Motilal Oswal Small Cap Fund vs HSBC Small Cap Fund compare

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

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

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

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) ₹2832 Cr ₹16920 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 Index
Turn Over % 15%
Expense Ratio 1.92 1.68
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 -7.29% -9.3%
6 Month 11.13% -3.09%
1 Year 34.27% 14.99%
3 Year - 19.18%
5 Year - 27.35%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year - 7.22%
3 Year - 26.19%
5 Year - 31.44%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) HSBC Small Cap Fund - Regular Growth
1 Year - 18.47%
3 Year - 22.98%
5 Year - 14.99%

Risk Management

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) HSBC Small Cap Fund - Regular Growth
Standard Deviation - 14.69%
Sharp - 1.4%
Beta - 0.8%
Alpha - 7.09%

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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
Fund Manage 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 2.75 2
Large Cap 5.76 1.97
Small Cap 79.21 74.77
Mid Cap 12.3 21.26

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

HSBC Small Cap Fund - Regular Growth

Others 2.75 2
IT - Software 4.04 3.76
Chemicals & Petrochemicals 6.01 1.92
Banks 3.34 3.25
Healthcare Services 6.18 0.18
Industrial Manufacturing 6.24 2.67
Electrical Equipment 12.86 4.25
Industrial Products 5.82 16.52
Finance 3.9 4.37
Consumer Durables 12.2 6.72
Aerospace & Defense 2.77 -
Construction 2.53 7.87
Agricultural Food & other Products 3.23 1.74
Leisure Services 1.84 1.68
Retailing 7.91 2.29
Auto Components 5.15 5.4
Commercial Services & Supplies 1.95 1.67
Pharmaceuticals & Biotechnology 1.58 6.94
Capital Markets 2.22 8.11
Realty 1.01 5.3
Food Products 2.3 -
Other Utilities 4.19 -
Paper, Forest & Jute Products - 2.66
Fertilizers & Agrochemicals - 2.62
Textiles & Apparels - 4.75
Gas - 1.68
Other Consumer Services - 0.24
Household Products - 0.53
Beverages - 0.88

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