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 | 5.99% | 6.78% | 6.78% |
| 6 Month | 27.88% | 47.43% | 47.43% |
| 1 Year | - | 56.19% | 56.19% |
| 3 Year | - | 28.29% | 28.29% |
| 5 Year | - | 31.64% | 31.64% |
| 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% |
| Scheme Name | Motilal Oswal Small Cap Fund - Regular (G) | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 13.76% | 33.25% | 33.25% |
| 3 Year | 13.76% | 88.92% | 88.92% |
| 5 Year | 13.76% | 136.04% | 136.04% |
| 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 | - | 1.37% | 1.37% |
| Beta | - | 0.75% | 0.75% |
| Alpha | - | 5.41% | 5.41% |
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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 | 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 |
| 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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