Motilal Oswal Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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Motilal Oswal Small Cap Fund - Regular (G)

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LIC MF 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)	LIC MF Small Cap Fund Regular - Growth
Fund	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹4062 Cr	₹491 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	26 Dec 2023	21 Jun 2017
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	%	%
Expense Ratio	1.84	2.42
Manager	Rakesh Shetty	Yogesh Patil
ISIN Code	INF247L01BV9	INF397L01JW3
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	LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
1 Month	-9.98%	-15.39%
6 Month	-8.11%	-16.85%
1 Year	17.7%	6.29%
3 Year	-	17.69%
5 Year	-	23.48%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
6 Month	-	-
1 Year	-0.86%	-14.95%
3 Year	-	16.27%
5 Year	-	23.69%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
1 Year	37.28%	14.61%
3 Year	-	24.75%
5 Year	-	19.19%

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Standard Deviation	-	16.47%
Sharp	-	0.817%
Beta	-	0.823%
Alpha	-	1.666%

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Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Name	Rakesh Shetty	Yogesh Patil
Total AUM	₹33886 Cr	₹5898 Cr
Fund Manage	19	7
	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Others	2.75	8.48
Large Cap	5.76	-
Small Cap	79.21	88.52
Mid Cap	12.3	3.03

Scheme Name	Motilal Oswal Small Cap Fund - Regular (G)	LIC MF Small Cap Fund Regular - Growth
Others	2.75	3.8
IT - Software	4.04	-
Chemicals & Petrochemicals	6.01	-
Banks	3.34	-
Healthcare Services	6.18	-
Industrial Manufacturing	6.24	-
Electrical Equipment	12.86	-
Industrial Products	5.82	-
Finance	3.9	-
Consumer Durables	12.2	-
Aerospace & Defense	2.77	-
Construction	2.53	5.28
Agricultural Food & other Products	3.23	-
Leisure Services	1.84	-
Retailing	7.91	-
Auto Components	5.15	-
Commercial Services & Supplies	1.95	-
Pharmaceuticals & Biotechnology	1.58	-
Capital Markets	2.22	-
Realty	1.01	-
Food Products	2.3	-
Other Utilities	4.19	-
Energy	-	3.65
Consumer Staples	-	2.7
Technology	-	3.07
Healthcare	-	5.94
Capital Goods	-	36.32
Textiles	-	3.24
Chemicals	-	5.92
Materials	-	10.42
Financial	-	2.51
Services	-	10.3
Consumer Discretionary	-	4.03
Metals & Mining	-	1.96
Automobile	-	0.89