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

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tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

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tortoise-icon IDBI Small Cap Fund Growth Regular

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tortoise-icon 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) 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 Very High Very High
Asset Size (Cr) ₹1748 Cr ₹279 Cr ₹279 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 Dec 2023 15 Jun 2017 15 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 2.02 2.5 2.5
Manager Rakesh Shetty Yogesh Patil Yogesh Patil
ISIN Code INF247L01BV9 INF397L01JW3 INF397L01JW3
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month 5.99% -3.16% -3.16%
6 Month 27.88% 20.98% 20.98%
1 Year - 51.96% 51.96%
3 Year - 25.48% 25.48%
5 Year - 28.97% 28.97%

SIP Return Analysis

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 9.26% 22.75% 22.75%
3 Year 9.26% 51.91% 51.91%
5 Year 9.26% 117.91% 117.91%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year - 12.64% 12.64%
3 Year - 24.96% 24.96%
5 Year - 15.85% 15.85%

Risk Management

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 - 1.28% 1.28%
Beta - 0.75% 0.75%
Alpha - 5.14% 5.14%

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Fund Managers

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

Market Cap

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 10.78 7.86 8.48
Large Cap 10.18 - -
Small Cap 66.88 86.61 88.52
Mid Cap 12.17 5.54 3.03

Sector Allocation

Scheme Name

Motilal Oswal Small Cap Fund - Regular (G)

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 10.65 3.89 3.8
Technology 2.26 3.42 3.07
Chemicals 2.3 4.19 5.92
Financial 10.1 2.86 2.51
Healthcare 8.99 6.1 5.94
Capital Goods 15.74 32.95 36.32
Metals & Mining 3.19 3.31 1.96
Services 10.89 10.29 10.3
Communication 2.49 - -
Construction 7.16 5.49 5.28
Consumer Discretionary 10.06 6.06 4.03
Diversified 3.04 - -
Consumer Staples 2.98 2.63 2.7
Insurance 2.33 - -
Automobile 5.78 1.1 0.89
Energy 2.05 4.13 3.65
Textiles - 2.6 3.24
Materials - 10.99 10.42

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