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) ₹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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Motilal Oswal Small Cap Fund - Regular (G)
1 Year 33.72% 13.76%
3 Year 90.05% 13.76%
5 Year 129.98% 13.76%

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 7.71 10.78
Small Cap 79.7 66.88
Large Cap 4.04 10.18
Mid Cap 8.55 12.17

Sector Allocation

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

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