53	-
Other Utilities	0.76	-
Capital Markets	0.65	-
Textiles & Apparels	1.8	-
Technology	-	2.26
Chemicals	-	2.3
Financial	-	10.1
Healthcare	-	8.99
Capital Goods	-	15.74
Metals & Mining	-	3.19
Services	-	10.89
Communication	-	2.49
Consumer Discretionary	-	10.06
Diversified	-	3.04
Consumer Staples	-	2.98
Insurance	-	2.33
Automobile	-	5.78
Energy	-	2.05