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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 | 6.49% | 7.55% |
| 6 Month | -11.75% | -19.91% |
| 1 Year | 16.05% | 1.51% |
| 3 Year | - | 16.6% |
| 5 Year | - | 36.91% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -9.92% | -13.84% |
| 1 Year | -6.35% | -23.33% |
| 3 Year | - | 14.38% |
| 5 Year | - | 23.45% |
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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