Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

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 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 8.03% 9.64%
6 Month -11.27% -19.1%
1 Year 19.46% 11.6%
3 Year - 16.44%
5 Year - 33.7%

SIP Return Analysis

Scheme Name Motilal Oswal Small Cap Fund - Regular (G) LIC MF Small Cap Fund Regular - Growth
6 Month -9.92% -13.87%
1 Year -6.35% -20.68%
3 Year - 15.61%
5 Year - 22.33%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns8.26%

VS

Axis Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns6.19%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns18.26%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns18.04%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns26.92%

VS

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns9.16%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.46%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.63%

Compare Now
Add to Cart Successfully