Motilal Oswal Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Motilal Oswal Small Cap Fund - Regular (G)
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Fund | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Average | Very High |
| Asset Size (Cr) | ₹2832 Cr | ₹386 Cr | ₹386 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 26 Dec 2023 | 21 Jun 2017 | 21 Jun 2017 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 12% | % |
| Expense Ratio | 1.92 | 2.49 | 2.49 |
| Manager | Rakesh Shetty | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF247L01BV9 | INF397L01JW3 | 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 | 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) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -7.29% | -6.3% | -6.3% |
| 6 Month | 11.13% | 0.39% | 0.39% |
| 1 Year | 34.27% | 30.58% | 30.58% |
| 3 Year | - | 20.94% | 20.94% |
| 5 Year | - | 28.51% | 28.51% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | - | 19.91% | 19.91% |
| 3 Year | - | 29.23% | 29.23% |
| 5 Year | - | 31.2% | 31.2% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | - | 13.13% | 13.13% |
| 3 Year | - | 25% | 25% |
| 5 Year | - | 15.83% | 15.83% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | - | 13.95% | 13.95% |
| Sharp | - | 1.14% | 1.14% |
| Beta | - | 0.75% | 0.75% |
| Alpha | - | 4.57% | 4.57% |
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| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Name | Rakesh Shetty | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹33886 Cr | ₹5898 Cr | ₹5898 Cr |
| Fund Manage | 19 | 7 | 7 |
| Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.75 | 2.06 | 8.48 |
| Large Cap | 5.76 | 3.06 | - |
| Small Cap | 79.21 | 84.11 | 88.52 |
| Mid Cap | 12.3 | 10.8 | 3.03 |
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.75 | 2.06 | 3.8 |
| IT - Software | 4.04 | 1.61 | - |
| Chemicals & Petrochemicals | 6.01 | 4.35 | - |
| Banks | 3.34 | - | - |
| Healthcare Services | 6.18 | 3.31 | - |
| Industrial Manufacturing | 6.24 | 3.95 | - |
| Electrical Equipment | 12.86 | 7.8 | - |
| Industrial Products | 5.82 | 21.79 | - |
| Finance | 3.9 | 2.83 | - |
| Consumer Durables | 12.2 | 3.29 | - |
| Aerospace & Defense | 2.77 | - | - |
| Construction | 2.53 | 2.43 | 5.28 |
| Agricultural Food & other Products | 3.23 | 1.49 | - |
| Leisure Services | 1.84 | 1.5 | - |
| Retailing | 7.91 | 3.69 | - |
| Auto Components | 5.15 | 3.59 | - |
| Commercial Services & Supplies | 1.95 | - | - |
| Pharmaceuticals & Biotechnology | 1.58 | 4 | - |
| Capital Markets | 2.22 | 1.72 | - |
| Realty | 1.01 | 3.11 | - |
| Food Products | 2.3 | 1.05 | - |
| Other Utilities | 4.19 | 3.96 | - |
| Textiles & Apparels | - | 4.62 | - |
| IT - Services | - | 2.2 | - |
| Media | - | 0.41 | - |
| Fertilizers & Agrochemicals | - | 1.12 | - |
| Power | - | 3.24 | - |
| Gas | - | 1.71 | - |
| Diversified FMCG | - | 0.91 | - |
| Transport Services | - | 3.71 | - |
| Insurance | - | 0.54 | - |
| Beverages | - | 2.06 | - |
| Entertainment | - | 1.98 | - |
| 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 |
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