Motilal Oswal Small Cap Fund vs ICICI Prudential Smallcap Fund compare
ICICI Prudential Smallcap Fund - Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Fund | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7871 Cr | ₹4062 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 18 Oct 2007 | 26 Dec 2023 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 22% | % |
Expense Ratio | 1.81 | 1.84 |
Manager | Sharmila D'mello | Rakesh Shetty |
ISIN Code | INF109K01BI0 | INF247L01BV9 |
Exits Load | ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Month | 7.01% | 6.74% |
6 Month | -13.54% | -10.4% |
1 Year | 2.14% | 17.36% |
3 Year | 15.06% | - |
5 Year | 32.5% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | -6.23% | -8.39% |
1 Year | -18.65% | -10.59% |
3 Year | 10.77% | - |
5 Year | 19.25% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 14% | 37.28% |
3 Year | 15.75% | - |
5 Year | 15.72% | - |
Risk Management
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 15.276% | - |
Sharp | 0.586% | - |
Beta | 0.719% | - |
Alpha | -0.048% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Name | Sharmila D'mello | Rakesh Shetty |
Total AUM | ₹354743 Cr | ₹33886 Cr |
Funds Managed | 35 | 19 |
ICICI Prudential Smallcap Fund - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 13.3 | 9.06 |
Mid Cap | 5.11 | 9.51 |
Small Cap | 69.8 | 74.55 |
Large Cap | 11.78 | 6.88 |
Sector Allocation
Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 13.3 | 4.92 |
Basic Materials | 25.75 | 10.54 |
Communication Services | 2.19 | 2.43 |
Consumer Defensive | 2.87 | 4.25 |
Industrials | 20.88 | 22.27 |
Financial Services | 4.97 | 11.69 |
Consumer Cyclical | 13.66 | 25.38 |
Technology | 1.56 | 5.32 |
Healthcare | 8.16 | 13.21 |
Energy | 1.05 | - |
Utilities | 3.7 | - |
Real Estate | 1.9 | - |
Top Comparisons
Kotak Equity Savings Fund - Regular - Growth
3Y Returns10.58%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.46%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.53%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.16%
Franklin India Debt Hybrid Fund - Growth
3Y Returns9.11%
Franklin India Debt Hybrid Fund - Growth
3Y Returns9.11%