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Motilal Oswal Small Cap Fund vs LIC MF Small Cap Fund Regular compare
Motilal Oswal Small Cap Fund - Regular (G)
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.38% | 2.31% |
| 6 Month | -4.41% | -8.76% |
| 1 Year | 18.03% | 10.14% |
| 3 Year | - | 17.67% |
| 5 Year | - | 32.49% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.62% | -6.04% |
| 1 Year | -4.18% | -15.47% |
| 3 Year | - | 16.83% |
| 5 Year | - | 22.61% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
| Funds Managed | 19 | 7 |
| Motilal Oswal Small Cap Fund - Regular (G) | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.06 | 5.06 |
| Small Cap | 74.55 | 81.56 |
| Mid Cap | 9.51 | 10.58 |
| Large Cap | 6.88 | 2.81 |
Sector Allocation
| Scheme Name |
Motilal Oswal Small Cap Fund - Regular (G) |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.92 | 5.06 |
| Consumer Cyclical | 25.38 | 16.45 |
| Basic Materials | 10.54 | 13.18 |
| Financial Services | 11.69 | 6.05 |
| Healthcare | 13.21 | 4.12 |
| Technology | 5.32 | 2.63 |
| Industrials | 22.27 | 32.99 |
| Communication Services | 2.43 | 2.92 |
| Consumer Defensive | 4.25 | 7.73 |
| Utilities | - | 8.02 |
| Real Estate | - | 0.83 |
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