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) ₹1748 Cr ₹16396 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 01 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 2.02 1.7
Manager Rakesh Shetty Venugopal Manghat
ISIN Code INF247L01BV9 INF917K01QC7
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) HSBC Small Cap Fund - Regular Growth
1 Month 5.99% 1.86%
6 Month 27.88% 22.79%
1 Year - 46%
3 Year - 30.37%
5 Year - 32.48%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 9.26% 21.58%
3 Year 9.26% 58.86%
5 Year 9.26% 137.96%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) HSBC Small Cap Fund - Regular Growth
1 Year 13.76% 36.36%
3 Year 13.76% 99.84%
5 Year 13.76% 151.38%

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 10.78 3.91
Large Cap 10.18 3.03
Small Cap 66.88 72.94
Mid Cap 12.17 20.12

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

HSBC Small Cap Fund - Regular Growth

Others 10.65 2.51
Technology 2.26 5.93
Chemicals 2.3 1.41
Financial 10.1 7.98
Healthcare 8.99 5.3
Capital Goods 15.74 17.67
Metals & Mining 3.19 8.71
Services 10.89 10.12
Communication 2.49 -
Construction 7.16 12.47
Consumer Discretionary 10.06 2.17
Diversified 3.04 3.4
Consumer Staples 2.98 5.57
Insurance 2.33 -
Automobile 5.78 3.89
Energy 2.05 -
Materials - 9.17
Textiles - 3.7

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