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 | 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 |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -4.66% | -6.03% | -6.03% |
| 6 Month | 18.8% | 12.53% | 12.53% |
| 1 Year | - | 39.51% | 39.51% |
| 3 Year | - | 21.98% | 21.98% |
| 5 Year | - | 28.59% | 28.59% |
| 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 | - | 36.81% | 36.81% |
| 3 Year | - | 32.15% | 32.15% |
| 5 Year | - | 33.16% | 33.16% |
| 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 | - | 1.18% | 1.18% |
| Beta | - | 0.75% | 0.75% |
| Alpha | - | 5.15% | 5.15% |
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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 | 7.86 | 8.48 |
| Large Cap | 5.76 | - | - |
| Small Cap | 79.21 | 86.61 | 88.52 |
| Mid Cap | 12.3 | 5.54 | 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 | 3.89 | 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 | 5.49 | 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 | - | 4.13 | 3.65 |
| Consumer Staples | - | 2.63 | 2.7 |
| Technology | - | 3.42 | 3.07 |
| Healthcare | - | 6.1 | 5.94 |
| Capital Goods | - | 32.95 | 36.32 |
| Textiles | - | 2.6 | 3.24 |
| Chemicals | - | 4.19 | 5.92 |
| Materials | - | 10.99 | 10.42 |
| Financial | - | 2.86 | 2.51 |
| Services | - | 10.29 | 10.3 |
| Consumer Discretionary | - | 6.06 | 4.03 |
| Metals & Mining | - | 3.31 | 1.96 |
| Automobile | - | 1.1 | 0.89 |
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