Motilal Oswal Small Cap Fund vs HSBC Small Cap Fund compare
Motilal Oswal Small Cap Fund - Regular (G)
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4062 Cr | ₹15453 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 26 Dec 2023 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | % | 15% |
Expense Ratio | 1.84 | 1.67 |
Manager | Rakesh Shetty | Venugopal Manghat |
ISIN Code | INF247L01BV9 | INF917K01QC7 |
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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 1.45% | 1.66% |
6 Month | -5.3% | -11.49% |
1 Year | 15.71% | 1.95% |
3 Year | - | 18.18% |
5 Year | - | 36.01% |
SIP Return Analysis
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -4.62% | -7.47% |
1 Year | -4.18% | -20% |
3 Year | - | 14.61% |
5 Year | - | 23% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 37.28% | 19.2% |
3 Year | - | 23.02% |
5 Year | - | 15.83% |
Risk Management
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | - | 18.203% |
Sharp | - | 0.572% |
Beta | - | 0.882% |
Alpha | - | -0.639% |
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Fund Managers
Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Rakesh Shetty | Venugopal Manghat |
Total AUM | ₹33886 Cr | ₹41442 Cr |
Funds Managed | 19 | 7 |
Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 9.06 | 3.74 |
Small Cap | 74.55 | 72.68 |
Mid Cap | 9.51 | 21 |
Large Cap | 6.88 | 2.59 |
Sector Allocation
Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.92 | 6.47 |
Consumer Cyclical | 25.38 | 16.29 |
Basic Materials | 10.54 | 10.53 |
Financial Services | 11.69 | 14.59 |
Healthcare | 13.21 | 4.47 |
Technology | 5.32 | 9.98 |
Industrials | 22.27 | 27.7 |
Communication Services | 2.43 | - |
Consumer Defensive | 4.25 | 3.38 |
Real Estate | - | 5.2 |
Energy | - | 1.4 |
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